Wealth Management Client Associate (Bilingual in Chinese) opportunity at TransGlobal in Diamond Bar, CA in the Finance sector. This position offers $46,800 – $60,008/yr. This is a full-time position. Apply directly on the employer's site via Posito — no account required.

Wealth Management Client Associate (Bilingual in Chinese)

TransGlobal

📍 Diamond Bar, CA 💼 Finance 💵 $46,800 – $60,008/yr Full-time

Pay

$46,800 – $60,008/yr

Job type

Full-time

Location

Diamond Bar, CA

Category

Finance

Posted

Jun 10

Expires

2026-08-09

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Full job description

GENERAL FUNCTION / SUMMARY The Operations Assistant provides essential support in managing daily operational tasks, ensuring seamless execution of financial advisory services. This role involves account management, trade execution, compliance support, investment research, and client communication. The ideal candidate is detail-oriented, highly organized, and proactive in supporting investment operations, portfolio management, and compliance tasks. MAJOR DUTIES AND RESPONSIBILITIES Investment & …

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