Client Success Associate – Family Office
Listed on 2026-10-06
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Customer Service/HelpDesk
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Blue Trust, Inc. in Irvine, CA, is seeking a Client Service Associate for its Family Office to support client service, investment reporting, and office administration. You will process applications, deposits, withdrawals, and prepare client reports while collaborating with Advisors to meet client goals.
The role emphasizes accuracy, confidentiality, and procedures to improve division efficiency. Strong Excel/Word skills and the ability to manage multiple projects are essential.
We are seeking a motivated Client Success Associate – Family Office to join Blue Trust, Inc. in Irvine, CA, United States.
Join us at Blue Trust, Inc. as our next Client Success Associate – Family Office in Irvine, CA, United States.
We are currently recruiting a Client Success Associate – Family Office for our team in Irvine, CA, United States.
This is a genuine position to take on the Client Success Associate – Family Office role at Blue Trust, Inc.
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