In-Office Client Onboarding & Account Support Specialist
$50k - $65kAtikan Wealth Partners
A financial services firm based in Irvine, CA, is seeking a Client Services & Account Support Specialist to manage client onboarding and ongoing support with a focus on detail and compliance. The ideal candidate will excel in preparing documents, maintaining client communications, and ensuring accuracy in all procedures. This fully in-office position requires strong client service skills and prior experience in the financial industry with a competitive salary ranging from $50,000 to $65,000. #J-18808-Ljbffr Atikan Wealth Partners
Vacancy posted 1 day ago
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