Wealth Client Services Specialist

A leading wealth management firm is seeking a Client Service Associate (CSA) in San Diego, CA. The CSA will engage with high net worth individuals, handling routine client requests and ensuring efficient service delivery. They will work closely with relationship managers and assist in preparing meeting materials. Applicants should hold a Bachelor's degree, possess strong communication and organizational skills, and demonstrate proficiency in Microsoft Office applications. This is an entry-level, full-time position. #J-18808-Ljbffr