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
$50k - $60k
...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,...SuggestedWork at office$18 - $19 per hour
...Client Service Associate- Mailroom Santa Ana, California, United States Working inside DB mailroom perform various mail center activities (sorting, metering, and delivery. Inbound and outbound delivery. Lift up to 55lbs (boxes, paper, and or files. Maintain the...SuggestedFull timeTemporary workPart timeImmediate start$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...SuggestedFull timeTemporary workWork at officeLocal area$16.5 - $43.27 per hour
...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...SuggestedHourly payTemporary workWork at officeLocal area$28.47 - $47.44 per hour
...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...SuggestedWork at officeWork from homeMonday to Friday$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$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$60k - $85k
...At Blunt Wealth Services, we exist for one reason: to help people live their best lives... ...concierge approach to working with our clients, helping to form lifelong and intimate relationships... ...grow, we are seeking a Client Service Associate to support our Financial Advisors,...For contractorsWork at office$65k - $85k
...California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services... ...for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy...Full timeInternshipMonday to FridayFlexible hours- ...Job Title Client Service Associate Job Description Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management...Work experience placementWork at office
$25.99 - $47 per hour
Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role provides operational and sales support to multiple Financial Consultants (FCs) across retail, high‑net‑worth, or institutional accounts, and assists with office initiatives. Position...Hourly payWork at officeRemote workMonday to Friday$18 - $19 per hour
...off for any reason. Bonuses: Are available for employee and client referrals for current employees. Benefit Offerings: Medical... ...enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions...Full timeTemporary workPart timeImmediate start$50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Newport Beach, CA....Local area$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Full timeTemporary workWork experience placementLocal area$25 - $44 per hour
...Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This role provides client service support to multiple Financial Advisors, supporting enterprise strategic objectives, operational excellence,...Hourly paySeasonal workShift workDay shift$34.62 - $52.4 per hour
About this role: Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors... ...this role you will: Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service...Ongoing contractFull timeWork experience placementWork at officeImmediate start$18 per hour
...Schools is where you want to be! Aqua Tots is looking for a Guest Service Associate. Must be friendly, able to multitask, work with a team, work... ...Sunday) Ability to effectively sell our swim program to clients Maintain a clean, organized, and safe work area...Hourly payWeekly payPart timeSeasonal workImmediate startFlexible hoursShift workNight shift$65k - $75k
...Senior Client Associate Provides advanced client support and serves as a resource for junior associates. This role handles complex service needs, supports client presentations, and may lead specialized tasks or act as a team lead or subject-matter resource. Essential...Temporary workInternshipLocal areaFlexible hours$10k
...through coaching, connection, and community. Join us and be part of a team that's changing lives every day! Job Summary The Sales and Service Expert (SSE) delivers an outstanding and well-rounded sales and service experience to all guests and members through a compelling...Full timePart timeWork experience placementWork at officeLocal area$20 - $24 per hour
...Adeedo is looking for a dedicated Customer Service Representative to join our team. We're committed to providing excellent HVAC and plumbing... ...outbound calls to schedule appointments. Quickly identify client needs, provide solutions, and resolve concerns professionally....Work at officeLocal areaMonday to FridayShift work$47.84k - $52k
...business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of... ...while providing an exceptional service experience to our clients. Ensures the performance of all duties in accordance with the company...Full timeTemporary workWork at officeLocal area$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$20 - $24.5 per hour
...Client Service Representative We are seeking an experienced Client Service Representative to join our team at VCA West Coast Specialty... ...all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise...$20.54 - $28.2 per hour
Client Service Representative III Location US-CA-Irvine Company Canon U.S.A., Inc. Requisition ID 34039 Category Office Services Position Type Full-Time Workstyle Full-Time On Site About the Role...Hourly payFull timeFor contractorsFor subcontractorCasual workWork at officeLocal area$25 - $45 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$65k - $75k
...Provides advanced client support and serves as a resource for junior associates. This role handles complex service needs, supports client presentations, and may lead specialized tasks or act as a team lead or subject‑matter resource. ESSENTIAL JOB DUTIES include but are...Temporary workInternshipLocal areaFlexible hours$23 - $26 per hour
...Sales Champion to be the first point of contact for potential clients and a key driver of our firm’s growth. We handle family law, civil... ...help them understand how the firm can help and to sell legal services Present the cost of services (fees pre-determined by an attorney...Hourly payFull timeWork at office- ...Veritas Veterinary Partners in Tustin, CA is looking for a Client Experience Representative to manage the front desk and deliver exceptional client service. The role requires creating a welcoming atmosphere for clients, handling billing, and supporting their overall experience...Full time
- ...environment. Responsibilities: Respond to a high volume of client inquiries via phone, email, and support tickets in a timely and... ...first-level support for client issues related to products and services. Document client interactions, issues, resolutions, and follow-...Full timeInternshipFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
- professional services specialist Santa Ana, CA
- health services administrator Santa Ana, CA
- human services specialist Santa Ana, CA
- court services officer Santa Ana, CA
- service delivery associate Santa Ana, CA
- family services specialist Santa Ana, CA
- guest services associate Santa Ana, CA
- veterans service officer Santa Ana, CA
- transaction services specialist Santa Ana, CA
- honda service advisor Santa Ana, CA


