Client Service

3 days ago

Irvine, CA, United States Sunflower Bank NA Full-time

First Foundation Advisors seeks a Client Service Associate in Irvine, CA to deliver high-touch service and support across the client lifecycle. You will ensure timely account administration, processing, and service requests while upholding exceptional client experience.

The role emphasizes meeting coordination, documentation, and CRM data integrity, with exposure to Orion and Practifi CRM tools and a collaborative team environment.

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