Client Associate I
TRI1013 is hiring for Client Associate I in Fresno, 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.
With Destava: How well do you fit? · Tailor my résumé · Write a cover letter
- Company
- TRI1013
- Where
- Fresno, 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
More jobs like this
Insurance Service Specialist - Inbound
Save to applyUniversal Agent
Save to applyCustomer Service Representative - Troubleshooting Specialist
Save to applyClient Operations Coordinator
Save to apply
See all 29,307 Customer Service Representatives jobs
A search agent finds the jobs this list misses: the ones that mean the same without the same words. Have Destava watch for client associate i jobs in Fresno, CA, new matches every morning on your own account.
This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.