Wealth Client Services Specialist
Beacon Pointe
Beacon Pointe, located in Newport Beach, CA, is seeking a Client Service Associate (CSA) to join a talented team dedicated to wealth management and client service for high net worth clients. The successful candidate will ensure excellent client communication and assist with account management. Key responsibilities include addressing client inquiries, monitoring custodial alerts, and collaborating with wealth advisors. A Bachelor's degree in Finance, Business, or Economics is preferred, along with strong communication, organizational, and analytical skills. #J-18808-Ljbffr
Vacancy posted 2 days ago
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