Client Services Associate

Job Description

Job Description

We are looking for a Client Services Associate to join a Financial Services team in Santa Barbara, California on a Contract basis. In this role, you will support clients throughout their service experience by coordinating account activity, handling inquiries with care, and partnering with advisors to deliver responsive, high-quality assistance. This position is well suited to someone who communicates clearly, stays organized under changing priorities, and brings a strong client-first mindset to wealth management support.

Responsibilities:
• Respond to client questions and requests with accurate information, thoughtful follow-up, and a high standard of service.
• Support the new client setup process by gathering required information, preparing documentation, and helping ensure a smooth onboarding experience.
• Process and review account-related activity such as deposits, withdrawals, required minimum distributions, wire transfers, and other funds movement requests.
• Work closely with advisors and internal partners to resolve service matters efficiently and improve the overall client experience.
• Maintain accurate client records by updating documentation, entering data carefully, and confirming that files remain complete and current.
• Monitor accounts, agreements, and related paperwork to help ensure transactions and documentation align with applicable requirements.
• Build working knowledge of firm offerings and wealth management services in order to provide informed support to clients.
• Contribute ideas that strengthen service delivery, streamline client interactions, and support long-term relationship management.