Client Services Associate

A well-established and growing financial services firm is seeking a Client Services Associate to provide operational, administrative, and client support to a busy advisory practice. This is an excellent opportunity for a motivated professional who enjoys working directly with clients, thrives in a fast-paced environment, and has an interest in personal finance, wealth management, or financial planning. Responsibilities Support client onboarding and account-opening processes Coordinate client paperwork, documentation, and account maintenance Manage CRM records and maintain accurate client information Track and follow up on insurance underwriting and application requirements Schedule client meetings and manage advisor calendars Communicate with clients by phone and email regarding account needs and service requests Assist with data entry and preparation within financial planning software Document and improve internal workflows and procedures Provide general operational support to ensure a high-quality client experience Qualifications 2+ years of experience in client service, administrative support, financial services, banking, insurance, or a related field Strong organizational skills and attention to detail Excellent written and verbal communication skills Comfortable learning technology platforms and business systems Ability to manage multiple priorities and work independently Interest in financial planning, wealth management, or investments Bachelor's degree preferred but not required Preferred Experience working in a financial advisory, insurance, banking, or wealth management environment Familiarity with CRM systems Health & Life, Series 7, or Series 66 licenses are a plus, but not required Why Consider This Opportunity? Stable and growing advisory practice Exposure to wealth management and financial planning Direct mentorship from an experienced advisor Bonus opportunity Long-term career growth with potential advancement into paraplanning, financial planning, or advisory responsibilities Equal Opportunity Employer/Veterans/Disabled The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers #J-18808-Ljbffr LHH Recruitment Solutions