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Client Service Associate: Path to Financial Advisor

Job in Los Angeles, Los Angeles County, California, 90079, USA
Listing for: Wealth Enhancement
Full Time position
Listed on 2026-01-24
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Los Angeles is seeking a Client Service Associate to manage client experiences and support financial advisors. The role involves preparing financial paperwork, maintaining databases, and facilitating new account setups. Ideal candidates should have customer service experience, keen attention to detail, and strong interpersonal skills. This is an on-site position with a salary range of $70,000 to $80,000, plus benefits like health insurance and paid time off.
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Position Requirements
10+ Years work experience
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