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Wealth Management Client Liaison

Job in Irvine, Orange County, California, 92713, USA
Listing for: Wealth Enhancement
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 24 - 27 USD Hourly USD 24.00 27.00 HOUR
Job Description & How to Apply Below
A financial services firm located in Irvine, CA is seeking a Client Service Associate to enhance client relations. The role involves supporting Financial Advisors and managing paperwork for client accounts while providing office administration. Candidates should demonstrate strong interpersonal skills, meticulous attention to detail, and proficiency in Microsoft Office. This on-site position offers a pay range of $24.00 to $27.00 per hour, alongside various comprehensive benefits including medical coverage and professional development.
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