Client Service Associate

Screaming Eagle Wealth Management is a Wealth Management Firm in Ventura, CA and we are seeking a full-time Client Service Associate to join our team. We are committed to helping our clients meet their goals, and exceptional client service is a top priority for us. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!  Find out more about the firm at

This position will be in-office with the possibility of hybrid work schedule after a three month training period.

Compensation:

• Salary range of $70K-$110K , commensurate with relevant experience
• Great Work/Life Balance with a Monday-Friday Schedule
• Health, Dental, and Vision Insurance
• 401(k) with 3% employer contribution
• 10 PTO days in the first year plus 9 yearly holidays
• No business development

Responsibilities include:

• Respond to client requests with timeliness and accuracy
• Process