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Wealth Client Services Associate

Job in Beverly Hills, Los Angeles County, California, 90211, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 33280 - 85000 USD Yearly USD 33280.00 85000.00 YEAR
Job Description & How to Apply Below
A financial services firm is looking for a Client Service Associate to provide exceptional service to clients and support Financial Advisors. This role involves building trusted relationships, assisting with transactions, and engaging in administrative duties. Candidates should possess a High School Diploma or equivalent, with a preference for a college degree. Strong interpersonal and organizational skills are essential, along with a willingness to obtain necessary financial licenses.

The expected pay range is $33,280 to $85,000 per year.
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Position Requirements
10+ Years work experience
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