3 results for Client Services Associate Jobs in Walnut Creek, CA, US

We are seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service de...

DescriptionCOMPANY OVERVIEW: Muirwood Private Wealth is an independent wealth management firm serving individuals, families and businesses. We are committed to understanding clients’ goals, resources, and challenges to create custom financial plans and implement investment strategies that allow clie...

We are a boutique wealth management firm, supporting a select group of clients and laser-focused on our service model. Our clients stay with us because of the incredible relationships we have and the care that they receive. We are a close team and support each other to achieve this mission! We need ...