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Wealth Client Services & Onboarding Specialist
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-08
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
Corient Services LLC is seeking a Client Service Associate in San Diego, California. This role manages the onboarding process for new clients and requires strong communication and organizational skills to provide exceptional client service.
The ideal candidate has a BA/BS degree and at least two years of experience in Financial Services, preferably in a Registered Investment Adviser firm. Benefits include a matching 401(k) plan, medical insurance options, and paid professional development.
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