Client Services Representative (San Jose)Robert Half • San Jose, CA, United States
Client Services Representative (San Jose)
Robert Half • San Jose, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.permanent]
[job_card.job_description]3+ years experience in wealth management (no exceptions). A history of job stability. Willingness to work on-site in San Jose. Excellent communication and problem-solving skills. Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite. Series 7 and 65 licenses are a plus, but not necessary
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Client Service Associate | Wealth Management | San Jose| Hybrid | Base + Bonus
Join a thriving wealth management firm known for its rapid growth, exceptional service, and innovative technology. The firm offers great career development opportunities , competitive compensation, and a supportive, team-oriented environment.
Responsibilities
- Providing excellent service to clients.
- Helping out in client meetings.
- Keeping up-to-date with client documentation.
- Adhering to regulatory rules.
- Processing client transactions accurately and punctually.
- Assisting in web calls and international banking support.
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn .
Requirements
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn . Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.
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Client Service Representative • San Jose, CA, United States
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