Client Solutions Analyst — Finance & Investments
Job in
Santa Monica, Los Angeles County, California, 90403, USA
Listed on 2026-08-12
Listing for:
Motive Partners
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Wilshire’s Client Solutions team serves as the interface between the firm and its clients, ensuring exceptional service and long-term relationships. This role coordinates with internal stakeholders to provide accurate reporting reflecting clients’ objectives and market insights.
You will support onboarding, KYC, and regulatory filings while collaborating with marketing, legal, and compliance to produce client materials and investment reports.
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