Wealth Management Client Services Associate
Listed on 2026-10-18
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Finance & Banking
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Customer Service/HelpDesk
Wealth Enhancement Group’s Irvine, CA office is seeking a Client Service Associate to bridge the client and Financial Advisor, handling client paperwork and account reviews. This on-site role operates Monday–Friday, 8am–5pm, with a starting pay range of $31.25/hr to $33.65/hr and an annual salary around $65,000–$70,000, excluding bonuses.
You will support the senior advisor, assist with new accounts, maintain files, and collaborate across teams while using AI and digital tools to improve service
The following role is for a Wealth Management Client Services Associate with Wealth Enhancement Group.
Join us at Wealth Enhancement Group as our next Wealth Management Client Services Associate in Irvine, CA, United States.
We are currently recruiting a Wealth Management Client Services Associate for our team in Irvine, CA, United States.
This is a strong role to take on the Wealth Management Client Services Associate role at Wealth Enhancement Group.
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