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Wealth Client Associate - Entry Level Service & Ops

Job in Hemet, Riverside County, California, 92543, USA
Listing for: Alpha Wealth
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in California is looking for a Client Associate to support advisors and clients with high-quality service and administrative tasks. The ideal candidate will interact directly with clients, assist with account inquiries, and collaborate with advisors to ensure accurate documentation. Candidates should have a preferred background in finance or a related field and be proficient in Microsoft Office.

This role is perfect for those seeking to enter the wealth management industry.
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Position Requirements
Less than 1 Year work experience
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