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Senior Client Service Associate

  • Full Time
  • Anywhere

SteelPeak Wealth

SteelPeak Wealth — Los Angeles, Los Angeles County

Job Description Location: Woodland Hills, CA (On-Site) Position Overview We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In this role, you will serve as a senior point of contact for clients, managing more complex service needs, supporting high-value relationships, and ensuring accuracy and consistency across client accounts. As a Senior CS…

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