Client Services Associate
$22 per hourSAGE Counseling
Client Service Associate This is a Full-Time position. Monday through Friday, 8:30am to 5:30pm. Remote work available, but must reside in Arizona. Pay: up to $22.00 per hour Bilingual differential pay for those bilingual in Spanish!!! SAGE Counseling is actively recruiting for Full-Time Client Service Associates to provide support for admitting clients to SAGE by: Appointment scheduling Processing treatment referral Data entry into the electronic health record Maintaining client files Completing outgoing calls for services The ideal candidate for this position is an organized, detail orientated individual who is able to manage multiple projects at once in a fast-paced environment, with strong work ethic and a background in office administrative. Why join SAGE Counseling? Top-level compensation packages including company-paid medical insurance! Bilingual pay differential Annual merit-based compensation increases Career advancement opportunities Remarkable health and disability benefits 401k company match Holiday, PTO, and employer-paid life insurance Qualifications: Bilingual (Spanish/English) required . Differential pay offered! Minimum High School Diploma or GED required. Eligible to successfully complete background check to obtain a Fingerprint Clearance Card Prior experience with scheduling or working in a call center environment preferred. Prior experience in behavioral health field strongly preferred Proficiency in navigating an Electronic Health Record, and Microsoft Office Suite products (Word, Excel, and Outlook) Strong sense of discretion and professionalism Strong organizational and time management skills SAGE is an Equal Employment Opportunity employer. We are committed to providing equal opportunity in all employment related activities without regard to race, color, religion, sex, sexual orientation, national origin, age disability veteran status, or any other characteristics protected under State of Federal Law. Job Type: Full-Time
$90k
...serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+... ...seamlessly and quickly. The Survey Associate position is a key enabler in the development... ...-driven, process-oriented, client-servicing environment Superior writing, logic and...SuggestedFlexible hours$34.32k - $90k
...Job Description 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...SuggestedTemporary workWork at officeLocal area$19 - $20 per hour
...Client Service Associate The anticipated base salary range for this position is $19 to $20 hourly. Exact salary depends on several factors such as experience, skills, and budget. This role is based at our corporate office in Los Angeles, CA or open to remote....SuggestedHourly payTemporary workLocal areaRemote workFlexible hours$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered...SuggestedFull timeWork at office- ...Benefits Eligible for Dental, Vision, Medical, 401(k) Overview We are seeking a Senior Client Service Associate to provide high-touch operational and client support within a fast-paced financial services environment. This role partners closely with advisors and internal...SuggestedWork at office
$35.15k - $90k
...Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first...Temporary workWork at officeLocal area- ...About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
$34.32k - $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...Temporary workWork at officeLocal area$55k - $75k
...Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with... ...Services Division has an immediate need for a Client Service Associate. This position will be responsible for opening accounts for...Immediate start$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... ...“I can succeed as a Private Client Service Associate at Capital Group.” As the...Temporary workLocal areaFlexible hours$80k - $100k
...Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 Category Client & Product Services Department Client Services Type Regular Full-Time Position Summary The Client...Full timeWork at officeRemote work- ...Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making...Work experience placementLive outWork at officeLocal areaFlexible hoursShift work
$125k - $150k
...Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets. We offer a diverse mix of proprietary and sub...Permanent employmentWork at officeLocal areaFlexible hours- ...financial planning, and fiduciary advisory services. It is part of one of the larger... ...serving both private HNW and institutional clients. The firm has approximately $15B in AUM... ...POSITON OVERVIEW : This CSA/Trading Associate is responsible for extensive client contact...Work at officeWork from home
$100k - $120k
...investment, financial planning, and retirement solutions to individuals, families, foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support institutional consulting, cash management, and a broad suite of advisory...Permanent employmentWork at officeLocal areaWork from home$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located...Full timeWork at officeShift work- A leading investment research firm in Los Angeles is looking for a Client Services Associate for their Surveys team. This role involves executing surveys, providing client feedback, and managing expert panels. The ideal candidate will have strong communication skills, a...Remote job
- A leading investment management firm in Los Angeles is seeking a Client Service Associate to support Relationship Managers and Portfolio Managers in delivering exceptional service to high-net-worth individuals and institutions. Responsibilities include client interactions...Full time
- Bachelors Degree and Min 2 years + experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal...
- Capital Group in Los Angeles is seeking a Global Investment Control (GIC) - Private Client Services Associate to administer mutual funds, ETFs, and SMA activity, manage distributions, and support account openings, closures, gifting, and rebalancing. You will ensure trade...
- Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions for the world’s top investors and business leaders. We combine human insights and unique investor‑led content into a global...Full timeWorldwideFlexible hours
- AscendHire is seeking candidates for a client service position located in Los Angeles, California. The role involves assisting financial advisors by providing day-to-day operational support for Investment Advisory Program accounts and brokerage accounts. Qualified candidates...
$80.1k - $128.16k
Capital Group • Los Angeles, CA Join Capital Group as a Global Investment Control (GIC) - Private Client Services (PCS) Associate. In this role you will administer Mutual Fund, ETF, and Separately Managed Accounts (SMA) activities, support client transactions, ensure compliance...Local areaFlexible hours$55k - $75k
Wedbush in Los Angeles is seeking a Client Service Associate responsible for account openings and client service within their Correspondent Services Division. This role involves reviewing transfer requests, processing various forms, and serving as the main contact for...- ...! Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: Make a Difference... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness....Remote workWork from home
- Bel Air Investment Advisors, an advisory practice of Hightower, seeks a client-focused professional to coordinate service delivery and ensure timely investment execution for high-net-worth clients in Los Angeles. You will liaise with the advisory team, respond to inquiries...
- SUMMARY: Become a Client Service Associate (CSA) with SEIA! The CSA serves as a key liaison between clients, advisors, financial custodians, and internal departments, ensuring that requests are handled accurately, efficiently, and with care. While ensuring a seamless experience...Full timeWork at officeImmediate startRemote work
$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client‑first mindset...Temporary workWork at officeLocal area$55k - $65k
A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability...$96k - $127k
Third Bridge Group in Los Angeles is looking for a Client Services Associate. In this role, you'll engage with industry experts, ensuring clients receive the insights they need promptly. The position offers great career progression with a clear pathway to management within...
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