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Senior UHNW Client Experience Specialist

Job in Murrieta, Riverside County, California, 92564, USA
Listing for: Centurawealth
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 95000 - 105000 USD Yearly USD 95000.00 105000.00 YEAR
Job Description & How to Apply Below
A prominent investment advisory firm in Murrieta, California, is seeking a Senior Client Service Representative to deliver exceptional client support. This role involves managing client accounts, processing inquiries, and collaborating with financial advisors to ensure a white-glove client experience. The ideal candidate should have a bachelor's degree, substantial client service experience in wealth management, and strong interpersonal skills. Compensation ranges from $95k to $105k plus bonus, with onsite presence required.
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Position Requirements
10+ Years work experience
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