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Wealth Client Support Specialist

Job in Santa Monica, Los Angeles County, California, 90403, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A leading financial services firm is searching for a Registered Client Service Associate to provide exceptional service and support Financial Advisors in Santa Monica. The ideal candidate will build client relationships, assist with transactions, and manage accounts while maintaining knowledge of financial products. This role demands strong organizational and interpersonal skills, along with the ability to work in a fast-paced environment.

Join a company dedicated to diversity and providing excellent benefits.
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