RIA Recruiting
Client Service Associate
Ventura, CA · Full-time
Sponsorship not specified$70k-$110kDetected 12 days ago
ExcelMicrosoft Office
About the role
- If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!
- Find out more about the firm at screamingeaglewm.com This position will be in-office with the possibility of hybrid work schedule after a three month training period.
- We want your input to help the firm and this position improve over time!
Requirements
- If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team.
Compensation
- Salary range of $70K-$110K, commensurate with relevant experience Great Work/Life Balance with a Monday-Friday Schedule $300/month health care stipend 401(k) with 3% employer contribution 10 PTO days in the first year plus 9 yearly holidays
Company info
- Screaming Eagle Wealth Management is a Wealth Management Firm in Ventura, CA and we are seeking a full-time Client Service Associate to join our team.
- We are committed to helping our clients meet their goals, and exceptional client service is a top priority for us.
- We are seeking a Client Service Associate to assist in providing excellent service to our clients.
Equal opportunity
- Equal Opportunity Employer.
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