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Wealth Management Client Associate: Client Services Pro

Job in Irvine, Estill County, Kentucky, 40336, USA
Listing for: National Black MBA Association
Full Time position
Listed on 2026-01-08
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 25 - 44 USD Hourly USD 25.00 44.00 HOUR
Job Description & How to Apply Below
Location: Irvine

A wealth management firm in Irvine seeks a Client Service Associate to provide comprehensive support to Financial Advisors. This role emphasizes excellent service delivery, strong communication skills, and the ability to manage multiple tasks simultaneously. Candidates should have a minimum of 1+ years in a relevant role and possess strong analytical and organizational skills. This position offers compensation ranging from $25.00 to $44.00 hourly based on experience, plus discretionary bonuses.
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Position Requirements
10+ Years work experience
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