Wealth Client Services Associate — Part-Time

A global financial institution in Irvine, CA, is seeking a Registered Client Associate. This part-time position supports client advisors in delivering exceptional service. Responsibilities include acting as a first contact for clients, assisting with account openings, and ensuring compliance. The ideal candidate should have Series 7 and 66 licenses, along with 2+ years of client service experience in finance. A competitive salary range of $60,000 – $70,000 per year is offered, dependent on qualifications and experience.
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