Medical Services Administrator

Join Our Team at Advisor Associate — Client Service Associate Position Location: Santa Maria, CA | Full-Time | $40,000 Advisor Associate, a full-service financial planning firm located in Santa Maria, California, is seeking a dedicated Client Service Associate to join our growing team. We offer a collaborative and professional work environment where client relationships, integrity, and personalized financial guidance are at the heart of everything we do. As a Client Service Associate, you’ll be the first point of contact for our valued clients and a key part of our operational team. Your day-to-day will involve supporting advisors, managing account administration, and helping deliver an exceptional client experience. Whether you are currently licensed or interested in obtaining your Securities Industry Essentials, our firm offers a full-time role that values your expertise. We welcome experienced professionals who are passionate about delivering high-quality service in the financial services industry. Serve as a primary point of contact for clients, responding to inquiries and ensuring a seamless client experience Support financial advisors with account openings, client onboarding, data entry, transfers, transactions, and ongoing account maintenance Maintain client records in CRM and track service activity to ensure timely completion Proficiency with CRM systems and Microsoft Office Suite Strong organizational skills and client-service mindset Bachelor’s degree in business, Finance, or related field Prior experience in a financial services, advisory, wealth management firm, or client services industry Fluent in Spanish At Advisor Associate, you’ll find a team that values professionalism, growth, and making a real impact in our clients' financial lives. Growth opportunities for professional development and advancement Flexible schedule options (full-time preferred) A supportive, team-oriented office environment If you’re passionate about helping clients achieve their financial goals and want to work in a collaborative and respected advisory firm, we’d love to hear from you. Client Service Associate Application – [Your Name]