About this role
Senior Client Service Representative at Centura Wealth Advisory. Location: Murrieta, California, United States. Role: Manage custodial relationships, Set up accounts, Manage client accounts Requirements: Sr. CSR responsible for client support, accounts, data management, and coordinating with advisors; 5-7 years in wealth management; bachelor’s preferred. Category: Customer Service Seniority: Mid Level Tools: Salesforce, Microsoft Office Suite, CRM software Commitment: Full Time Workplace: Onsite Languages: English