Client Services Specialist for Financial Advisors

A financial services firm in Newport Beach seeks a Client Service Associate to provide high-quality administrative support to financial advisors. The candidate should excel in client communication and be able to manage tasks effectively in a fast-paced environment. Responsibilities include advising clients on banking products, processing transactions, and assisting in marketing efforts. A High School diploma and preference for securities industry experience are required. Join us and grow your career in a supportive environment. #J-18808-Ljbffr