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Client Relationship Manager Customer Service Rep

Senior Wealth Client Services Lead

Job in Murrieta, Riverside County, California, 92564, USA
Listing for: Centura Wealth Advisory
Full Time position
Listed on 2026-01-23
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm based in California is seeking a Senior Client Service Representative to deliver exceptional support and manage client accounts. This role involves acting as a liaison between clients and the firm, ensuring a smooth operational flow for high-net-worth individuals. The ideal candidate will possess strong problem-solving skills and a minimum of 5 years of relevant experience, with a passion for client service and a commitment to excellence throughout their interactions.
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Position Requirements
10+ Years work experience
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