About this role
Sr. Client Service Associate at Vance Wealth. Location: Costa Mesa, California, United States. Role: scheduling meetings, managing workflows, processing transactions Requirements: High school diploma required (associate/bachelor's preferred). 2+ years in wealth management or client service preferred. FINRA Series 7/63/65 strongly preferred. Proficiency with Microsoft Office Suite and Salesforce; familiarity with Fidelity platforms. Category: Customer Service Seniority: Entry Level Tools: Microsoft Office Suite, Salesforce, Fidelity Certifications: series 7, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English