Client Services Associate
CaskX
We are seeking a detail-oriented and proactive Client Services Associate to join our team. This role focuses on supporting our clients by managing accounts receivable and ensuring timely follow-up on outstanding paperwork. The ideal candidate will have strong customer phone etiquette, along with experience or familiarity in accounts receivable, order management, ERP, and CRM systems, and will thrive in a fast-paced, client-focused environment. Key Responsibilities Manage accounts receivable, including tracking client payments and following up on overdue balances Follow up with clients regarding outstanding paperwork, ensuring all required documentation is received on time Maintain a strong understanding of the order management lifecycle, including order processing and related tasks as needed Maintain accurate and up-to-date client records in CRM and ERP systems Provide responsive, professional support to client inquiries via phone and email Collaborate with internal teams to ensure smooth client onboarding, order processing, and account management Generate reports and provide updates on receivables, orders, and outstanding documentation as needed Qualifications Previous experience in client services, accounts receivable, or sales administrative support preferred Proven knowledge of Excel, ERP systems, CRM platforms, and order management processes Understanding of the order management lifecycle, with the ability to ensure accuracy, anticipate needs, and proactively address issues Strong organizational skills, attention to detail, and ability to think ahead Ability to prioritize tasks and manage deadlines effectively Positive, professional, and customer-focused attitude #J-18808-Ljbffr
$35.12k - $90k
...Registered Client Service AssociateRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/ Private Wealth Advisor(s)/ teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedTemporary workWork at officeLocal areaWork visa$18 - $19 per hour
...Client Services AssociateCulver City, California, United StatesJob Overview: Provides office, mail, and customer service support. Handles mail distribution, shipping/receiving, office supplies, equipment maintenance, and front desk coverage while ensuring efficient and...SuggestedFull timeTemporary workPart timeImmediate start- Registered Client Service Associates at Morgan Stanley provide exceptional service to our clients and support Financial Advisors daily. By engaging with clients you build trusted relationships and help with their routine needs in a client-first environment. You will handle...Suggested
- ...create positive customer experiences through professional service and meaningful engagement. We value teamwork, communication... ...Harvest Advertising Inc. is looking for a service-oriented Client Service Associate to assist clients with routine requests, provide information...Suggested
- ...About The Role We’re looking for a personable and organized Client Services Associate to support client relationships, account activity, and day-to-day communication. Glendale, AZ | Full-Time We’re looking for a personable and organized Client Services Associate to support...SuggestedFull time
$35.15k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$50k - $55k
...Client Service AssociateAt Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future... ...DescriptionWe are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this role, you will serve as a primary...Full timeWork at office$95k - $105k
...Curated Wealth Partners is seeking a Client Service Associate for our Wealth Management firm in El Segundo, CA. We are a multi-family office and investment advisory firm working with ultra-high-net-worth families. We believe our clients are our partners and we guide them...Work at office- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
- ...Join Our Team at Advisor Associate — Client Service Associate Position Advisor Associate, a full-service financial planning firm located in Encino, California, is seeking a dedicated Client Service Associate to join our growing team. We offer a collaborative and professional...Full timeWork at officeFlexible hours
$20 - $23 per hour
...Client Service AssociateThe anticipated base salary range for this position is $20 to $23 hourly. Exact salary depends on several factors... ...Angeles, CA.What You'll Be Responsible For:The Client Service Associate will provide best in class service that can support all...Hourly payTemporary workLocal areaRemote workFlexible hours$85k - $105k
...Manhattan West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent... ...traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and...Full timeWork at officeLocal area$71.6k - $101.6k
...advisory, financial planning, and related services to individuals, families, businesses,... ...Sunflower Bank, we are committed to helping clients achieve their financial goals through a... ...the full-time, on-site Client Service Associate position at our Los Angeles, CA...Full timeWork at officeFlexible hoursNight shift$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located...Full timeWork at officeShift work- ...Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Pasadena, California with over... ...Services Division has an immediate need for a Client Service Associate. This position will be responsible for opening accounts for...Full timeWork at officeImmediate start
- Advisor Associate in Encino, CA is seeking a Client Service Associate to join our growing team. You will be the first point of contact for clients, support advisors, and handle account administration while delivering an exceptional client experience. We welcome candidates...Full time
- Third Bridge is a leading global research firm helping investors and business leaders access expert insights. The Associate, Client Services role offers a career launchpad with fast progression and internal promotion paths. You’ll spend much of your time on the phone,...
- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
- AscendHire is seeking candidates for a client service position located in Los Angeles, California. The role involves assisting financial advisors by providing day-to-day operational support for Investment Advisory Program accounts and brokerage accounts. Qualified candidates...
- Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions for the world’s top investors and business leaders. We combine human insights and unique investor‑led content into a global...Full timeWorldwideFlexible hours
- Bachelors Degree and Min 2 years + experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal...
- A leading investment research firm in Los Angeles is looking for a Client Services Associate for their Surveys team. This role involves executing surveys, providing client feedback, and managing expert panels. The ideal candidate will have strong communication skills, a...Remote job
- Third Bridge Group is seeking an Associate, Client Services to start in April 2027. You will be at the heart of our client-facing team, finding, calling, and engaging industry experts to deliver insights for investors and decision-makers. The role emphasizes phone-based...
$80k
...firms in the country. We are a dynamic, entrepreneurial, and client-focused firm committed to delivering an exceptional experience... ..., tech-savvy, and exceptionally detail-oriented Client Services Associate to join our growing team. This is an opportunity for a client...Work at officeMonday to Friday$90k
...serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+... ...seamlessly and quickly. The Survey Associate position is a key enabler in the development... ...-driven, process-oriented, client-servicing environment Superior writing, logic and...Flexible hours$96k - $127k
Join Third Bridge Group in Los Angeles as a Client Services Associate. You will play a crucial role in finding and engaging industry experts to provide insights for our clients, often under tight deadlines. This position offers a dynamic environment where you’ll develop...- Third Bridge is a leading global research firm seeking an Associate in Client Services to start January 2027. You will engage industry experts to deliver insights for clients, spending much of your day on the phone while building commercial awareness and business acumen...Remote job
- Morgan Stanley in the United States seeks a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing money movements, and maintaining accurate account information. The role requires exceptional...
- Northern Trust in Los Angeles is seeking a skilled asset servicing professional to manage a base of wealth management clients, coordinate account administration, and partner with advisors to understand goals and fiduciary duties. The role emphasizes timely transaction...
- Third Bridge Group is seeking an Associate, Client Services to join our fast-growing team with July 2027 start dates. You’ll develop commercial awareness while engaging industry experts by phone to deliver the insights our clients need. You’ll own projects end-to-end,...
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