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Job description
A wealth management firm in El Segundo, CA is seeking a Client Service Associate to handle client service requests and provide administrative support to advisors. Responsibilities include managing documentation, client information, and complex financial issues. Ideal candidates will have 3+ years in the financial services sector with skills in client relationship management and various software tools. This position offers a competitive salary and comprehensive benefits including 401(k) matching and unlimited PTO.
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Worksite address
el segundo, CA, 90245, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.