Front Desk/Client Service Associate - Temecula, CA

Advisor Talent Solutions • Temecula, CA

3d • Onsite

About The Position

A growing wealth management firm is seeking a Front Desk / Client Service Associate for its Temecula office. The associate will work closely with a financial advisor and an experienced operations team to provide attentive client service and keep daily office operations running smoothly. Responsibilities span welcoming clients, coordinating appointments, and processing paperwork. The role offers the opportunity to build financial services knowledge, take ownership of work, and grow with the office, potentially toward greater responsibility in office operations, client service, or office management. Training and guidance on the firm’s systems and paperwork processes will be provided.

The position is fully onsite in Temecula, California. Typical hours are Monday through Friday, 8:00 a.m. to 5:00 p.m., with flexibility required to support approximately two to four evening seminars per month.

Requirements

• Experience in client service, office administration, or a position combining detailed paperwork with regular customer interaction.
• Warm, professional communication style and a commitment to following through.
• Strong organization and attention to detail, including when calls or client visits interrupt work.
• Comfort learning new technology and handling confidential information.
• Initiative, reliability, and willingness to help with the everyday details that create an excellent client experience.

Nice To Haves

• Financial services or branch office administration experience.
• Relevant experience in real estate transaction coordination, estate planning offices, or other professional service settings.
• Familiarity with Schwab or annuity paperwork.

Responsibilities

• Welcome clients and prospects, offer refreshments, and prepare comfortable, organized meeting spaces.
• Answer incoming calls, schedule appointments, and manage advisor calendars.
• Review incoming emails, respond to routine administrative requests, and coordinate follow-up with the appropriate team member.
• Assist with account applications, transfers, beneficiary updates, and annuity paperwork, taking on more complex tasks as skills develop.
• Maintain accurate client records and track outstanding service requests.
• Learn workflows involving Redtail, Charles Schwab, eMoney, and FireLight.
• Support local educational seminars by welcoming attendees and assisting with event logistics.
• Keep the office organized and help teammates as priorities change.

Benefits

• 401(k) with employer match.
• Employer-paid employee health coverage at the firm’s designated plan level after 90 days.
• Team activities and company-sponsored trips.
• Training and support from experienced team members.
• Opportunity to grow toward greater responsibility in office operations, client service, or office management.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed