Client Service & Wealth Support Associate
Listed on 2026-10-06
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Finance & Banking
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Customer Service/HelpDesk
First Foundation Advisors in Irvine, CA is seeking a full-time Client Service Associate to join our client-focused wealth management team. You will deliver high-touch service, support account administration, and coordinate meetings and communications with clients and prospects.
Requirements include a high school diploma or equivalent (bachelor’s preferred), 3–5 years of related experience, and proficiency with Microsoft Office, Photoshop, and CRM tools.
This role is for the Client Service & Wealth Support Associate role at Sunflower Bank Mortgage Lending.
Are you ready to take on the Client Service & Wealth Support Associate role at Sunflower Bank Mortgage Lending?
We would love to welcome a new Client Service & Wealth Support Associate to our organisation in Irvine, CA, United States.
For the Client Service & Wealth Support Associate position at Sunflower Bank Mortgage Lending, we are reviewing applications now.
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