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Client Services Associate — Investment Accounts

Tri Counties Bank, Roseville, CA, United States


Tri Counties Bank is seeking a Client Service Associate I in Roseville, CA, to support Financial Advisors with investment accounts and provide excellent client service. The role includes responsibilities such as managing client relationships, ensuring compliance, and organizing client events. Candidates must have a high school diploma, at least 3 years of office experience, and strong communication skills. The position offers a competitive pay range of $23.50 to $28.17 per hour and incentives based on experience.
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