Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Services Associate

TeamCivX

Client Services Associate (CSA)

TeamCivX is California's leader in election strategy and communications for public agencies. We create and execute informational communication strategies for public agencies. We help develop revenue measures for the ballot to meet the needs of our clients and the communities they serve. We run privately-funded political campaigns to win voter approval for taxes, bonds and other public funding, as well as affordable housing and other needed developments. We help elected officials and qualified candidates who reflect our values make their case to their constituents when running for election. We are a fully remote company, with partners and staff throughout California. Applicants must reside in California.

The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on-message, on-time and error-free, and helping TeamCivX Partners, Client Services Managers (CSMs) and their clients implement communications, outreach and campaign plans on time and as directed.

A typical day for a CSA will involve producing first drafts of messaging materials and supporting CSMs in creating client-specific deliverables, as well as working with our Art and Field Teams to produce direct mail and other materials, and support client and volunteer campaign needs.

Requirements & Qualifications:

  • Bachelor's Degree in Political Science, Communications or related field, or equivalent experience
  • Must be California Resident, or willing to relocate upon hire
  • Strong written and verbal communication skills
  • Experience with remote work and comfort working in a fully remote environment
  • Must be able to obtain California Drivers license and be able to travel for client meetings as needed
  • Ability to manage multiple projects simultaneously
  • Experience managing multiple and competing deadlines in a fast-paced work environment
  • Close attention to detail and strong proofreading skills

Roles and responsibilities include:

  • Messaging Development
    • Crafting and finalizing poll-tested, on-message text for handouts, mailers, websites, social media and other materials
    • Overseeing the graphic design or production of these materials, as needed and directed, by graphic designers, web developers, video producers or social media content developers, to ensure timeliness and appropriate messaging
    • Carefully proofreading materials and reviewing all drafts to ensure client-readiness
    • Supporting CSMs in the client review process for all materials to ensure timeliness and secure approvals
  • Adding all relevant client documents to Google Drive and keeping it organized
  • Supporting Partners and CSMs in general client and campaign committee support and responsiveness, as needed and directed
  • Art & Production
    • Supporting overall management of art and design process, to ensure deadlines are met, final materials are on-time, mistake-free, on-message and approved in writing by all required parties
    • Helping create drafts for mail and social media as needed
    • Proofreading all documents before sending to client or production
    • Working with Art Team to execute edits and changes to mailers
    • Reviewing printer proofs
  • Field
    • Supporting Field Team activities to ensure all grassroots efforts, including walking, texting, phone banks, relational outreach and related efforts, are conducted on time, with mistake-free materials, to the correct targeted voters
    • Reviewing and finalizing draft materials, in coordination with CSMs
    • Providing clear and timely direction to Field Team regarding needed scripts, lists, trainings and other documents
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in United States vacancy
  • Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support...  ...our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client... 
    Suggested
    Work experience placement
    Work at office

    JP Morgan Chase

    Irvine, CA
    6 days ago
  • $100k - $115k

     ...providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and...  ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment... 
    Suggested
    Permanent employment
    Work at office
    Local area

    Hightower Advisors

    New York, NY
    4 days ago
  • Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide...  ...complex treasury and cash management products and services. As a Client Service Senior Associate within the Commercial Bank, you will resolve client requests... 
    Suggested
    Work experience placement
    Work at office

    JP Morgan Chase

    Tempe, AZ
    6 days ago
  • Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing... 
    Suggested

    JP Morgan Chase

    Brooklyn, NY
    4 days ago
  •  ...all work as a team/family and strive to keep it that way!Position OverviewWe are seeking a dedicated and experienced Senior Client Service Associate to join our team in a hybrid role. The ideal candidate will be responsible for ensuring high-quality service delivery and... 
    Suggested
    Work at office
    Work from home
    2 days per week
    3 days per week

    CyberCoders

    Seattle, WA
    2 days ago
  • Client Service Associate - Financial PlanningAre you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory... 

    Technology Recruiting Solutions

    Wexford, PA
    4 days ago
  •  ...their newly revamped brokerage business.Must have Series 7 additional licenses are a plus.The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication. The CSA works closely... 

    Norman Alex

    Miami, FL
    4 days ago
  • Client Service AssociatePosition OverviewWe are seeking a Client Service Associate to deliver exceptional service and operational support to our client-facing teams. The role is responsible for managing client communications, coordinating CRM data and workflows, and supporting... 
    Work experience placement
    Work at office

    CyberCoders

    Portland, OR
    3 days ago
  • Join our dynamic team as a Client Service Equity Swap Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Equity Swap Associate II within Equity Derivatives and the Prime Financial Services group, you will play a pivotal... 

