Client Service Associate

Palm Desert, CA 92260

Posted: 09/21/2018 Employment Type: Full Time Direct Hire Industry: Finance Job Number: CRHAL003PD Pay Rate: DOE Branch: Palm Desert, CA Division:

Client Service Associate position for very professional office in Indian Wells.  Financial Services firm is looking for a very professional addition to their high profile team.  This position is the first point of contact for clients and visitors.  Assist the financial advisors with all administrative duties.  Keep master schedule, answer account questions, review daily activity, process client requests, and prepare client correspondence.  Applicant must be outgoing, personable and engaging with a passion for client service.  BA/BS degree preferred, strong computer skills, excellent customer service, and strong organizational and follow-up skills.  Please send resumes to 

All professional applicants will be interviewed ASAP.

Alicia Wilkins

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