Registered Client Service Associate

I've partnered with a prestigious wealth management firm, who is widely known as a leading financial services firm in wealth management and investment banking. They have a personalized approach to client service and advice for major corporations and HNW/UHNW clients. Their advisors and client service teams are known for long tenures, stability, and a culture rooted in trust and professionalism.The Client Service Associate role is central to the advisor-client experience, ensuring seamless client interactions and efficient operational support. This position is based in the San Fernando Valley area and will be 4 days a week on-site, serving as the go-to partner for advisors and High-Net-Worth clients alike.Key Responsibilities:Be a main point of contact in the advisors book of business. Manage onboarding, account setup, maintenance, and documentation.Process money movements (journals, wires, EFTs) and assist with billing/reporting.Handle client inquiries, tax info requests, and issue resolution.Maintain CRM data, compliance documentation, and assist with trade execution.What we're looking for:Holds active FINRA Series 7 and Series 66 licenses.Bachelor's degree required.4 years of relevant CSA/CRS or operations experience in wealth management or financial services working with HNW/UHNW clients and advisors.Familiarity with estate planning a plus.