    JP Morgan Chase

    Brooklyn, NY
    5 days ago
  • Job Reference #338745BRCityCincinnatiJob TypeFull Time Key responsibilitiesA Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes,... 
    Flexible hours

    UBS

    Cincinnati, OH
    6 days ago
  • $85k - $130k

     ...may be assigned as necessary to ensure the proper operations of the department and the business.Join us as a FX Prime Brokerage Client Services AssociateSitting within our Prime Brokerage Client Service team, you'll be responsible for building and maintaining... 
    Full time
    Local area

    NatWest Group

    Stamford, CT
    6 days ago
  • $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...  ...ones “I can succeed as a Private Client Service Associate at Capital Group.”As the... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    Los Angeles, CA
    4 days ago
  • $140k

    Job DescriptionClient Service Associate, Investment ServicesUSA RemoteUp to $140,000ShortList is recruiting for a Client Service Associate for a specialist investment advisory firm with an established client base of credit unions and banks across the United States.The... 
    Permanent employment
    Internship
    Work at office
    Remote work

    Shortlist Recruitment

    Dallas, TX
    4 days ago
  • $88.08k - $140.93k

     ...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...  ...ones “I can succeed as a Private Client Services Associate - Outsourced Advisory... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    New York, NY
    4 days ago
  •  ...Reference #343184BRCityFort LauderdaleJob TypeFull Time Key responsibilitiesAre you truly service oriented? Do you know how to take care of people?We’re looking for a Client Service associate to:• Keep management systems up-to-date with client information• Educate clients on... 
    Work at office
    Flexible hours

    UBS

    Fort Lauderdale, FL
    2 days ago
  •  ...partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people,... 

    Robert Half

    San Francisco, CA
    4 days ago
  •  ...- so legal teams can focus on the case. About the role:Our clients count on us to make the legal process seamless and efficient...  ...are delivered on time and flawlessly accurate. As a Client Services Associate/Representative (Texas), you’ll be the go-to expert for attorneys... 
    Temporary work
    Summer work
    Local area
    Remote work

    Veritext Legal Solutions

    Dallas, TX
    5 days ago
  • $52k - $70k

    A well-established, client-first wealth management firm in Littleton, Colorado is adding a Client Services Associate to its growing team. This role offers direct advisor mentorship, a shorter Friday schedule, and a genuine path to deeper specialization in financial operations... 
    Work at office
    Monday to Thursday

    CyberCoders

    Littleton, CO
    3 days ago
  •  ...of our 100+ offices has its own individual identity, and each also has its own unique rewards.OverviewWe’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point of contact for clients, working closely with our Production team... 
    Full time

    TransPerfect

    San Francisco, CA
    4 days ago
  • $130k - $175k

     ...product capability to these firms and their clients as well as providing ongoing education,...  ...transfer agents, and other third-party service providers relating to client inquiries,...  ...prior endeavors. The Investor Services Associate should exhibit strong technical and analytical... 
    Full time
    Local area

    Blackstone Group

    Miami, FL
    4 days ago
  • $365k - $420k

     ...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for...  ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in... 
    Full time

    Perkins Coie

    Bellevue, WA
    4 days ago
  • Private Client Services Associate / CounselJoin a nationally recognized law firm known for its sophisticated legal work and long standing reputation for excellence across a broad range of practice areas. The firm is consistently ranked among top tier legal organizations... 

    CyberCoders

    Philadelphia, PA
    6 days ago
  •  ...Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with day-to-day client service needs. This is an onsite position based in Fairfield... 
    Work at office

    The Right Click, Inc.

    Darien, CT
    1 day ago
  • $60k - $65k

     ...Client Service Associate Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized... 
    Internship
    Work at office
    Local area
    Remote work
    2 days per week

    SCS Financial

    Washington DC
    4 days ago
  • $78.32k - $109.28k

     ...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing... 
    Full time

    Citigroup Inc

    San Jose, CA
    4 days ago
  • $22 - $26 per hour

     ...Client Service Associate Our Richmond, VA office has an exciting opportunity for a Client Service Associate! This role is instrumental in driving a culture of exceptional service across the team, delivering outstanding support to clients, external partners, and internal... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Richmond, VA
    1 day ago
  •  ...UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment. Ideal candidates hold Series 7/66 licenses (for CSAs)... 
    Work at office

    UBS

    Beverly Hills, CA
    1 day ago
  • $39k - $43k

     ...Job Description IGL 4 US is seeking a Client Service Associate to join our Cincinnati team. In this role, you will support clients throughout their experience with the company, answer questions, provide information, assist with service-related requests, and help... 
    Full time

    NextShining

    Austin, TX
    2 days ago
  • $64.1k - $88.1k

     ...Our Company We're a diversified financial services leader with more than $1.5 trillion in...  ...individual, small business and institutional clients. We are a longstanding leader in...  ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a... 
    Full time
    Part time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    Ameriprise Financial Services, Inc.

    Hingham, MA
    2 days ago
  • $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 Valley... 
    Work at office

    Vodia Ventures

    West Palm Beach, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!