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Wealth Management Client Services Associate

Job in Agoura Hills, Los Angeles County, California, 91375, USA
Listing for: Jack Murad Wealth Management
Full Time, Part Time position
Listed on 2026-01-12
Job specializations:
  • Administrative/Clerical
Job Description & How to Apply Below
A Premier Wealth Management Firm in California is seeking a Wealth Management Assistant to enhance client experiences. The ideal candidate will maintain databases, manage schedules, and perform client services while upholding high standards of integrity. This full-time position offers potential for part-time hours and encourages work/life balance. Strong experience in customer service and Microsoft Office is preferred, along with excellent communication and relationship-building skills.

Join a supportive team where career growth is encouraged.
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Position Requirements
10+ Years work experience
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