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Senior Client Service Associate - Wealth Management; HNW
Job in
Campbell, Santa Clara County, California, 95011, USA
Listed on 2026-07-25
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Beacon Pointe Advisors in Campbell, CA is seeking a Senior Client Service Associate to join a talented wealth management team serving high-net-worth individuals, families, and institutions. The role focuses on responsive client service, accurate account updates, and collaboration with wealth advisors to keep service levels exceptional.
The ideal candidate holds a four-year degree (Finance, Business or Economics preferred) and 2–3+ years of relevant experience with high-net-worth clients, plus
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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