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Client Service Associate – Irvine, CA

Job Number:


POSTING DATE: March 19, 2020

PRIMARY LOCATION: Americas-United States of America-California-Irvine

EDUCATION LEVEL: Bachelor's Degree

JOB: Investment Banking


JOB LEVEL: Associate


Client Service Associate to:

  • keep management systems up to date with client information

  • educate clients on account services and capabilities

  • help with preparation of reports and other materials for client meetings

  • collect the right documentation for opening new accounts and service requests

  • plan team marketing events and maintain marketing materials

  • provide the team with a detailed calendar of activities

Your team

You will be working in the PMI Irvine Office on the China Hong Kong Connect High Net Worth Team.

Your expertise

  • series 7 and series 66 licensed and Chinese Speaking would be an asset

  • ideally 2+ years industry experience

  • Bachelor’s degree or equivalent

  • excellent communicator with a positive attitude

  • detail oriented (nothing gets past you)

  • proficient in Microsoft Office Suite

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