Client Service Associate - Wealth Management
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-01-23
Listing for:
Knightsbridge Wealth Management
Full Time
position Listed on 2026-01-23
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial advisory firm in Newport Beach is seeking a Client Service Associate to manage client onboarding and serve as the primary contact for service requests. The ideal candidate will have an undergraduate degree, over two years of experience in financial services, and proficiency with tools like Microsoft Office and Fidelity. This role provides opportunities for professional growth in a dynamic, fast-paced environment, with a focus on delivering exceptional client service.
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Position Requirements
10+ Years
work experience
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