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Private Wealth Client Services & Planning Associate
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-03-12
Listing for:
GemHarvest Executive Recruiting
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A boutique wealth management firm is seeking a Client Services Associate in California to support Private Wealth Clients and Advisors. The role involves planning support, meeting preparation, and managing financial client plans using eMoney. Candidates should have a Bachelor’s Degree and at least 3 years of experience in client service operations within financial services. A competitive compensation package is offered, including a base salary of $75,000 to $110,000 plus bonuses and excellent benefits.
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Position Requirements
10+ Years
work experience
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