Client Relationship Specialist: Grow in Financial Services

A leading financial services firm is seeking a passionate Client Relationship Specialist in San Mateo, CA. In this role, you will be integral to the branch's success by supporting the Client Relationship Manager and Branch Manager. Responsibilities include assisting with client inquiries and ensuring an exemplary customer service experience. While prior experience in financial services is preferred, it is not mandatory. The company offers support for licensing in the Series 7 and 63/66. This position provides growth opportunities and potential bonuses. #J-18808-Ljbffr