Wealth Management Client Services Associate
Job in
Santa Barbara, Santa Barbara County, California, 93190, USA
Listed on 2026-07-06
Listing for:
Avalan Wealth
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Avalan Wealth in Santa Barbara, CA is looking for a Client Service Associate to enhance the client experience by providing reliable support for service requests and transactions. This role demands a professional who communicates with warmth and precision while managing critical client documentation and records.
Candidates should have prior experience in financial planning, excellent organizational skills, and the ability to manage multiple priorities. The position offers health benefits, 401(k), and a supportive workplace culture.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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