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Wealth Client Associate | Hybrid
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-01-24
Listing for:
Jobot
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A boutique wealth management firm based in Los Angeles is seeking a Client Associate to support advisors and manage accounts for high-net-worth clients. The role involves onboarding clients, preparing financial deliverables, and ensuring data integrity. The ideal candidate has at least 2 years of experience in client-facing roles and familiarity with financial software. This position offers a competitive salary, benefits, and opportunities for professional growth in a collaborative environment.
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Position Requirements
10+ Years
work experience
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