Wealth Client Services Specialist

PowerToFly; Newport Beach (CA); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Career development opportunities

Inclusive workplace culture

Job summary

A financial services firm in Newport Beach is seeking a Client Service Associate to provide exceptional support to Financial Advisors and clients. The successful candidate will build strong relationships, answer queries, and manage transactions efficiently. Candidates with a high school diploma, relevant licenses, and previous financial industry experience are encouraged to apply. The role demands strong customer service and organizational skills, with opportunities to grow within a collaborative environment that values diversity and inclusion.

Qualifications

• High School Diploma required, college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 needed.
• Two or more years of experience in the industry preferred.

Responsibilities

• Support FA/PWA/team in enhancing client relationships.
• Execute transactions and answer client account questions.
• Educate clients on digital tools.

Skills

Interpersonal skills

Detail-oriented

Organizational skills

Microsoft Office skills

Customer service skills

Time management

Education

High School Diploma/Equivalency

College degree

Active Series 7 (GS)

Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Two or more years of industry experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

A financial services firm in Newport Beach is seeking a Client Service Associate to provide exceptional support to Financial Advisors and clients. The successful candidate will build strong relationships, answer queries, and manage transactions efficiently. Candidates with a high school diploma, relevant licenses, and previous financial industry experience are encouraged to apply. The role demands strong customer service and organizational skills, with opportunities to grow within a collaborative environment that values diversity and inclusion.