Location
Brea
Job Type
Full-time
Posted
July 13, 2026
Job Description
At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients, helping to form lifelong and intimate relationships.
As we grow, we are seeking a Client Service Associate to support our Financial Advisors, clients, and overall branch operations. The ideal candidate has strong administrative, organization, and customer service skills.
When you become a part of the Blunt Wealth Services family, you will have a highly collaborative, positive, and trusted team by your side!
**Essential Duties and Responsibilities**
+ Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
+ Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
+ Opens new client accounts, pro...
As we grow, we are seeking a Client Service Associate to support our Financial Advisors, clients, and overall branch operations. The ideal candidate has strong administrative, organization, and customer service skills.
When you become a part of the Blunt Wealth Services family, you will have a highly collaborative, positive, and trusted team by your side!
**Essential Duties and Responsibilities**
+ Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
+ Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
+ Opens new client accounts, pro...
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