Touch Client Service Specialist - Wealth Advisory Path
Job in
Manhattan Beach, Los Angeles County, California, 90266, USA
Listed on 2026-07-26
Listing for:
hireneXus
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Hirene Xus in Manhattan Beach, CA, is partnering with a boutique wealth advisory to hire a Client Service Specialist/Associate Wealth Advisor. You will support advisors, manage client onboarding, and help deliver a high-touch client experience for sophisticated families.
This role offers a growth path in advisory services, exposure to portfolio reporting, planning projects, and collaboration with senior team members in a fast-paced environment.
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