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Wealth-Management Client Service Specialist

Job in Manhattan Beach, Los Angeles County, California, 90266, USA
Listing for: Monograph Wealth
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 140000 USD Yearly USD 80000.00 140000.00 YEAR
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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