Client AssociateAlpha Wealth • Hemet, CA, US
Client Associate
Alpha Wealth • Hemet, CA, US
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Series 65 license preferred Experience with / understanding of investments Bachelor's degree preferred College coursework / degree in accounting, finance, or business-related field preferredTwo years of prior administrative office experience (or equivalent experience) Proficient in Microsoft Office (specifically Excel and Word), and Adobe Acrobat Basic understanding of customer service principles and professional communication Familiarity with general office procedures, recordkeeping, and documentation Comfort using computer software, web-based platforms, and internal systems Professional discretion when handling confidential client information Strong attention to detail and accuracy Clear verbal and written communication skills Ability to follow established processes and instructions Comfortable working independently while also supporting a team Willingness to learn new systems, procedures, and industry concepts Organized, dependable, and responsive to client and team needs Serve as a first point of contact for clients via phone, email, and virtual communication Assist clients with routine account inquiries and service requests Coordinate with advisors and third-party partners to support account maintenance and documentation Maintain accurate records of client interactions and transactions Prepare, organize, and maintain confidential files and reports Use internal systems and software to support daily operations Assist with scheduling meetings and preparing materials Support basic Excel tasks such as data entry, tracking, and simple formulas Perform additional administrative and operational tasks as assigned
Job Description
Job Description
Benefits :
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
The Client Associate position works with Alpha Wealth Management.
We are seeking a Client Associate to join our growing wealth management team. This is an entry-level to early-career position ideal for someone who enjoys client interaction, is highly organized, and is interested in building a career in financial services. The Client Associate plays a key role in supporting advisors and clients by handling day-to-day service needs, maintaining accurate records, and ensuring a positive client experience. This role offers hands-on exposure to wealth management operations, with training and growth opportunities for the right candidate.
Pay Range : $18.00 - $30.00 per hour, based on qualifications
Job Summary
The Client Associate supports the firms advisors and clients by providing high-quality client service, administrative support, and operational assistance. This role serves as a key point of contact for client inquiries and helps ensure account information, documentation, and communications are handled accurately and professionally. The position is well-suited for an entry-level to moderately experienced professional interested in gaining exposure to the wealth management industry.
Education and Experience
Knowledge
Skills
Primary Job Duties
[job_alerts.create_a_job]
Client Associate • Hemet, CA, US
[internal_linking.similar_jobs]
Career Changers Wanted – Your Next Big Opportunity Starts Here!.Are you looking for a fresh start but unsure where to begin?.
At Wesley Finance Group, we specialize in turning ambition into su...[show_more]
Now is the time to join Hemet Dental Group and Orthodontics.You will have opportunities to learn new skills from our team of experienced professionals.
If you're ready to take your career to the nex...[show_more]
This position is essential to the success of our retail stores.Store associates work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Willi...[show_more]
Join us as a Service Team Associate.We’re looking for friendly team players to create a warm environment for our guests and provide great service for our guests.
Thrive in a safe and supportive work...[show_more]
Position : Clinical Social Worker Increased Salaries are Just the Beginning… The past few years have seen dramatic shifts in the health care landscape.
California Correctional Health Care Services (C...[show_more]
AlliedTravelCareers is working with AHS Staffing to find a qualified Occupational Therapist (OT) in Hemet, California, 92544!.
AHS Staffing is looking for a SNF Occupational Therapist in Hemet, CA f...[show_more]
General Dentist - Fantastic Career Opportunities.High-end compensation in the industry, guaranteed base plus percentage production.
Large, diverse patient base of all payor types.Provide general, sp...[show_more]
Transform Your Career with Kenneth Brown Agency Sales Team Join Kenneth Brown Agency and embark on a rewarding journey with our elite sales team.
This remote opportunity offers flexibility, robust s...[show_more]
Our Company At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We ...[show_more]
Join the Walmart team as a Customer Service Associate and provide friendly and helpful service to our customers.As a CSA, you will handle transactions, answer customer questions, and ensure that th...[show_more]
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[show_more]
Join a Team That Builds Opportunity.Are you passionate about delivering exceptional customer experiences and ready to grow your career with a company that values your contributions?.This is more th...[show_more]
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you’ll stay busy with a var...[show_more]
We are a thriving educational consulting firm offering an engaging work environment and supportive, thoughtful colleagues.
Candidates with the desire to mentor and change the lives of students will ...[show_more]
JobID : 210694029 Category : Product Development JobSchedule : Full time Posted Date : 2025-12-17T17 : 59 : 50+00 : 00 JobShift : Day Base Pay / Salary : Hemet,CA $109,250.
As a Practice Management Consultan...[show_more]
Our client is a leading force in advancing safer, smarter AI technology.Their work has been featured in.They have built a global community of expert contributors and have paid more than.No contract...[show_more]
V Expansions is a results-oriented marketing firm executing Frontier's expansion in Temecula.We require a Bilingual Sales & Client Relations Associate to master Frontier's technology solutions—Fibe...[show_more]
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
Digital Sales Associate - Entry-Level Opportunity with Growth Potential
Wesley Finance Group • Temecula, CA, US
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_variable_days]
Associate Dentist
PDS Health • Hemet, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Store Associate
The Sherwin-Williams Company • Hemet, CA, United States
[job_card.part_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Service Team
Panda Restaurant Group • Yucaipa, CA, US
[job_card.full_time]
[last_updated.last_updated_30]
Clinical Social Worker
California Department of Corrections and Rehabilitation • FOREST FALLS, California, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Travel Occupational Therapist (OT) - $1,960 per week in Hemet, CA
AlliedTravelCareers • Hemet, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Associate Dentist
West Coast Dental • Winchester, CA, United States
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Sales Associate
Kenneth Brown Agency • Temecula, CA, US
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Tax Professional I
H&R Block, Inc. • Hemet, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Customer Service Associate
Walmart • Beaumont, CA, USA
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Tax Associate
H&R Block • Beaumont, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Inside Sales Associate II
MI Windows and Doors • Temecula, California, United States of America
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Drive with DoorDash - Onboarding / Onboard
DoorDash • Beaumont, CA, United States
[job_card.full_time] +1
[last_updated.last_updated_variable_hours] • [promoted] • [new]
College Admissions Consultant
InsideHigherEd • All Cities
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
JPMorgan Wealth Management - Practice Management Consultant - San Diego
JPMorgan Chase & Co. • Hemet, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Data Analyst
Quality Talent Group • San Jacinto, California, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Bilingual Sales & Client Relations Associate
3V Expansions • Temecula, California, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Remote Accounting Manager - AI Trainer ($50-$60 / hour)
Data Annotation • San Jacinto, California
[filters.remote]
[job_card.full_time] +1
[last_updated.last_updated_1_day] • [promoted]