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Wealth-Management Client Service Specialist
Job in
Manhattan Beach, Los Angeles County, California, 90266, USA
Listed on 2026-07-01
Listing for:
Monograph Wealth
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Monograph Wealth is seeking a Client Service Specialist in Manhattan Beach, CA. The role supports ultra high net worth clients, ensuring timely and accurate service delivery.
The ideal candidate will possess financial literacy, strong organizational skills, and experience with custodial and CRM platforms. They will enhance client relationships and assist with various financial planning tasks.
Monograph offers a competitive salary range of $80,000 - $140,000 plus bonuses and benefits. Interested applicants can apply via Linked In or at
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