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Wealth Client Services Associate

Job in Laguna Niguel, Orange County, California, 92607, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Financial Advisor, Banking & Finance
Salary/Wage Range or Industry Benchmark: 50000 - 85000 USD Yearly USD 50000.00 85000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking registered client service associates in Laguna Niguel, CA. The role involves providing exceptional support to financial advisors and clients daily. Candidates must possess strong interpersonal skills, a high school diploma, and active Series 7 and Series 66 licenses. Responsibilities include client relationship management, onboarding, and administrative support. The firm offers competitive compensation with expected base pay between $50,000 and $85,000, alongside comprehensive employee benefits.
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Position Requirements
10+ Years work experience
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