Boutique Wealth Management Client Service Associate
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-21
Listing for:
Sanctuary Wealth Group LLC
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Soteris Private Wealth is seeking an experienced Wealth Management Client Service Associate to deliver high-quality client service and operational support for a boutique wealth management team in Walnut Creek, CA. You will work closely with the Senior Client Associate and assist with day-to-day client needs, account activity, and workflows.
The ideal candidate has 3-5+ years in wealth management client service or related fields, with strong communication and MS Office proficiency.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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