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 Inc

Company Description

Job Description
Beloform is seeking a detail-oriented and proactive Communications Assistant to support internal and external communication initiatives. This role is vital in ensuring that all messaging aligns with the company's objectives and enhances our brand voice across multiple platforms (excluding social media). The ideal candidate is organized, articulate, and skilled in both written and verbal communication

Job Description

Job Description
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

Qualifications
  • High school diploma or equivalent (Bachelor's degree preferred)
  • 1-3 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
Additional Information

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
Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Santa Ana, CA vacancy
  •  ...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... 
    Suggested

    TradeJobsWorkForce

    Santa Ana, CA
    1 day ago
  • Citi is hiring a Licensed Client Service Associate in Fountain Valley, California, to deliver wealth management services with guidance from Banker teams. The role requires thoughtful risk assessment, adherence to laws and Citi policy, and clear communication in a client... 
    Suggested

    Citi

    Fountain Valley, CA
    3 days ago
  • Citibank (Switzerland) AG seeks a Licensed Client Service Associate to support wealth management teams in Fountain Valley, CA. The role emphasizes compliant client service, data-driven decision making, and strong communication with Citi's client base. Candidates should... 
    Suggested
    Full time

    Citibank (Switzerland) AG

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

    J.P. Morgan

    Irvine, CA
    2 days ago
  • $34.32k - $90k

     ...Registered Client Service Associate Registered 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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Irvine, CA
    3 days ago
  • $64.1k - $88.1k

     ...Company We're a diversified financial services leader with more than $1.5 trillion in...  ..., small business and institutional clients. We are a longstanding leader in financial...  ...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

    Newport Beach, CA
    1 day 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 Advisors

    Newport Beach, CA
    2 days ago
  • $68.6k - $97.4k

     ...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 Irvine, CA Location.... 
    Full time
    Work at office
    Flexible hours
    Night shift

    Sunflower Bank, N.A.

    Irvine, CA
    19 hours ago
  • $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 pay
    Full time
    Work at office
    Monday to Friday

    Meier Law Firm

    Newport Beach, CA
    20 hours ago
  • $16 - $19 per hour

     ...HUB Service Team Opportunity In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected...  ...unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North... 
    Local area
    Flexible hours

    HUB International

    Newport Coast, CA
    2 days ago
  • $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 pay
    Full time

    Meier Law Firm

    Newport Beach, CA
    2 days ago
  • $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 work
    Work experience placement
    Local area

    Morgan-Stanley

    Newport Beach, CA
    3 days ago
  • $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 time
    Internship
    Monday to Friday
    Flexible hours

    The Rand Group

    Newport Beach, CA
    6 days ago
  • Bank of America Merrill Wealth Management in Newport Beach seeks a Client Service Associate to support multiple Financial Advisors. You will act as the primary client contact, guiding service needs and ensuring timely, accurate materials. You will educate clients on bank... 

    Bank of America

    Newport Beach, CA
    2 days ago
  • $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 time
    Temporary work
    Work experience placement
    Local area

    Morgan Stanley

    Newport Beach, CA
    1 day ago
  • $23 - $26 per hour

     ...independent fiduciary legally bound to act in our clients' best interests — always.* Mercer...  ...of metrics – including size, growth, service quality, technology, succession planning...  ...The primary focus of a Client Service Associate I is to provide excellent follow-through... 
    Temporary work
    Second job
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Newport Beach, CA
    9 days ago
  • $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

    Oppenheimer & Co. Inc.

    Newport Beach, CA
    18 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 in the Commercial Bank, you will resolve client requests... 
    Work experience placement
    Work at office

    JP Morgan Chase

    Irvine, CA
    2 days ago
  •  ...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 placement
    Work at office
    Local area
    Shift work

    Arthur J. Gallagher & Co.

    Irvine, CA
    5 days ago
  • 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... 

    JPMorganChase

    La Habra, CA
    4 days ago
  •  ...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

    Prevail Recruiting

    Santa Ana, CA
    4 days ago
  • $16.9 - $19.5 per hour

     ...Service Associate Garden Grove: Euclid St /Katella Ave EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees know how to rise to a challenge and handle it head on. EōS Fitness... 
    Daily paid
    Full time
    Part time
    Flexible hours
    Weekend work
    Afternoon shift

    EŌS Fitness

    Garden Grove, CA
    5 days ago
  • $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 hours
    Night shift

    Kids for the Future

    Anaheim, CA
    2 days ago
  • $25 - $44 per hour

     ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Newport Coast, CA
    2 days ago
  •  ...Wealth Management Client Associate Irvine, California To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Irvine, CA
    4 days ago
  • $85k - $146k

     ...Position Overview Job Title Structured Credit Services - CLO Specialist  Corporate Title Assistant Vice President Location...  ...treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise... 
    Full time
    Work from home
    Santa Ana, CA
    8 days ago
  • Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment... 

    JPMorganChase

    Huntington Beach, CA
    3 days 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....  ...schedule and additional responsibilities. If you are a current associate, you need to apply through our internal career site. Please... 

    VCA Animal Hospitals

    Fountain Valley, CA
    3 days ago
  • $28 - $33 per hour

     ...Safety, we provide industry-leading fire protection & security services across the United States. Our ever-growing footprint can be seen...  ...Duties and Responsibilities: Handle all incoming client calls for service, ensuring excellent customer experience and timely... 
    Minimum wage
    Temporary work
    Work at office
    Local area
    Immediate start

    Fortis Fire & Safety

    Orange, CA
    5 days ago
  • $17 - $21 per hour

     ...Description Position at Alton Main Animal Hospital Client Service Representative Alton Main Animal Hospital Santa Ana, CA Pay Range: $17.00-$21.00/hour Alton Main Animal Hospital is looking for a friendly, compassionate, and dependable Client... 
    Hourly pay
    Temporary work
    Flexible hours

    Cape Cod Veterinary Specialists

    Santa Ana, CA
    5 days ago

Do you want to receive more vacancies?

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