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Wealth Management Client Services Associate
Job in
Westlake Village, Ventura County, California, 91361, USA
Listed on 2025-12-20
Listing for:
PowerToFly
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm located in California is seeking a Registered Client Service Associate to provide exceptional client support and administrative assistance. The ideal candidate will engage with clients, managing inquiries while ensuring strong relationships with Financial Advisors. Required qualifications include a high school diploma, a knowledge of financial products, and strong interpersonal skills. This position offers a dynamic work environment with a commitment to diversity and inclusion.
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Position Requirements
10+ Years
work experience
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