Front Desk/Client Service Associate - Temecula, CA

Front Desk / Client Service Associate - Wealth Management

Temecula, CA | Full-Time | Onsite

Recruiting exclusively through Advisor Seekers

Be the person clients look forward to seeing - and help a growing office thrive.

Do you enjoy making people feel welcome, keeping a busy day organized, and getting the details right? A growing wealth management firm is seeking a Front Desk / Client Service Associate for its Temecula office.

You’ll work closely with a financial advisor and an experienced operations team to deliver attentive client service and keep daily operations running smoothly. From welcoming clients to coordinating appointments and processing important paperwork, your work will make a visible difference every day.

This is an opportunity to build valuable financial services knowledge, take ownership of your work, and grow alongside the office.

Why You’ll Want to Join

• Room to grow: Develop toward greater responsibility for office operations, client service, or office management as your skills and the business expand.
• Training and support: Learn directly from experienced team members, with guidance on the firm’s systems and paperwork processes.
• Access to leadership: Work in a small office where your ideas, initiative, and contributions are seen.
• Employee benefits: A 401(k) with employer match and employer-paid employee health coverage at the firm’s designated plan level after 90 days.
• A connected team: Enjoy team activities and company-sponsored trips.

What You’ll Do

• 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 you learn.
• 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.

What You Bring

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

Financial services or branch office administration experience is preferred. We also welcome relevant experience in real estate transaction coordination, estate planning offices, and other professional service settings. Familiarity with Schwab or annuity paperwork is a plus; training will be provided.

Schedule and Location

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

Ready to Take the Next Step?

Apply with your resume and a brief note describing why this opportunity interests you. Advisor Seekers is managing this confidential search and will share more about the firm during the interview process.