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Client Services Associate — Wealth Management Support

Job in Tustin, Orange County, California, 92681, USA
Listing for: Financial Advisors Network, Inc.
Full Time position
Listed on 2026-02-15
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Tustin, CA is seeking a detail-oriented Client Service Associate to support financial advisors in managing client relationships. Responsibilities include assisting with client account onboarding, maintaining accurate client records, and ensuring compliance with industry regulations. The ideal candidate should possess excellent communication skills, attention to detail, and a desire to grow within the financial planning sector.

Benefits include paid time off, 401(k), and medical insurance.
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Position Requirements
10+ Years work experience
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