Client Service Representative – Wealth Management (Growth-Focused | Licensed or In-Progress)
Location: San Diego, CA
Firm: Top-Tier Wealth Management Firm

Overview
We are seeking a high-caliber Client Service Representative (CSR) with a proven foundation from leading firms such as Morgan Stanley, Merrill Lynch, or UBS. This is not a traditional service-only role—we are looking for a growth-oriented professional with a hunter mindset who is energized by deepening client relationships, identifying opportunities, and contributing to business expansion within a premier wealth management environment.

This position offers a unique blend of client service excellence and proactive business development exposure, working alongside top financial advisors and high-net-worth clientele.

Key Responsibilities

Deliver white-glove service to high-net-worth and ultra-high-net-worth clients, ensuring a seamless client experience
Act as a key liaison between clients, advisors, and internal teams to execute account servicing, transactions, and follow-ups
Identify opportunities to deepen client relationships, including asset consolidation and cross-service engagement
Support advisors in preparing for client meetings, including reporting, portfolio reviews, and financial documentation
Proactively manage client requests with urgency, accuracy, and professionalism
Assist in onboarding new clients and maintaining regulatory and compliance standards
Contribute to business growth initiatives through client engagement and relationship expansion efforts

What We’re Looking For

Experience with Morgan Stanley, Merrill Lynch, UBS, or comparable wealth management firms strongly preferred
Demonstrated “hunter” mentality—motivated to grow relationships, uncover opportunities, and contribute to AUM growth
Currently licensed (Series 7, 63/66) or actively in the process of obtaining licenses
Strong understanding of wealth management operations, client servicing, and financial products
Exceptional communication skills with a polished, professional presence
Highly organized, detail-oriented, and able to thrive in a fast-paced, high-performance environment
Team player with a strong sense of ownership and accountability

Why Join Us

Work with a top-performing advisory team at a leading wealth management firm
Exposure to sophisticated clients and complex financial strategies
Clear path for career advancement into advisory or relationship management roles
Competitive compensation, performance incentives, and comprehensive benefits
Collaborative, high-energy culture focused on excellence and growth

Compensation

Base Salary: Competitive (commensurate with experience) $50K and bonus included
Bonus: Performance-based incentives tied to team and individual contribution
Benefits: Full medical, dental, vision, 401(k), and more

Apply Now
If you are a client service professional with elite training, a growth mindset, and the ambition to go beyond servicing into relationship-building and business development, we want to hear from you.

Submit your resume today to be considered for this high-impact opportunity in San Diego’s premier wealth management market.

Equal Opportunity Employer / Disabled / Protected Veterans

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The pay transparency policy is available here:
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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

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https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.