Wealth Management Client Services Specialist

A global financial services firm in Newport Beach seeks a PWM Registered Client Service Associate to provide exceptional service and support Financial Advisors. Responsibilities include enhancing client relationships, handling transactions, and performing administrative tasks. Ideal candidates have strong interpersonal and organizational skills, a high school diploma, and relevant industry certifications. This role offers a comprehensive compensation package and the opportunity to grow within a diverse work environment. #J-18808-Ljbffr