HNW Client Experience Specialist
Job in
Costa Mesa, Orange County, California, 92626, USA
Listed on 2026-06-21
Listing for:
Apella Wealth
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Apella Wealth is seeking a Client Relationship Specialist to join their Costa Mesa, CA team. In this role, you will serve as a primary point of contact for High Net Worth clients, working closely with Apella Advisors to deliver exceptional client service as part of a collaborative team.
This position requires 3-5 years of direct client experience, superb communication skills, and a strong commitment to building relationships. The role offers a hybrid working environment and competitive salary with benefits.
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