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Wealth Client Services Specialist
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-07-08
Listing for:
Hispanic Alliance for Career Enhancement
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
The Hispanic Alliance for Career Enhancement in Newport Beach seeks a dedicated professional to support wealth advisors and enhance client experiences. This role involves preparing client presentations, conducting market research, and effectively managing client relationships.
The ideal candidate has 3–5 years in financial planning, is proficient in relevant software, and demonstrates strong communication and analytical skills.
Benefits include health insurance, retirement savings plans, and tuition reimbursement, among others.
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