Client Experience Specialist | Remote Fridays & Growth
Remote / Online - Candidates ideally in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-11
San Diego, San Diego County, California, 92189, USA
Listing for:
Stratos Private Wealth
Remote/Work from Home
position Listed on 2026-08-11
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, HelpDesk/Support, Client Relationship Management
Job Description & How to Apply Below
Stratos Private Wealth is seeking a Client Service Associate who thrives in a collaborative, fast-paced environment and is passionate about delivering exceptional client service.
You will support relationship managers, process service requests, onboarding, and reporting, while leveraging Salesforce, Orion, eMoney, and MS Office to keep client information organized and accurate. The role offers a mix of in-office and remote-work days.
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