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Corient Services LLC is seeking a Client Service Associate in San Diego, California. This role manages the onboarding process for new clients and requires strong communication and organizational skills to provide exceptional client service.
The ideal candidate has a BA/BS degree and at least two years of experience in Financial Services, preferably in a Registered Investment Adviser firm. Benefits include a matching 401(k) plan, medical insurance options, and paid professional development.
Corient Services LLC is seeking a Client Service Associate in San Diego, California. This role manages the onboarding process for new clients and requires strong communication and organizational skills to provide exceptional client service.
The ideal candidate has a BA/BS degree and at least two years of experience in Financial Services, preferably in a Registered Investment Adviser firm. Benefits include a matching 401(k) plan, medical insurance options, and paid professional development.