Our client is a rapidly expanding RIA in Irvine, CA that manages over $2 billion in assets under management. They are currently searching for a Senior Client Services Specialist who is personable, detail-oriented, and reliable. Your exceptional client-centric skills will be essential in a high-volume office environment that caters to HNW pre-retiree and retired clients. The firm is committed to providing exceptional client service while prioritizing confidentiality and security in retirement planning.
Job Requirements & Qualifications: