ZRC Wealth Management is currently seeking to add another exceptional professional to our team. The Client Service Advisor is a full-time position based in our Santa Rosa office.
The Client Service Associate is often the first person with whom clients communicate when they visit or call our office. This position is responsible for determining how to assist clients and ensuring that solutions are provided in a professional manner. The position entails a wide variety of responsibilities and skills including customer service, administrative, operational and analytical. Successful employees will have the ability to learn, expand their responsibilities, develop professionally, and advance in a career path.
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