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Wealth Client Advisor Associate

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: Whittier Trust Company
Full Time position
Listed on 2026-01-27
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A leading multi-family office in California seeks a Client Advisory Associate to support Client Advisors in managing personal trust and investment accounts. The role involves direct client interaction, coordinating daily account transactions, preparing detailed reports, and ensuring exceptional service delivery. Ideal candidates should possess a Bachelor's degree, strong Microsoft Office skills, and a focus on client service. A competitive salary, performance bonuses, and comprehensive benefits are offered, reflecting the company's commitment to employee engagement and satisfaction.
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Position Requirements
10+ Years work experience
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