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© All Rights Reserved. ApplyBlast.com
First State Community Bank
The Licensed Customer Service Representative serves as a trusted partner to Financial Advisors and clients, delivering exceptional service and support within a wealth management environment. This role involves managing account maintenance, processing securities transactions, and preparing client materials while ensuring compliance with regulatory requirements. The position requires a combination of client relationship skills, securities knowledge, and attention to detail to enhance the overall advisor and client experience.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for First State Community Bank.
First State Community Bank didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role
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