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Client Services Specialist
Gilmore & Romines, an award winning, private wealth advisory practice located in San Rafael, CA is seeking a full-time Client Service Specialist to join our dynamic and growth-oriented team! The Client Service Specialist is an integral part of our team and an essential component of our ability to provide our best in class client care and expert financial guidance each day. If you are tech savvy, detail oriented, passionate about helping others and can thrive in semi-autonomous environment, we'd love to connect and learn more about your background and what you're looking for in a new opportunity. Our ideal candidate is a pro-active team player who will have a sincere interest in working closely with our clients, expertly handling their personal data and time sensitive reques
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