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Financial Services Wealth Management

Wealth Management Client Success Associate

Job in Aliso Viejo, Orange County, California, 92656, USA
Listing for: Sanctuary Wealth
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management
Job Description & How to Apply Below
A financial services firm in Aliso Viejo is seeking a Client Service Associate to support its Wealth Management team. This role involves managing client service operations, onboarding clients, and providing high-quality service. Ideal candidates should have 1-3 years of experience in financial services, be detail-oriented, and possess strong communication skills. The firm values a collaborative culture and offers benefits like healthcare coverage and a 401(k) plan.
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Position Requirements
10+ Years work experience
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