Client Service Associate - Mission Viejo, CA
RK Partners
Job Description
Job Description
Client Service Associate - Mission Viejo, CA
This is a full-time, in-office position
As a Client Service Associate , you will be assisting the advisors in the office ensuring a smooth professional experience for clients. our role will be dynamic, combining administrative expertise, client service, and operational support.
- Be the first point of contact – answer client inquiries and assist with account-related requests
- Manage scheduling and logistics for meetings between clients and the advisor
- Process paperwork and service requests with precision and efficiency
- Maintain client files and support back-office operations
- Collaborate with the team to enhance the client experience
Financial services experience
Strong organizational & time management skills – you thrive in a fast-paced environment
Tech-savvy mindset – experience with CRMs (Salesforce preferred) and Microsoft Office
Outstanding communication skills – both written and verbal
Proactive problem solver – you take initiative and think independently
Be part of a firm that values growth, teamwork, and client success
Enjoy a supportive, professional environment with opportunities to expand your role
Work closely with experienced advisors and gain valuable industry knowledge
Vacancy posted 25 days ago
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