Position Summary
The organization’s mission is to deliver superior, objective, proactive services that strive to anticipate and address our client’s needs before they even ask. The service team plays a vital role in that success. We are a friendly small office environment at a growing wealth management and financial planning firm. This is a full time, in person position located in Mammoth Lakes, CA.
As a Client Service Associate, you will help deliver the company vision and build lifelong relationships capable of making a significant positive difference in our clients’ lives. You will provide assistance to the Managing Partner by providing a wide range of office management and support to the company. Join the team and play a vital role in living the firm's commitments to the highest ethical standards and maintaining the valued trust of our clients and community.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
Desired Qualifications (Knowledge, Skills, and Abilities)
Pay: $40,000.00 - $50,000.00 per year
Work Location: In person
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