Wealth Management Client Services Specialist

6 days ago

Newport Beach, CA, United States Mercer Advisors Full time

A leading financial consulting firm in Newport Beach seeks a Client Service Specialist to manage day-to-day operations and provide exceptional support to Wealth Advisors. Responsibilities include handling client communications, ensuring compliance with regulatory requirements, and onboarding new clients. The ideal candidate has five years of experience in financial services and strong communication skills. This full-time role offers competitive pay and generous benefits, ensuring a supportive environment for professional growth.

#J-18808-Ljbffr

  • Wealth Planning

    4 days ago

    Newport Beach, CA, United States HighTower Full time

    A national financial services firm located in Newport Beach is seeking a Financial Planning Support Specialist. This role involves assisting with client services, financial planning tasks, and managing administrative duties. The ideal candidate holds a BA/BS in finance, has 3+ years of experience, and possesses strong communication and organizational skills....

  • Wealth Planning

    4 days ago

    Newport Beach, CA, United States HighTower Full time

    A national financial services firm located in Newport Beach is seeking a Financial Planning Support Specialist. This role involves assisting with client services, financial planning tasks, and managing administrative duties. The ideal candidate holds a BA/BS in finance, has 3+ years of experience, and possesses strong communication and organizational skills....

  • Wealth Planning

    4 days ago

    Newport Beach, CA, United States HighTower Full time

    A national financial services firm located in Newport Beach is seeking a Financial Planning Support Specialist. This role involves assisting with client services, financial planning tasks, and managing administrative duties. The ideal candidate holds a BA/BS in finance, has 3+ years of experience, and possesses strong communication and organizational skills....

  • Wealth Planning

    4 days ago

    Newport Beach, CA, United States HighTower Full time

    A national financial services firm located in Newport Beach is seeking a Financial Planning Support Specialist. This role involves assisting with client services, financial planning tasks, and managing administrative duties. The ideal candidate holds a BA/BS in finance, has 3+ years of experience, and possesses strong communication and organizational skills....

  • Wealth Planning

    4 days ago

    Newport Beach, CA, United States HighTower Full time

    A national financial services firm located in Newport Beach is seeking a Financial Planning Support Specialist. This role involves assisting with client services, financial planning tasks, and managing administrative duties. The ideal candidate holds a BA/BS in finance, has 3+ years of experience, and possesses strong communication and organizational skills....

  • Wealth Planning

    4 days ago

    Newport Beach, CA, United States HighTower Full time

    A national financial services firm located in Newport Beach is seeking a Financial Planning Support Specialist. This role involves assisting with client services, financial planning tasks, and managing administrative duties. The ideal candidate holds a BA/BS in finance, has 3+ years of experience, and possesses strong communication and organizational skills....

  • Wealth Planning

    4 days ago

    Newport Beach, CA, United States HighTower Full time

    A national financial services firm located in Newport Beach is seeking a Financial Planning Support Specialist. This role involves assisting with client services, financial planning tasks, and managing administrative duties. The ideal candidate holds a BA/BS in finance, has 3+ years of experience, and possesses strong communication and organizational skills....

  • Wealth Planning

    5 days ago

    Newport Beach, CA, United States HighTower Full time

    A national financial services firm located in Newport Beach is seeking a Financial Planning Support Specialist. This role involves assisting with client services, financial planning tasks, and managing administrative duties. The ideal candidate holds a BA/BS in finance, has 3+ years of experience, and possesses strong communication and organizational skills....

  • Wealth Planning

    4 days ago

    Newport Beach, CA, United States HighTower Full time

    A national financial services firm located in Newport Beach is seeking a Financial Planning Support Specialist. This role involves assisting with client services, financial planning tasks, and managing administrative duties. The ideal candidate holds a BA/BS in finance, has 3+ years of experience, and possesses strong communication and organizational skills....

  • Wealth Planning

    4 days ago

    Newport Beach, CA, United States HighTower Full time

    A national financial services firm located in Newport Beach is seeking a Financial Planning Support Specialist. This role involves assisting with client services, financial planning tasks, and managing administrative duties. The ideal candidate holds a BA/BS in finance, has 3+ years of experience, and possesses strong communication and organizational skills....