A financial services firm in Newport Beach is seeking a Client Service Associate to provide exceptional support to Financial Advisors and clients. The successful candidate will build strong relationships, answer queries, and manage transactions efficiently. Candidates with a high school diploma, relevant licenses, and previous financial industry experience are encouraged to apply. The role demands strong customer service and organizational skills, with opportunities to grow within a collaborative environment that values diversity and inclusion.
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Wealth Client Services Specialist in newport beach at Unknown Company
This position is listed as full time and onsite.