Client Services Associate
FF Inc
Glendale, AZ | Full-Time 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. In this role, you’ll work directly with clients to understand their needs, provide information about products and services, coordinate follow-ups, and help ensure a smooth experience throughout each interaction. You’ll also work closely with internal sales and account teams to keep client requests organized and identify opportunities to provide additional support. What You’ll Do Serve as a point of contact for new and existing clients Communicate with clients regarding products, services, account information, and current offerings Respond to client questions and provide accurate, timely information Learn individual client needs and help connect them with appropriate products or services Support new client onboarding and account setup Coordinate follow-up communication with clients Maintain regular contact regarding account needs and updates Assist with client meetings, appointments, and account-related communications Maintain accurate client information and interaction history Update account activity and client records within CRM systems Monitor open requests and coordinate next steps with internal teams Assist sales and account teams with client-related activities Prepare client materials and account information Gather client feedback and communicate relevant insights internally Identify recurring client needs and opportunities for additional support Help maintain strong client relationships through responsive communication and reliable follow-through Collaborate with sales, account management, and operations teams to support client needs What We’re Looking For Strong verbal and written communication skills Friendly, professional, and confident interacting with clients Excellent organization and attention to detail Strong relationship-building and interpersonal skills Ability to understand client needs and communicate solutions clearly Reliable follow-through and time management Comfortable managing multiple client conversations and priorities Professional and collaborative approach Comfortable working in a fast-paced environment Basic computer skills and ability to learn CRM and account management systems Previous experience in client services, account management, sales, business development, hospitality, retail, marketing, or another client-facing environment is helpful but not required. What We Offer Competitive compensation with bonus opportunities Paid training and ongoing support Full-time schedule Collaborative and professional team environment Opportunities for advancement within Client Services, Account Management, Sales, and Business Development Join Our Client Services Team The Client Services Associate plays an important role in maintaining strong client relationships and supporting ongoing account activity. You’ll work across client communication, account support, relationship management, and sales support to help ensure clients receive responsive and professional service. #J-18808-Ljbffr FF Inc
- 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...SuggestedFull time
$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... ...to fill the full-time Client Service Associate position at our Los Angeles, CA Location...SuggestedFull timeWork at officeFlexible hoursNight shift- TAMAR SECURITIES, LLC is seeking a Registered Client Service Associate to deliver exceptional financial services to high-net-worth Clients. You will be the primary contact between clients and advisors, handling onboarding, estate planning inquiries, and investment options...Suggested
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$55k - $65k
A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability...Suggested$96k - $127k
Third Bridge Group in Los Angeles is looking for a Client Services Associate. In this role, you'll engage with industry experts, ensuring clients receive the insights they need promptly. The position offers great career progression with a clear pathway to management within...$22.5 - $27 per hour
...Your Future Team Feinberg Stein Financial Services is an established boutique wealth... ...organizations, businesses, and institutional clients. We leverage decades of historic financial... .... We are looking for a Client Service Associate to provide exceptional service to our clients...Hourly payPermanent employmentPart timeWork at officeLocal area$96k - $127k
Third Bridge is looking for a Client Services Associate based in Los Angeles, California. This role offers a career launchpad for ambitious individuals who thrive in fast-paced, target-driven environments. As an Associate, you will engage industry experts to deliver insights...$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$20 - $23 per hour
...Client Service Associate The anticipated base salary range for this position is $20 to $23 hourly. Exact salary depends on several factors such as experience, skills, and budget. This role can be based at our corporate office in Los Angeles, CA or open to Remote...Hourly payTemporary workLocal areaRemote workFlexible hours$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$265k - $320k
...Job Description Job Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services practice in Los Angeles. This is an exceptional opportunity for an attorney interested in sophisticated estate planning, wealth...Full timeTemporary workPrivate practiceWork at officeRemote workFlexible hours$80.1k - $128.16k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...“I can succeed as a Private Client Service Associate at Capital Group.” As the...Full timeTemporary workLocal areaFlexible hours- A client services firm in Los Angeles seeks a Client Services Associate to enhance client relationships and ensure positive experiences. In this role, you'll manage accounts, support client requests, and collaborate with teams for service delivery. Ideal candidates have...
$34.32k - $90k
Job Description Registered Client Service Associates provide exceptional service to our clients and supportsFinancial Advisor(s) (FAs) teamson a daily basis.Through regular interactions with clients, individuals in this role build trusted relationships.Leading with a client...Temporary workWork at officeLocal area$34.32k - $90k
Job DescriptionPOSITION SUMMARYRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this...Temporary workWork at officeLocal area$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through regular interactions with clients, the role builds trusted relationships. The candidate will have strong interpersonal skills to...Temporary workWork at officeLocal area- ...National Bank in West Hollywood, CA is seeking a Relationship Associate - PBB to assist clients with daily banking needs and cross-sell CNB products. You will handle banking transactions, provide exemplary service, and support branch operations while maintaining regulatory...
$35.15k - $90k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Full timeTemporary workWork at officeLocal area$34.32k - $90k
...Job Description Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Full timeTemporary workWork at officeLocal area$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$70k - $90k
Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...growing businessServe as primary liaison with Salesforce and associated CRM activities, including mail list management.Provide calendar...$55k - $88k
What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values... ...serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison...Full timeWork at officeFlexible hours$55k - $88k
...Branch Service Manager Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager (BSM) is...Work at officeFlexible hours$110k - $130k
...providing top-tier legal representation with a client-focused approach, ensuring that every... ...and articulate Client Support Associate Attorney to join our Workers’ Compensation... ...teamwork, integrity, and excellence in client service. Opportunities for professional...Permanent employmentFull timeTemporary workWork at officeRemote workHome office- Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and deliver exceptional service to clients in a fast-paced banking environment. The role emphasizes client advocacy, operational excellence, and adherence to bank...
- FF Inc is seeking a personable Client Services Associate in Glendale, AZ. You will support client relationships, manage account activity, and handle day-to-day communication to ensure a smooth experience. You will work with clients to understand needs, provide product information...
- ...Want to build the client services function at a growing investment platform from day one? Our client, a real estate investment firm, is hiring a Client Operations Associate , a role with direct exposure to the founding partners and clients, and the opportunity to build...
$23 - $25 per hour
...providing superior customer care for our clients in planned-unit developments, condos,... ...communities, and master-planned community associations. Job Type Full-time We have an excellent... ...by performing exceptional customer service for the Client Experience Center (CXC)....Hourly payFull timeTemporary workWork at officeFlexible hours- BNY Mellon in Los Angeles is seeking an Associate, Fund Client Accounting II to join our Fund Accounting team. You will conduct accounting services for assigned clients and moderately complex funds, prepare client reports, and support NAV calculations and expense allocations...
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