Wealth Management Client Service Associate
Fwainvest
Fwainvest in Newport Beach, CA is seeking a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to handle multiple tasks in a fast-paced environment. This essential role includes onboarding new clients, processing asset transfers, and preparing financial reports. A high school diploma and related experience in the securities industry are preferred. #J-18808-Ljbffr Fwainvest
Vacancy posted 3 days ago
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