Wealth Management Client Services Specialist

SteelPeak Wealth, LLC; Los Angeles (CA); Presencial; USD 52 000 - 72 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Ongoing training

Mentorship and career development

Medical, dental, and vision insurance

401(k) with company match

Resumo da oferta

SteelPeak Wealth, LLC is seeking a skilled Client Service Associate to join our growing wealth management team. You will serve as a key contact for clients, supporting account management, service requests, and day-to-day operations with a focus on accuracy and responsiveness.

The ideal candidate has 1–2+ years in client service within wealth management, strong communication and organizational skills, and a commitment to delivering high-quality client service. Equal opportunity employer.

Qualificações

• Bachelor’s degree in finance, business, or related field or equivalent experience.
• 1-2+ years of experience as a Client Service Associate in wealth management or similar financial services.
• Experience with client account maintenance, service requests, and custodial processes.
• Strong organizational and communication skills with attention to deadlines.

Responsabilidades

• Serve as a primary point of contact for client inquiries and account needs.
• Deliver timely and high-quality client service while prioritizing requests.
• Support account maintenance, openings, transfers, and updates; process transactions.
• Coordinate with custodians and internal teams to resolve issues efficiently.

Conhecimentos

Organizational skills

Communication skills

Attention to detail

Time management

Formação académica

Bachelor’s degree in finance, business, or related field

Ferramentas

CRM systems

Wealth management platforms

Custodial processes

Descrição da oferta de emprego

SteelPeak Wealth, LLC is seeking a skilled Client Service Associate to join our growing wealth management team. You will serve as a key contact for clients, supporting account management, service requests, and day-to-day operations with a focus on accuracy and responsiveness.

The ideal candidate has 1–2+ years in client service within wealth management, strong communication and organizational skills, and a commitment to delivering high-quality client service. Equal opportunity employer.