Client Service Associate
$50k - $60kAlphabe Insight
Client Service Associate
Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent support, resolving issues efficiently, and ensuring a seamless client experience. The ideal candidate is a problem-solver with a strong work ethic and excellent communication skills.
Responsibilities
- Provide responsive, professional service to existing and prospective clients
- Answer client inquiries via phone, email, or in-person and ensure timely follow-up
- Maintain accurate client records and documentation
- Collaborate with internal departments to coordinate client requests
- Identify client needs and communicate solutions clearly
- Track service issues and escalate when necessary
- Support onboarding and orientation for new clients
- Maintain a high level of product knowledge to better serve client needs
Qualifications
- High school diploma or equivalent (Bachelor's degree preferred)
- 13 years of experience in client services, administration, or related field
- Strong interpersonal and communication skills
- Excellent organizational and time management abilities
- Ability to handle multiple priorities with accuracy and attention to detail
- Professional demeanor and customer-first attitude
- Proficiency in Microsoft Office Suite and general computer systems
Benefits
- Competitive salary ($50,000 - $60,000 per year)
- Growth and advancement opportunities within the company
- Ongoing training and skill development
- Supportive and team-oriented work environment
- Paid time off and holidays
- Health, dental, and vision insurance options
$22 per hour
...Client Services Associates / Collectors Concierges Collectors is the leading creator of innovative technology that provides value-added services for collectors worldwide. We grade, authenticate, vault, and sell millions of record-setting collectibles, all while modernizing...SuggestedHourly payFull timeWork at officeWorldwideFlexible hoursShift work- ...Job Title Client Service Senior Associate Job Description Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management...SuggestedWork experience placementWork at office
$33.28k - $85k
...Registered Client Service Associate Registered 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...SuggestedTemporary workWork at officeLocal area$55k - $80k
...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...SuggestedWork experience placementWork at office$30.11 - $50.21 per hour
...ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the financial...SuggestedWork at officeWork from home$30 - $36 per hour
...Client Service Associate For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets...Hourly payWork at office$25 per hour
...Job Description Job Description Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands...Hourly payFull timeWork at officeMonday to Friday$65k - $85k
...California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services... ...for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy...Full timeInternshipMonday to FridayFlexible hours$45k - $85k
Registered Client Service Associate (Newport Beach, CA)Skip to main contentThis website uses cookies to ensure you get the best experience on our website. By clicking ‘Accept’, you accept all cookies by default and exit the banner. If you choose Decline, site functionality...Work experience placementWork at office$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Temporary workWork experience placementLocal area$25 per hour
Meier Law Firm is seeking a full-time Client Services Associate for a fall opening in Newport Beach, CA. The role is ideal for recent college graduates pursuing law school and involves direct interaction with attorneys, client management, and day-to-day operations support...Hourly payFull time- Fwainvest in Newport Beach, CA is seeking a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to handle multiple tasks in a fast-paced environment...
$25 per hour
Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands-on experience working directly with attorneys...Hourly payFull time$34.32k - $90k
Registered 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...Temporary workWork at officeLocal area$55k - $73k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, client services associate (registered) assists one or more financial advisor...Work at officeImmediate startFlexible hours- Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients. As a Client Service Account Manager...Flexible hours
- ...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients....Flexible hours
$50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Newport Beach, CA....Local area$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Full timeTemporary workWork experience placementLocal area- ...Client Solutions Associate/Purchasing Agent Pak West, a division of Blower Dempsay Corporation, is a family-owned business in the heart of... .... The role requires flexibility to shift between customer service and purchasing responsibilities based on business needs and...Full timeWork at officeShift work
- ...Senior Client Service Associate At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll work closely with colleagues to ensure...Work experience placementWork at officeLocal areaShift work
- At JPMorganChase in La Habra, the Private Client Investment Associate provides client service and operational marketing support to Private Client Advisors. Responsibilities include managing accounts, client relationships, risk management, compliance, and fostering team...
- Job Summary At J.P. Morgan Chase, the Private Client Investment Associate in Wealth Management provides client service, operational marketing and administrative support to Private Client Advisors. The role includes facilitating operational requests, building relationships...
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management in the United States. You will provide client service, operational support, and administrative assistance to Private Client Advisors, helping with account openings, trades, and...
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will assist in wealth planning, lead generation, and ongoing client servicing to meet financial...
- ...Client Care Associate Homelessness is the largest social and public health crisis in California. Illumination Health + Home is a growing... ...cycle of homelessness by providing targeted, interdisciplinary services in our recuperative care centers, emergency shelters,...Immediate startMonday to Friday
- This is a Contract position suited for someone who is organized, service-oriented, and comfortable working in a fast-paced, detail-... ...services while maintaining accuracy, confidentiality, and strong client service standards.Responsibilities:• Manage incoming office service...Contract workWork at office
$22.68 per hour
...8 / Hour Employee Type FT Non-Exempt Description Overview Client Support Associate will drive between Scattered Site Bridge Housingsites to monitor... ...for guests. They will provide general support and customer service for bridge housing guests including coordinating check-in,...Flexible hoursNight shift- ...Business & Real Estate Litigation Attorney Our client is a well-established mid-sized Orange County law firm with more than four... ...counsel while maintaining the collaborative culture and client service of a boutique practice. Its core practice areas include business...Contract work
- ...positioning you as a strong business partner and trusted advisor who delivers exceptional value through local expertise and outstanding client service. We handle litigation arising from claims asserted against policyholders or the company and take cases from inception through...Work at officeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
- health service specialist Santa Ana, CA
- office service associate Santa Ana, CA
- patient service specialist Santa Ana, CA
- food service officer Santa Ana, CA
- service administrator Santa Ana, CA
- human services specialist Santa Ana, CA
- honda service advisor Santa Ana, CA
- public service officer Santa Ana, CA
- services specialist Santa Ana, CA
- office services specialist Santa Ana, CA


