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

Client Service Associate

$50k - $60k

Alphabe 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
Alphabe Insight
Vacancy posted 21 hours ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Santa Ana, CA vacancy
  • $20 - $23 per hour

     ...professionals. Through our unparalleled list of services, incomparable customer support, and...  ...Stack’s Bowers Galleries provides every client the opportunity to achieve their...  ...environment? We’re looking for a Client Services Associate to join our growing team and be the... 
    Suggested
    Full time
    Work at office
    Flexible hours

    goldminerCRM

    Costa Mesa, CA
    2 days ago
  • $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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Dormont Manufacturing Company

    Santa Ana, CA
    2 days ago
  • $35.36k - $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... 
    Suggested
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Fountain Valley, CA
    2 days ago
  •  ...Global Capital Markets trust administration for high net-worth clients. The role involves overseeing client relationships, assisting in...  ..., and fostering connections with internal and external service partners. The ideal candidate will have a minimum of 4 years’ combined... 
    Suggested
    Work experience placement

    M&T Bank

    Costa Mesa, CA
    2 days ago
  •  ...DESCRIPTION Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to...  ...complex treasury and cash management products and services.  As a Client Service Senior Associate in the Commercial Bank, you will resolve client... 
    Suggested
    Work experience placement
    Work at office

    J.P. Morgan

    Irvine, CA
    10 days ago
  • $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... 
    Hourly pay
    Full time
    Work at office
    Worldwide
    Flexible hours
    Shift work

    Collectors Universe

    Santa Ana, CA
    3 days ago
  •  ...Confidential company seeks a Client Service Representative to represent charity clients at in-person events in Anaheim, California. Ideal candidates will have a friendly demeanor, excellent multitasking abilities, and strong team collaboration skills. The role offers... 
    Weekly pay

    Confidential

    Anaheim, CA
    21 hours ago
  • $16.5 - $43.27 per hour

     ...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... 
    Hourly pay
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Newport Beach, CA
    16 hours ago
  •  ...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... 

    TradeJobsWorkforce

    Irvine, CA
    3 days ago
  •  ...Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals... 
    Work at office

    Beacon Pointe

    Newport Beach, CA
    2 days ago
  • $55k - $73k

     ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome...  ...You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor... 
    Work at office
    Immediate start
    Flexible hours

    Stifel

    Irvine, CA
    4 days ago
  • $55k - $65k

     ...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881...  ...Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los Angeles branch... 
    Local area

    Oppenheimer & Co. Inc.

    Newport Coast, CA
    4 days ago
  • $50k - $60k

     ...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including... 
    Local area

    Oppenheimer & Co. Inc.

    Newport Coast, CA
    2 days ago
  • 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... 

    Fwainvest

    Newport Beach, CA
    21 hours ago
  • Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams in Newport Beach, delivering exceptional client service and managing day-to-day account needs. Responsibilities include processing money movements, handling client inquiries... 

    Morgan Stanley

    Newport Beach, CA
    12 hours ago
  • $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 placement
    Work at office

    Fwainvest

    Newport Beach, CA
    21 hours ago
  • $28.47 - $47.44 per hour

     ...you’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... 
    Full time
    Work at office
    Work from home
    Monday to Friday

    LPL Financial

    Newport Beach, CA
    1 day ago
  •  ...relationships with our most complex Commercial Bank clients across the country.  As a Client Success Senior Associate within the Commercial & Investment Bank (CIB)...  ...Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams... 
    Work experience placement
    Work at office

    J.P. Morgan

    Irvine, CA
    10 days ago
  •  ...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 start
    Monday to Friday

    Illumination Health + Home

    Santa Ana, CA
    3 days ago
  • $21.75 - $44.5 per hour

     ...our 80-year history, delivering excellent service through innovation has been a core part...  ...of our industry.Job Description:The Client Engagement Specialist (CES) plays a pivotal...  ...the applicable geographic differential associated with the location at which the position... 
    Hourly pay
    Contract work
    Work at office
    Local area
    Remote work
    Worldwide
    Shift work

    Crowe-Global

    Costa Mesa, CA
    4 days ago
  • $25 - $28 per hour

    Louis Vuitton is seeking an organized, motivated Client Care Associate. As a Client Care Associate, you will be an ambassador of the Brand, with a special and strong focus on Service; you will ensure that every Client is treated according to the Louis Vuitton Promise.... 
    Hourly pay
    Local area

    Gruppe Louis Vuitton

    Costa Mesa, CA
    21 hours ago
  • $20.67 - $28.12 per hour

     ...business banks, providing banking and treasury management services to small, middle market, and venture backed businesses...  ...full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology... 
    Temporary work
    Local area
    Shift work

    Banc of California

    Santa Ana, CA
    1 day ago
  • $20 - $28 per hour

     ...modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. The Office Services Associate position will be a highly visible point of contact to our internal and external guests in the... 
    Hourly pay
    Work at office
    Local area

    Opensity Solutions

    Irvine, CA
    4 days ago
  • $25k

     ...Guest Services Associate Go Rentals was founded in 1995 to meet a clear need for a high-touch, quality vehicle rental service for discerning business and leisure travelers. Since its launch, Go Rentals has grown into a leading car rental service company with unrivaled... 
    Hourly pay
    Full time
    Temporary work
    Local area

    Go Rentals

    Santa Ana, CA
    2 days ago
  • $220k - $262.5k

     ...County office has an opportunity for an Associate to join the firm’s employment litigation...  ...practice. The attorney will focus on defending clients in single and multi‑plaintiff employment...  ...legal excellence and responsive client service. Unlike many other firms, we provide our... 
    Work at office
    Flexible hours

    Ogletree Deakins

    Costa Mesa, CA
    3 days ago
  • $17.5 per hour

     ...Schools is where you want to be! Aqua Tots is looking for a Guest Service Associate. Must be friendly, able to multitask, work with a team, work...  ...or Sunday) Ability to effectively sell our swim program to clients Maintain a clean, organized, and safe work area... 
    Hourly pay
    Weekly pay
    Part time
    Seasonal work
    Immediate start
    Flexible hours
    Shift work
    Night shift

    Aqua-Tots Swim School

    Tustin, CA
    4 days ago
  • $17 - $19.05 per hour

     ...Key Responsibilities Customer Service Provides SMART customer service at all times through the daily execution of Lowe’s customer service...  ...regarding our benefit programs and eligibility, please visit Associate Benefits ( Working at one of the largest retail companies has... 
    Hourly pay
    Full time
    Part time
    Seasonal work
    Local area
    Flexible hours
    Weekend work

    Dormont Manufacturing Company

    Tustin, CA
    1 day ago
  • $20 - $24.5 per hour

     ...We are seeking an experienced Client Service Representative to join our team at VCA West Coast Specialty and Emergency Animal Hospital....  ...all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise... 
    Hourly pay

    Dormont Manufacturing Company

    Fountain Valley, CA
    2 days ago
  •  ...Description As an A.P.C. Senior Client Advisor you are a natural leader who takes ownership in all areas of client service and store operations. You are eager to learn, maintaining personal knowledge of the latest developments and procedures at A.P.C. as well as business... 
    Flexible hours
    Weekend work
    Day shift
    Afternoon shift

    A.P.C.

    Costa Mesa, CA
    2 days ago
  • Lucid Motors is seeking a Service Advisor in Costa Mesa, CA. The ideal candidate will provide excellent customer service, ensuring clients understand the service process from start to finish. Responsibilities include managing customer communication, conducting vehicle... 

    Lucid Motors

    Costa Mesa, CA
    4 days ago

Do you want to receive more vacancies?

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