Client Experience Specialist | Financial Services

Military, Veterans and Diverse Job Seekers; San Diego (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

Military, Veterans and Diverse Job Seekers is seeking a Registered Client Service Associate in San Diego, CA. The role emphasizes client service, information management, and supporting the team with account-related tasks.

The ideal candidate will have Series 7/66 licenses (preferred), a business-focused degree, and strong communication and organizational skills to educate clients and prepare materials for meetings.

Qualifications

• Bachelor's degree or equivalent with a focus on business.
• Series 7 and 66 licenses preferred.
• Strong written and verbal communication; highly organized.

Responsibilities

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Skills

Communication skills

Organization

Team player

Discretion and tact

Education

Bachelor's degree in business

Tools

Series 7 license

Series 66 license

Job description

Military, Veterans and Diverse Job Seekers is seeking a Registered Client Service Associate in San Diego, CA. The role emphasizes client service, information management, and supporting the team with account-related tasks.

The ideal candidate will have Series 7/66 licenses (preferred), a business-focused degree, and strong communication and organizational skills to educate clients and prepare materials for meetings.