Wealth Client Services Associate (Hybrid)

Centura Wealth Advisory; San Diego (CA); Hybrid; USD 79,000 - 86,000; Full time

Benefits offered by this job

Hybrid schedule

Job summary

Centura Wealth Advisory in San Diego is seeking a Client Service Representative to deliver exceptional support for high-net-worth clients. The CSR acts as a trusted liaison, handling account setups, maintenance, and inquiries with a focus on accuracy and regulatory compliance.

The role offers a hybrid schedule (four days in office, one day remote) and opportunities to collaborate with financial advisors, prepare client reports, and contribute to a white-glove client experience.

Qualifications

• Bachelor’s degree preferred; not required but considered.
• 1–3 years of experience in client service or related role within wealth management or financial services.
• Experience with CRM software and MS Office tools.

Responsibilities

• Set up new client accounts
• Account cancellation and ownership change processes
• First point of contact for clients via phone, email, and in-person
• Assist with account openings, transactions, and updating personal information
• Process client paperwork with regulatory compliance
• Prepare client reports and meeting materials
• Collaborate with financial advisors to resolve client issues
• Monitor client account activity and communicate changes
• Follow up with clients to ensure needs are met
• Assist onboarding for new clients
• Stay informed about firm products and services to communicate offerings

Skills

Client service

Communication

Attention to detail

Confidentiality

Time management

Teamwork

Problem-solving

Independent work

Education

Bachelor’s degree in Finance, Business Administration, Economics, or related field

Tools

CRM software

Microsoft Office

Job description

Centura Wealth Advisory in San Diego is seeking a Client Service Representative to deliver exceptional support for high-net-worth clients. The CSR acts as a trusted liaison, handling account setups, maintenance, and inquiries with a focus on accuracy and regulatory compliance.

The role offers a hybrid schedule (four days in office, one day remote) and opportunities to collaborate with financial advisors, prepare client reports, and contribute to a white-glove client experience.