Front Desk/Client Service Associate - Temecula, CA

Advisor Employee Services • Temecula, CA

2d • 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. The role includes welcoming clients, coordinating appointments, and processing paperwork, with opportunities to build financial services knowledge and take ownership of work as the office grows.

The firm offers room to grow toward greater responsibility in office operations, client service, or office management; training and guidance from experienced team members; and access to leadership in a small office. Benefits include a 401(k) with employer match and employer-paid employee health coverage at the firm’s designated plan level after 90 days. Team activities and company-sponsored trips are also offered.

This is a full-time, fully onsite position 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 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 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.
• Opportunities 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