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Wealth Management Client Associate - Advisor Support

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: National Black MBA Association
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
Position: Wealth Management Client Associate - Trusted Advisor Support
A financial services firm located in Newport Beach is seeking a motivated individual for a client services role. The position involves providing excellent client service, maintaining client relationships, and requires a solid understanding of financial products. Ideal candidates will possess strong communication skills and be detail-oriented.

This role offers a competitive hourly pay range of $25.00 - $44.00, along with industry-leading benefits. Join a company that values diversity and is committed to employee growth.
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Position Requirements
10+ Years work experience
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