Client Services Associate - Excellent Opportunity!

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POST DATE 8/30/2016
END DATE 11/13/2016

AppleOne Walnut Creek, CA

Company
AppleOne
Job Classification
Full Time
Company Ref #
23105149.1118
AJE Ref #
576018796
Location
Walnut Creek, CA
Job Type
Regular
Required Licenses/Certifications
df-aj

JOB DESCRIPTION

APPLY
This Client Services Associate Position Features:
? Great team environment
? Opportunity for growth
? Convenient location
? Great Pay to $70K

Outstanding opportunity for a Client Services Associate to join a successful team. Position offers great team environment, opportunity for growth and convenient location. Seeking 3-5 years in wealth management and investments, and above par customer service skills. This position works directly with partners and clients in tax, retirement and wealth management. Responsibilities include on-line research, preparing PowerPoint presentations and portfolios, and following up with clients. Bachelor's degree in related field desired. Great benefits. Apply for this great position as a Client Services Associate today!
We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status.