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Client Service Associate at Sunflower Bank NA

Department: First Foundation Advisors

Compensation

$71,600 – $101,600/yr

Location
Irvine, California
Type
Full-time
Level
mid
Posted

Description

First Foundation Advisors is hiring a full-time Client Service Associate in Irvine, California, to serve as a key client contact and provide administrative, communication, account, portfolio-review, CRM, and sales-support services. The role requires a high school diploma or equivalent, 3–5 years of related experience, Microsoft Office and CRM proficiency, and the ability to coordinate client requests, maintain records, support account openings, and cover the receptionist desk as needed. The salary range is $71,600 to $101,600, and the position offers health, dental, and vision insurance plus other benefits.

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