Client Service Representative Location: Novato, CA (Onsite)Employment Type: Direct HireIndustry: Financial Services About the Company Our client is a well established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long term relationships. Their team supports high-net-worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on
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817 Mission Ave., San Rafael, CA 94901 – (415) 454-4163 – frontdesk@srchamber.com