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Senior Client Service & Operations Specialist
Job in
Costa Mesa, Orange County, California, 92626, USA
Listed on 2026-06-26
Listing for:
Vance Wealth Group, Inc.
Full Time
position Listed on 2026-06-26
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service, Customer Service Rep, Office Administrator/ Coordinator, Client Relationship Manager
Job Description & How to Apply Below
Vance Wealth Group, Inc. in Costa Mesa seeks a Sr. Client Service Associate to provide exceptional client service and operational support to the Advisor Team. The ideal candidate will assist with client meeting preparation, manage account administration, and support day-to-day operational efficiency.
Applicants should have 2–5+ years of experience in the financial services sector, preferably as a Client Service Associate, and possess strong organizational, communication, and customer service skills. This role emphasizes professionalism and proactive engagement.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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