Wealth Client Services Associate; Irvine

First Foundation Advisors, affiliated with Sunflower Bank, N.A., seeks a Client Service Associate to serve as a primary contact for clients and provide high-touch service and operational support across the client lifecycle. In Irvine, CA, you will collaborate with the team to ensure timely account administration, transaction processing, and service requests while maintaining superior client experience.

The role emphasizes organized administration, CRM data upkeep, and effective communication

Join us at First Foundation Advisors as our next Wealth Client Services Associate (Irvine) in Irvine, CA, United States.

We are currently recruiting a Wealth Client Services Associate (Irvine) for our team in Irvine, CA, United States.

This is a great opening to take on the Wealth Client Services Associate (Irvine) role at First Foundation Advisors.

As a Wealth Client Services Associate (Irvine), you will play an important part at First Foundation Advisors in Irvine, CA, United States.