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Client Services Specialist - Financial Advisory
Job in
Torrance, Los Angeles County, California, 90504, USA
Listed on 2026-01-12
Listing for:
PowerToFly
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in California seeks a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. The ideal candidate will have strong interpersonal skills, a high school diploma, and preferably a college degree along with industry experience. This role includes engaging with clients, managing transactions, and educating on digital tools. The position expects candidates to have excellent organizational and client service skills, with competitive compensation based on experience.
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