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Wealth Client Services Associate

Job in Westlake Village, Ventura County, California, 91361, USA
Listing for: 711 MS Smith Barney, LLC
Full Time position
Listed on 2026-07-09
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 34320 - 90000 USD Yearly USD 34320.00 90000.00 YEAR
Job Description & How to Apply Below
Location: Westlake Village

711 MS Smith Barney, LLC in Westlake Village, California is seeking a Registered Client Service Associate to deliver exceptional service to clients and support Financial Advisors and teams daily. Responsibilities include managing client accounts, assisting with transactions, and onboarding new clients, fostering trustworthy relationships.

The ideal candidate will possess strong communication skills, a detail-oriented mindset, and experience in financial services, with compensation ranging from $34,320 to $90,000 per year based on individual assessment.

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Position Requirements
10+ Years work experience
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