Wealth Management Client Services Specialist

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

Job summary

Centura Wealth Advisory in San Diego seeks a Client Service Representative to deliver exceptional support to high‑net‑worth clients and internal stakeholders. You will act as a liaison, handling opening and updating client accounts, and coordinating with advisors to ensure accurate, compliant service.

Ideal candidates have 1–3 years in client service within wealth management, strong communication skills, and proficiency in CRM and MS Office.

Qualifications

• Bachelor’s degree or higher in Finance, Business Administration, Economics or related field preferred.
• 1–3 years in client service or wealth management or financial services.
• Experience with CRM software and Microsoft Office.
• Strong communication, organization and multitasking skills.

Responsibilities

• Set up new client accounts and manage account cancellations.
• Handle ownership changes and ensure deadlines are met.
• Be first point of contact via phone, email, or in-person interactions.
• Assist clients with openings, transactions and updating personal information.
• Process client paperwork adhering to regulatory requirements.

Skills

Wealth management basics

Client communication

Attention to detail

Team collaboration

Regulatory compliance

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Office Suite

CRM software

Job description

Centura Wealth Advisory in San Diego seeks a Client Service Representative to deliver exceptional support to high‑net‑worth clients and internal stakeholders. You will act as a liaison, handling opening and updating client accounts, and coordinating with advisors to ensure accurate, compliant service.

Ideal candidates have 1–3 years in client service within wealth management, strong communication skills, and proficiency in CRM and MS Office.