Client Service Associate - Wealth Advisory Firm

Client Service Associate - Wealth Advisory Firm

A fast-growing wealth advisory practice based in Orange County is seeking a Client Service Associate to support its advisors. This is an opportunity to join a firm where client service, professionalism, and growth are prioritized.

If you have a strong attention to detail and a passion for helping clients, this role might be for you. You'll work closely with senior team members and have a direct impact on the day-to-day operations of the firm.

Key Responsibilities :

• Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support.
• Respond promptly and accurately to all client inquiries.
• Handle all client scheduling for meetings with investment advisors.
• Maintain accurate records and documentation in accordance with regulatory requirements and firm policies.
• Uphold compliance standards and contribute to operational best practices within the firm.

Required Qualifications :

Compensation & Benefits :