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Wealth Client Services Specialist

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Newport Beach is seeking a Client Service Associate to provide exceptional support to Financial Advisors and clients. The successful candidate will build strong relationships, answer queries, and manage transactions efficiently. Candidates with a high school diploma, relevant licenses, and previous financial industry experience are encouraged to apply. The role demands strong customer service and organizational skills, with opportunities to grow within a collaborative environment that values diversity and inclusion.
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