Client Service Associate — Irvine (On‑Site, Wealth Mgmt)

Wealth Enhancement; Irvine (CA); On-site; USD 51,000 - 84,000; Full time

Benefits offered by this job

Health insurance

401k with match

Paid time off (PTO)

Professional development

Job summary

Wealth Enhancement in Irvine, CA is hiring a Client Service Associate for an on-site role. You will support the Financial Advisor and clients, handling paperwork, account setup, and requests, while maintaining organized client files.

This entry-level to mid-career position offers growth in wealth management and daily client interactions. The role requires a 4-year degree and 1+ years of financial administration or related customer service experience.

Qualifications

• 4-year degree preferred and relevant financial admin experience.
• Strong interpersonal and professional communication skills.
• Experience in customer service and administrative tasks preferred.
• Proficiency with Salesforce and Microsoft Office required or plus.

Responsibilities

• Serve as liaison between client and Financial Advisor.
• Assist with new account setup and fund transfers.
• Process client requests and financial paperwork.
• Maintain accurate client files and Salesforce records.
• Support multiple teams with client service tasks.

Skills

Interpersonal skills

Communication skills

Detail-oriented

Deadline-driven

Education

4-year degree

Financial administration experience

Customer service experience

Tools

Salesforce

Microsoft Office

AI and digital tools

Job description

Wealth Enhancement in Irvine, CA is hiring a Client Service Associate for an on-site role. You will support the Financial Advisor and clients, handling paperwork, account setup, and requests, while maintaining organized client files.

This entry-level to mid-career position offers growth in wealth management and daily client interactions. The role requires a 4-year degree and 1+ years of financial administration or related customer service experience.