Wealth Client Services & Operations Associate
Listed on 2026-10-06
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Finance & Banking
Financial Services
Blue Trust in California is seeking a Client Service Associate to oversee client service activities for the Family Office division. You will design and implement processes to boost efficiency and support investment management, accounting, and office administration.
The role involves responding to client needs, preparing reports, and facilitating meetings. Applicants should have a Bachelor's degree and at least three years of operations, client service, or accounting experience, with strong Excel
This opening is for the Wealth Client Services & Operations Associate role at Blue Trust.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Client Services & Operations Associate role in the description above.
We appreciate your interest in this position.
Join Blue Trust and contribute to our ongoing work.
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