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Wealth Management Client Services Specialist

Job in Natoma, Sacramento County, California, USA
Listing for: Hightower Advisors, LLC
Full Time position
Listed on 2026-05-28
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 75000 USD Yearly USD 60000.00 75000.00 YEAR
Job Description & How to Apply Below
Location: Natoma

A financial advisory firm based in Folsom, CA is seeking a Client Service and Operations Associate to support their team. This role demands adaptability and a strong client-first attitude. Responsibilities include operational tasks, managing client requests, and utilizing tools like Salesforce to maintain accurate updates. Ideal candidates will have a strong work ethic, 3+ years in client service, and a relevant degree.

Competitive salary with benefits is offered, promoting a supportive and collaborative work environment.
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