Wealth Client Service Associate — Estate & Investment Support
Tamar Securities, LLC
TAMAR SECURITIES, LLC in Woodland Hills, CA, is seeking a Registered Client Service Associate to be a trusted contact between high-net-worth clients and our investment advisors. You will help with estate planning navigation, account onboarding, and clear communication. You will support financial analysis, cash management, and wealth strategies, maintain client records in our CRM, and ensure compliance with banking and securities rules. #J-18808-Ljbffr Tamar Securities, LLC
Vacancy posted 1 day ago
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