Client Service Specialist (Newport Beach, CA)

High School diploma or equivalent.  Bachelors degree preferred.

Five years of job related experience

Financial services industry required

Prior experience working in an office environment with a customer service focus helpful

Notary designation a plus

Eligible to pursue a CFP designation

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.  As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization.  You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.