Wealth Client Services Associate

A financial services firm in Newport Beach seeks a Client Service Associate to provide exceptional service to clients and support Financial Advisors. The role requires strong interpersonal skills, the ability to build trusted relationships, and experience in client service. Responsibilities include onboarding clients, resolving inquiries, and preparing financial reports. Candidates should have a high school diploma, industry knowledge, and be willing to acquire relevant licenses.

A commitment to client satisfaction is essential in a dynamic, team-oriented environment.
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