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Wealth Management Client Services & Operations Associate
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-07-08
Listing for:
Northwestern Mutual
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
Northwestern Mutual in Irvine, California is looking for a Service Associate to join their Luminate Wealth Management team. The successful candidate will provide exceptional client service, support financial advisors by processing account paperwork, and facilitate the onboarding of new insurance clients.
Candidates should have a background in client service, possess FINRA licensing, and have excellent communication skills. The position offers a competitive base salary ranging from $56,000 to $110,000, comprehensive benefits, and opportunities for professional growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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