Gerber Kawasaki Wealth & Investment Management in Santa Monica is seeking an experienced Client Services Associate to support Financial Advisors and clients throughout the account lifecycle. This role requires a highly organized, tech-savvy professional who can navigate multiple custodial platforms and systems while delivering accurate, fast service.
You will manage account setup and maintenance, process transactions, and collaborate across teams to enhance the client and advisor experience.
#J-18808-LjbffrWealth Management Client Services Specialist in santa monica at Unknown Company
This position is listed as full time and onsite.