Wealth Client Services Associate

PowerToFly; Laguna Niguel (CA); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career advancement

Supportive work environment

Job summary

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.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses required.

Responsibilities

• Provide service coverage for financial advisors and enhance client relationships.
• Educate clients regarding digital tools and support onboarding processes.
• Maintain calendars and coordinate meetings for financial teams.

Skills

Knowledge of financial services products

Detail oriented with superior organizational skills

Advanced Microsoft Office skills

Exceptional writing and interpersonal skills

Strong time management skills

Ability to work in a fast-paced environment

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS) and Series 66 (AG/RA)

Two or more years of industry experience preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

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.