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Remote Client Services Specialist

Remote / Online - Candidates ideally in
Hermosa Beach, Los Angeles County, California, 90254, USA
Listing for: Confidential
Remote/Work from Home position
Listed on 2025-12-11
Job specializations:
  • IT/Tech
    HelpDesk/Support
Job Description & How to Apply Below
A boutique wealth management firm is seeking a Client Services Associate to manage client experiences and ensure smooth operations. The ideal candidate possesses strong emotional intelligence, proficiency in Microsoft Office, and the ability to learn financial software quickly. This fully remote position values flexibility and a supportive attitude, making it suitable for those who can maintain a distraction-free workspace oy the autonomy to balance work and personal commitments while making a significant impact.
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