About this role
Client Service Representative at Centura Wealth Advisory. Location: San Diego, California, United States. Role: Managing client relationships, Setting up new client accounts, Data management in Salesforce Requirements: 1-3 years in client service or related role in wealth management; bachelor's degree preferred; knowledge of investment products; proficient in MS Office and CRM; strong communication and organizational skills Category: Customer Service Seniority: Mid Level Tools: Salesforce, CRM, Microsoft Office, Financial software Commitment: Full Time Workplace: Onsite Languages: English