• Client Services

    Robert Half Finance & Accounting (Lafayette, CA)
    …career growth + Fun and energetic work culture Requirements Key requirements + 1-3 years of client service experience + Series 65 or ability to get it in 6 ... under Charlie O'Brien and email me your resume. Our client is an employee-owned wealth management firm in the...to make independent decisions with a mantra to put client needs first. Responsibilities: + Support lead and associate… more
    Robert Half Finance & Accounting (04/28/24)
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