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Client Service Associate - Wealth Advisory Firm

Client Service Associate - Wealth Advisory Firm

Wimbush & Associates, Inc.Orange County, CA, US
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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 :

  • 4+ 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.

    • Compensation & Benefits :

  • Salary range : $80k-$90k
  • Health coverage including medical, dental, and vision insurance.
  • Retirement Plan
  • Paid Time Off
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    Client Service Associate • Orange County, CA, US

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