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Client Services Associate
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-10-12
Listing for:
Alder Capital, LLC
Full Time
position Listed on 2026-10-12
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Alder Capital, LLC (Alder Capital) is an SEC-registered investment advisor based in Solana Beach, CA. Alder Capital provides investment advisory and related services for high-net-worth clients nationally, focusing on delivering proven investment success and comprehensive financial services.
Role DescriptionThis is a full-time on-site role for a Client Services Associate at Alder Capital, LLC in Solana Beach, CA. The Client Services Associate will provide client services, custodial interface, customer support, and communication to ensure exceptional customer service.
Qualifications- Client Services, Customer Support, and Customer Service skills
- Finance knowledge and experience
- Excellent interpersonal skills and ability to work effectively in a team
- Ability to prioritize tasks and manage time efficiently
- A detail-oriented and organized approach to work
- 5 plus years experience at a RIA or related financial services firm
This position is for the Client Services Associate role at Alder Capital, LLC.
Position Requirements
10+ Years
work experience
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