Job Details

Job Title: Client Service Associate

Company: Confidential – Wealth Management Company

Location: San Diego, CA 92130 (Onsite)

Pay Rate: $27.00/hr

Schedule: Monday–Friday, 8:00 AM – 4:30 PM

Duration: ASAP – through April, with potential to convert to permanent

About the Role:

We're partnering with a leading Wealth Management & Financial Advisory firm in San Diego to hire a Client Service Associate to support the Client Services team. This role focuses on client service and cashiering support, with some administrative responsibilities. This temporary role is a fantastic opportunity for an early-career professional with teller or junior banking experience to gain exposure to wealth management operations.

What You'll Do:

• Provide day-to-day client service and cashiering support, along with light administrative assistance
• Attend to client inquiries and transactions at the front desk or via phone/email
• Assist with scheduling, meeting coordination, and other administrative tasks as needed
• Prepare client documentation, follow-ups, and support internal workflows
• Serve as a professional point of contact for clients and visitors
• Support team coordination across departments and compliance processes

Candidate Profile:

• Early-career professional with teller experience or junior banking experience
• Strong preference for candidates with a financial services background to minimize ramp-up time
• Able to handle client-facing responsibilities with professionalism
• Flexible and adaptable; able to take on administrative tasks as needed

Why You'll Love It:

• Gain hands-on experience in financial services and client support
• Temporary role with potential to convert to permanent
• Support a dynamic, high-performing team in a professional environment

Background Check: Required prior to start

Please submit your resume to apply.

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