Client Service Associate
$50k - $60kAlphabe Insight
Client Service Associate
Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent support, resolving issues efficiently, and ensuring a seamless client experience. The ideal candidate is a problem-solver with a strong work ethic and excellent communication skills.
Responsibilities
- Provide responsive, professional service to existing and prospective clients
- Answer client inquiries via phone, email, or in-person and ensure timely follow-up
- Maintain accurate client records and documentation
- Collaborate with internal departments to coordinate client requests
- Identify client needs and communicate solutions clearly
- Track service issues and escalate when necessary
- Support onboarding and orientation for new clients
- Maintain a high level of product knowledge to better serve client needs
Qualifications
- High school diploma or equivalent (Bachelor's degree preferred)
- 1–3 years of experience in client services, administration, or related field
- Strong interpersonal and communication skills
- Excellent organizational and time management abilities
- Ability to handle multiple priorities with accuracy and attention to detail
- Professional demeanor and customer-first attitude
- Proficiency in Microsoft Office Suite and general computer systems
Benefits
- Competitive salary ($50,000 - $60,000 per year)
- Growth and advancement opportunities within the company
- Ongoing training and skill development
- Supportive and team-oriented work environment
- Paid time off and holidays
- Health, dental, and vision insurance options
$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
...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- ...DESCRIPTION Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to... ...complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client...SuggestedWork experience placementWork at office
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...person who loves solving problems, helping others, and staying organized in a fast-paced environment? We’re looking for a Client Services Associate to join our growing team and be the friendly, helpful voice of our company. This is a great role for someone who’s detail-...Full timeWork at officeFlexible hours$60k - $85k
...Job Description At Blunt Wealth Services, we exist for one reason: to help people live their... ...concierge approach to working with our clients, helping to form lifelong and intimate... ...we grow, we are seeking a Client Service Associate to support our Financial Advisors,...For contractorsWork experience placementWork 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...
$16.5 - $43.27 per hour
...Registered Client Service Associate 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...Hourly payTemporary workWork at officeLocal area$55k - $73k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, client services associate (registered) assists one or more financial advisor...Work at officeImmediate startFlexible hours$28.47 - $47.44 per hour
...Registered Client Service Associate Where ambition meets innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'...Work at officeWork from home$45k - $85k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...Work experience placementWork at office- Fwainvest in Newport Beach, CA is seeking a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to handle multiple tasks in a fast-paced environment...
- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams in Newport Beach, delivering exceptional client service and managing day-to-day account needs. Responsibilities include processing money movements, handling client inquiries...
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...you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the...Hourly payWork at officeMonday to Friday$45k - $85k
Registered Client Service Associate (Newport Beach, CA)Skip to main contentThis website uses cookies to ensure you get the best experience on our website. By clicking ‘Accept’, you accept all cookies by default and exit the banner. If you choose Decline, site functionality...Work experience placementWork at office$50k - $60k
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- ...relationships with our most complex Commercial Bank clients across the country. As a Client Success Senior Associate within the Commercial & Investment Bank (CIB)... ...Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams...Work experience placementWork at office
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- Dormont Manufacturing Co is seeking a proactive individual for a client service support role in Newport Beach. The position demands a strong focus on client advocacy, operational excellence principles, and team collaboration to address client needs effectively. Candidates...
$25 - $44 per hour
Job Description This role provides client service support to potentially multiple Financial Advisors, supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business. Responsibilities Provides excellent Client Service...Hourly paySeasonal workWork from homeShift workDay shift$65k - $90k
...Client Advisory Associate Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated...Full timeWork at officeLocal area- ...Client Care Associate Homelessness is the largest social and public health crisis in California. Illumination Health + Home is a growing... ...cycle of homelessness by providing targeted, interdisciplinary services in our recuperative care centers, emergency shelters,...Immediate startMonday to Friday
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...Key Responsibilities Customer Service Provides SMART customer service at all times through the daily execution of Lowe’s customer service... ...regarding our benefit programs and eligibility, please visit Associate Benefits ( Working at one of the largest retail companies has...Hourly payFull timePart timeSeasonal workLocal areaFlexible hoursWeekend work- ...Card Services Specialist (Temporary up to 6 months) BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE... ...full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology...Temporary workLocal area
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