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Wealth Client Services & Onboarding Specialist

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Corient Services LLC
Full Time position
Listed on 2026-08-08
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 69550 - 90325 USD Yearly USD 69550.00 90325.00 YEAR
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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