Luxury Client Services Associate — CRM & Onboarding
DOGPOUND
DOGPOUND is looking for a Client Service Associate in West Hollywood. This full-time role demands a performance-driven individual to deliver exceptional service and engagement with clients. Candidates should have extensive experience in luxury environments, proficiency in relevant tools, and impeccable communication skills. The role encompasses a broad range of responsibilities from membership support to maintaining studio standards. Ideal candidates will bring 3–5 years of relevant experience and be able to thrive in high-pressure situations while ensuring a luxury client experience. #J-18808-Ljbffr DOGPOUND
$30 per hour
DOGPOUND LA - Client Service Associate (CSA) Role Location: 627 N Robertson Blvd... ...who understands luxury hospitality, strategic follow... ...by-step. Lead Engagement & CRM Execution Own daily lead follow... ...initiatives. Membership Support & Onboarding Confidently communicate...LuxuryCRMFull timeImmediate startAfternoon shift$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing... ...further enhance the team's performance. Onboards new clients, opens new client accounts... ...: Client Relationship Management (CRM) software, or similar contact...CRMWork at office- ...About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth... ...activity, service issues, and opportunities in the CRM Assist with onboarding new clients to ensure a smooth transition Coordinate with...CRMFull time
$105k - $120k
...base salary + benefits About Our Client Our client is a growing, high-... ...role in keeping client service, investment operations, and alternative... ...Support integrations across CRM, eMoney, and Nitrogen Resolve... ...Support Conduct 30-day onboarding check-ins Coordinate annual client...CRMFlexible hours- SUMMARY: Become a Client Service Associate (CSA) with SEIA! The CSA serves as a key liaison between clients... ...-to-date client and household data in CRM systems; assist with meeting... ...and compliance teams to ensure smooth onboarding, high-quality service delivery, and consistent...CRMFull timeWork at officeImmediate startRemote work
- ...Woodland Hills, CA, is seeking a Registered Client Service Associate to be a trusted contact between high-... ...estate planning navigation, account onboarding, and clear communication. You will... ...strategies, maintain client records in our CRM, and ensure compliance with banking...CRM
$95k - $105k
...Curated Wealth Partners is seeking a Client Service Associate for our Wealth Management firm in El Segundo, CA. We are a multi-family office and... ...to and manage client service requests via phone, email, and CRM Move money among a variety of different accounts at the direction...CRMWork at office$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... ...processes. Positive communication with clients to provide our luxury service standards. Provide professional etiquette via...LuxuryHourly payTemporary workLocal areaRemote workFlexible hours$75k - $110k
...professionals who share our passion for delivering exceptional client outcomes. Job Description The Client Service Associate collaborates with Relationship Managers and... ...client interactions and maintains accurate CRM records Prepares custodian paperwork, contracts, and...CRMFull timeJanuary startWork at office$100k - $120k
...families, foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support institutional... ...handling subscription documents. Manage the new client onboarding process, including meeting preparation, collection of client...Permanent employmentWork at officeLocal areaWork from home$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...$28 - $32 per hour
...Ambassador of the Maison, the Client Advisor will achieve... ...exceptional customer service and a welcoming... ...and Corporate Team on CRM initiatives. Accurately... ...College degree preferred. Luxury retail or hospitality experience... ...and paid time off. Associates are encouraged to give...LuxuryCRMHourly payLocal areaFlexible hoursWeekend workAfternoon shift$28 - $32 per hour
...Client Advisor Vhernier | Beverly Hills Reports to:... ...receives exceptional customer service and provide a welcoming... ...and Corporate Team on CRM initiatives. Accurately... ...degree preferred. Luxury Retail or Hospitality experience... .... We care about our associates’ health and wellbeing...LuxuryCRMHourly payLocal areaFlexible hoursWeekend workAfternoon shift$30 - $35 per hour
Atrium is seeking on behalf of our client a Client Advisor based in... ...clients, delivering exceptional service and personalized styling... ...Ability to work in a fast-paced, luxury retail environment. Attention... ...Familiarity with clienteling tools and CRM systems. Education...LuxuryCRMFull timeLocal areaShift work- ...application conversion and onboarding—while setting standards,... ...the Membership Development Associates. The Lead Sales Manager ensures... ...follow-up, clean CRM data, and a luxury, relationship-first approach... ...hospitality, or high-end client services. Demonstrated ability to...LuxuryCRMFlexible hoursAfternoon shift
- ...represents a unique vision of luxury, blending Parisian elegance with... .... Role Overview As a Client Advisor at Casablanca, you will... ...role requires a strong sense of service, attention to detail, and a passion... ...and thoughtful use of CRM tools to nurture our client community...LuxuryCRMSeasonal work
$29 - $30 per hour
...helps create a welcoming and luxurious environment for both clients and colleagues. *Please note:... ...delivering exceptional client service and luxury experiences• Support CRM initiatives and help achieve... ...Store Manager’s absence• Support onboarding, training, and ongoing...LuxuryCRMHourly payWork at officeWeekend workAfternoon shift- ...Group, a world leader in the luxury sector, operates in more than... ...philosophy and Values to the final Clients guiding them into the world of... ...them with an excellence service in accordance to the "client journey... ...data into the Company CRM with the purpose of connecting...LuxuryCRM
- ...Vision, Medical, 401(k) Overview We are seeking a Senior Client Service Associate to provide high-touch operational and client support within... ...support day-to-day servicing needs Manage the new client onboarding process, including documentation collection, account setup...Work at office
$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information...Temporary workWork at officeLocal area$80k - $95k
...Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in... ...related administrative and operational tasks, including account onboarding, transactions, and reporting. Coordinate with internal...Work at officeRemote work- ...delivers unparalleled service, unforgettable experiences... ...This position combines luxury hospitality,... ...from nomination through onboarding and ongoing engagement—... ...membership database and CRM platform (PeopleVine)... ...brands, or high-touch client services Experience working...LuxuryCRMFull timeWork at officeFlexible hoursNight shiftWeekend workAfternoon shift
- ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing... ...and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information...Work at officeLocal area
$35.15k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial... ...in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboarding and maintaining client accounts, including collecting client...Temporary workPart timeWork at officeLocal area$22 - $25 per hour
BYREDO Melrose seeks a full-time client advisor to drive sales & service through exceptional client experience,... .... Be part of a brand that redefines luxury through creativity and experience. At... ...client relationships Leverage Byredo’s CRM tools to manage client information,...LuxuryCRMHourly payFull timeFlexible hours$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) teams on a daily basis.... ...in digital tools (e.g., MSOnline, eSign, eAuthorization) Onboarding and maintaining client accounts, including collecting client...Temporary workWork at officeLocal area$80.1k - $128.16k
...and a stronger community of associates united by our mission. At Capital... ...values every day: Integrity, Client Focus, Diverse Perspectives,... ...succeed as a Private Client Services GIC Associate.”As a Global... ...management content that supports team onboarding and operational excellence.“I...Temporary workLocal areaFlexible hours$35.15k - $90k
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...clients in digital tools (e.g. MSOnline, eSign, eAuthorization); onboard and maintain client accounts, including collecting client...Temporary workPart timeWork at officeLocal area- Morgan Stanley in Santa Monica seeks a Registered Client Service Associate to deliver exceptional client service to Financial Advisors and Private Wealth Advisors daily. The role supports onboarding, account maintenance, and digital tools enrollment while handling money...
- ...Advisors, an advisory practice of Hightower, seeks a Senior Client Service/Advisory Associate to support the advisory team in delivering exceptional... ...investment execution. You will coordinate client onboarding, account transfers, and asset allocation processes while...
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