Wealth Client Services Administrator (Hybrid)

L4

christopher weil companySan Diego, CAyesterday
A prestigious wealth management firm in San Diego seeks a Client Services Administrator to enhance client relationships through careful administrative support. The role includes client onboarding, data management, and office support. Candidates should have strong organizational skills, attention to detail, and a commitment to client service. The position offers a competitive salary and a hybrid work arrangement after initial training.
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Level

MidL4

Location

San Diego, CA

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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