Destava

Client Associate I

TRI1013 is hiring for Client Associate I in Bakersfield, CA. Junior level. First seen October 3, 2026; open as of November 13, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
TRI1013
Where
Bakersfield, CA
Level
Junior
First seen
October 3, 2026
Listed via
UKG

What the posting says

POSITION SUMMARY The Client Service Associate I role is to support one or more Financial Advisors with the establishment, servicing and maintenance of investment accounts. The Client Service Associate will have a daily and active role in client retention and growth through excellent customer service that is provided via phone, mail, electronically and face to face. The Client Service Associate will also be responsible for maintaining client and branch compliance files that are audited an annual basis. Employment: Full-time

Read more and apply on TRI1013's site

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