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Wealth Management Client Service Associate II

Job in Irvine, Orange County, California, 92713, USA
Listing for: Chamberlain Group Financial Services
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm based in California is seeking an experienced Client Service Associate II to oversee investment operations and provide exceptional client service. Responsibilities include managing new client accounts, updating client information, and supporting financial advisors. The ideal candidate has 5 to 7 years in investment operations, customer service skills, and attention to detail. This full-time position offers competitive compensation, including salary and performance bonuses, health benefits, and paid time off.
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Position Requirements
10+ Years work experience
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