Client Services Associate
$80k - $100kThe TCW Group
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 Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries and requests, preparing investor materials and reports, overseeing operational activities related to client accounts, and supporting the marketing and fundraising efforts for TCW's private funds. The ideal candidate will possess a strong understanding of alternative investments, excellent client service skills, and the ability to collaborate effectively with various internal departments to ensure a positive client experience. Essential Duties Serve as the primary point of contact for clients and their consultants, addressing their needs and building strong relationships. Respond promptly and accurately to client inquiries and requests for information, providing timely and effective solutions. Prepare and deliver regular and ad-hoc investor materials, including marketing presentations, performance reports, and data analysis. Manage and process client-related administrative and operational tasks, including account onboarding, transactions, and reporting. Coordinate with internal departments (Distribution, Investment Operations, Compliance, Legal,) to facilitate client requests, resolve issues, and ensure seamless service delivery. Liaise with fund partners and administrators to support client orders, resolve discrepancies, and ensure accurate transaction processing. Assist with all aspects of the marketing and fundraising cycle for new alternative investment funds and related vehicles. Support the completion of due diligence questionnaires and the management of investor inquiries and data rooms. Identify opportunities to improve processes, enhance efficiency, and provide a superior client experience Required Qualifications Bachelor's degree. 3-5+ years of relevant experience in the finance industry, with a focus on client service or operations. Solid working knowledge and understanding of capital markets and alternative investments. Proficiency in Microsoft Office Suite, with advanced Excel skills (e.g., data analysis, reporting). Strong analytical, problem-solving, and project management skills. Excellent written and verbal communication skills, with the ability to present information clearly and professionally. High level of organizational skills and attention to detail, with a focus on accuracy. Ability to prioritize tasks, manage time effectively, and work well under pressure in a fast-paced environment Professional Skills Qualifications Proactive and self-motivated with the ability to work independently and as part of a team. Strong teamwork and interpersonal skills, with the ability to build effective relationships. Passion for providing exceptional client service and exceeding client expectations This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs. Estimated Compensation: Base Salary: For a CA and NY based positions, the base salary range is $80k - $100k. This represents base salary range only. Other Compensation :In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus. Benefits : Eligible for TCW's comprehensive benefits package. #LI-TG1
$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. What You'll Be Responsible For: The Client Service Associate will provide best in...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- ...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
$80.1k - $128.16k
...Private Client Service Associate You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniquenessand we're committed to fostering a strong...SuggestedTemporary workLocal areaFlexible hours$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...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
...Client Service Associate 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 build trusted relationships...Temporary workWork at officeLocal area$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with...Work at officeFlexible hours
$45k - $65k
...Client Service Associate Advise clients about a range of banking products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances. Have direct contact with customers. Celebrating more...Work experience placementWork at office$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$20 - $27 per hour
...Senior Premier Client Services Associate We are currently seeking a Senior Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting...Work at office$55k - $85k
...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...Work at office- ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Registered CSA assists with the development and growth...Work at officeLocal area
- Virtus Investment Partners, Inc is seeking an Investment Advisor Associate to provide client service support to high-net-worth individuals. This role includes acting as the primary contact, managing accounts, and executing asset allocation changes. The ideal candidate has...
- Arthur J. Gallagher & Co. (AJG) in Glendale, CA is seeking a Client Associate who will support account teams in delivering exceptional service. You will learn about the employee benefits Client Service Cycle, participate in client interactions, and help maintain records...Work at office
- Beacon Pointe in Los Angeles is seeking a Client Service Associate to join a dynamic team of wealth management professionals. The role involves responding to client inquiries, managing operations with a centralized team, and effectively communicating service updates to...Work at office
- Morgan Stanley in Santa Monica is looking for a Senior Registered Client Service Associate to modernize client experiences and support business growth. The role focuses on enhancing client relationships through effective communication and coordination of services, ensuring...
- Northern Trust Corp is seeking a Wealth Strategist Sales Associate in Los Angeles to respond to personal financial planning inquiries and prepare materials for client meetings. The role requires 1-3 years of client servicing experience and strong organizational skills. Ideal...
- Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in the Los Angeles area. The Client Service Associate will join a highly talented team of wealth management professionals that service the investment...Work at office
- 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...
$34.32k - $90k
Responsibilities Cultivate and enhance new and existing client relationships through active communication, processing client requests... ...and documentation remains current. Identify and assist with firm services and solutions that support clients’ needs, including banking...Temporary workWork at officeLocal area- 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...
$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...- 711 MS Smith Barney, LLC in Los Angeles is seeking a dedicated professional to enhance client relationships and assist with financial services. The ideal candidate will have experience in the financial industry and possess the ability to manage client accounts effectively...
$34.32k - $90k
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and teams on a daily basis. Through regular interactions with clients, individuals in this role...Temporary workWork at officeLocal area$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- PowerToFly is seeking a Senior Registered Client Service Associate in Beverly Hills, California. This role involves providing exceptional service to clients and supporting Financial Advisors in enhancing client relationships and executing transactions. The ideal candidate...Work at office
$28.85 - $39.9 per hour
JPMorgan Chase is looking for a Private Client Investment Associate in Los Angeles who will provide essential client service and administrative support within Wealth Management. The role involves maintaining client relationships and assisting Advisors with operational...Hourly pay- HighTower Advisors, LLC, located in Los Angeles, is hiring a Senior Client Service/Advisory Associate to support its advisory team. The role involves coordinating client services, resolving inquiries, and ensuring smooth operational processes. Ideal candidates should have...
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