About this opportunity
PowerToFly lists this Wealth Client Services Specialist opportunity in newport beach, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A financial services firm in Newport Beach is seeking a Client Service Associate to provide exceptional support to Financial Advisors and clients. The successful candidate will build strong relationships, answer queries, and manage transactions efficiently. Candidates with a high school diploma, relevant licenses, and previous financial industry experience are encouraged to apply. The role demands strong customer service and organizational skills, with opportunities to grow within a collaborative environment that values diversity and inclusion.
#J-18808-Ljbffr
Worksite address
newport beach, CA, 92659, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.