Client Service Specialist - Newport Beach, CA
3 days ago

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients.+
+Responsibilities
- Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes
- Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements
- Coordinating with internal operation departments to ensure client requests are fulfilled
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Job description
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