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Financial Services

Client Services Specialist — Financial Advisor Support

Job in Beverly Hills, Los Angeles County, California, 90211, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Beverly Hills seeks a detail-oriented Client Service Associate to provide high-quality administrative support to financial advisors and clients. Responsibilities include managing client interactions, processing transactions, and ensuring accurate documentation. The ideal candidate will possess strong communication skills and the ability to thrive in a fast-paced, task-oriented environment. A background in finance or related fields is preferred, and a high school diploma is required.
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