Client Service Associate - Wealth Advisory FirmWimbush & Associates, Inc. • Orange County, CA, US
Client Service Associate - Wealth Advisory Firm
Wimbush & Associates, Inc. • Orange County, CA, US
22 days ago
Job type
- Full-time
Job description4+ years of experience working in a wealth management firm in client relations. Active Series 7 and Series 66 licenses. Bachelor's degree in Business or Finance Knowledge of financial services products, including equities, bonds, mutual funds, options, annuities, and managed accounts. Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support. Salary range : $80k-$90k Health coverage including medical, dental, and vision insurance. Retirement Plan Paid Time Off
Job Description
Job Description
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 :
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Client Service Associate • Orange County, CA, US