Senior Wealth Client Lead
Job in
Westlake Village, Ventura County, California, 91361, USA
Listed on 2026-06-26
Listing for:
Stratos
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
Location: Westlake Village
Stratos, located in Westlake Village, CA, is seeking a dynamic Senior Client Services Associate to elevate client satisfaction in wealth management. This role will be the primary contact for high-net-worth clients, ensuring personalized service and support.
You will collaborate with financial advisors, oversee client onboarding, and facilitate portfolio trades. Ideal candidates should have a Bachelor's degree, over 5 years of experience in the field, and strong interpersonal skills.
Stratos offers a compassionate team environment with a commitment to client service excellence.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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