Wealth Client Services Associate

A leading financial services firm is seeking registered client service associates in Laguna Niguel, CA. The role involves providing exceptional support to financial advisors and clients daily. Candidates must possess strong interpersonal skills, a high school diploma, and active Series 7 and Series 66 licenses. Responsibilities include client relationship management, onboarding, and administrative support. The firm offers competitive compensation with expected base pay between $50,000 and $85,000, alongside comprehensive employee benefits.
#J-18808-Ljbffr