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Client Service Specialist - Financial Services
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-01-04
Listing for:
Advisor Talent Solutions
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Services, Bank Customer Service
Job Description & How to Apply Below
A financial services recruitment agency in California seeks a Client Service Specialist. This role involves servicing the existing client base, handling service requests, and preparing client summaries. The ideal candidate has strong organizational skills, excellent communication abilities, and some experience in the financial sector. A life and health insurance license is required within six months. This position offers a base salary of $60,000 per year and excellent benefits including a 401K match and paid holidays.
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