McCarthy Wealth Management, Client Services Associate, Wealth Management/Financial Services
The Financial Services Administrative Associate is an integral member of our client service team working closely with the Operations Manager and Financial Advisors to deliver exceptional service to clients of MWM. The candidate will be an excellent communicator who is detail oriented, team oriented, friendly, positive and hard working. Additionally, the ideal candidate will have at least 2 years of experience in wealth management or related financial services disciplines. The candidate must possess exceptional project management skills, be highly organized, detail oriented and has an ability and desire to master new skills. Marketing tasks such as event planning and social media management are included in this position.
The firm is located in Newport Beach, CA and the role will be full-time in this office during normal business working hours. Ideal candidates will be located within a reasonable commute to the office as relocation assistance is not offered.
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