Client Service Associate - Pasadena California

Company: VirtualVocations
Location: Pasadena, California
Posted On: 01/28/2025

A company is looking for a Specialist Client Service Associate - Personal Strategy starting Summer 2025.



Key Responsibilities

Contact clients for portfolio reviews and financial planning discussions
Interact with advisors about current clients and troubleshoot client issues
Record client interactions within customer relationship management software


Required Qualifications

Experience in proactive outbound calling
Experience with customer service and relationship management
Proven ability to maintain regulatory-driven policies and procedures
Possesses a clean U4 record
Bachelor's degree with a Personal Financial Planning concentration More...

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