Wealth Management Client Service Associate

Fwainvest; Newport Beach (CA); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid time off including vacation and holidays

Retirement savings plan

Job summary

Fwainvest in Newport Beach, CA is seeking a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to handle multiple tasks in a fast-paced environment.

This essential role includes onboarding new clients, processing asset transfers, and preparing financial reports. A high school diploma and related experience in the securities industry are preferred.

Qualifications

• 1+ years of experience in securities industry or related work.
• Knowledge of financial markets, products, and industry regulations.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Serve as the first point of contact for client interactions.
• Onboard new clients and open client accounts.
• Process transfer of assets and monitor available cash for investment.

Skills

Effective communication skills

Client Management Software

Excel proficiency

Organizational abilities

Problem-solving skills

Education

High School Diploma or equivalent

Tools

Client Relationship Management (CRM) software

Job description

Fwainvest in Newport Beach, CA is seeking a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to handle multiple tasks in a fast-paced environment.

This essential role includes onboarding new clients, processing asset transfers, and preparing financial reports. A high school diploma and related experience in the securities industry are preferred.