Client Service Associate
$50k - $55kAlphabe Insight
Client Service AssociateAt 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 growth solutions. Our mission is simple: to help individuals and companies unlock their full potential through leadership, innovation, and continuous development.As we continue expanding across key markets, we are seeking driven and motivated professionals who are excited to grow with us and make a meaningful impact within a dynamic environment.Job DescriptionWe are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this role, you will serve as a primary point of contact for clients, ensuring seamless communication, smooth service delivery, and a strong client experience. You will support daily operations, assist with inquiries, maintain accurate records, and uphold the high service standards that define Sonar Spark.ResponsibilitiesServe as a reliable contact for client inquiries and requests.Support daily client service operations with accuracy and professionalism.Maintain organized documentation and ensure timely follow-ups.Coordinate with internal teams to facilitate smooth service processes.Assist in identifying opportunities to enhance service quality and efficiency.Uphold Sonar Spark's commitment to exceptional client experience.QualificationsQualificationsStrong communication and interpersonal skills.Excellent organizational and multitasking abilities.Ability to work independently and collaboratively.Professional attitude and detail-focused mindset.Basic proficiency with office software and documentation tools.Additional InformationBenefitsCompetitive annual salary: $50,000 – $55,000.Opportunities for long-term career growth and skill development.Supportive and collaborative work environment.Stable full-time position with consistent professional development.Chance to grow within a company recognized for service excellence. Alphabe Insight
- ...National Bank in West Hollywood, CA is seeking a Relationship Associate - PBB to assist clients with daily banking needs and cross-sell CNB products. You will handle banking transactions, provide exemplary service, and support branch operations while maintaining regulatory...Suggested
$34.32k - $90k
Job DescriptionPOSITION SUMMARYRegistered 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...SuggestedTemporary workWork at officeLocal area$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through regular interactions with clients, the role builds trusted relationships. The candidate will have strong interpersonal skills to...SuggestedTemporary workWork at officeLocal area- TAMAR SECURITIES, LLC is seeking a Registered Client Service Associate to deliver exceptional financial services to high-net-worth Clients. You will be the primary contact between clients and advisors, handling onboarding, estate planning inquiries, and investment options...Suggested
- Glendale, AZ | Full-Time About the Role We’re looking for a personable and organized Client Services Associate to support client relationships, account activity, and day-to-day communication. In this role, you’ll work directly with clients to understand their needs, provide...SuggestedFull time
- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
$71.6k - $101.6k
...advisory, financial planning, and related services to individuals, families, businesses,... ...Sunflower Bank, we are committed to helping clients achieve their financial goals through a... ...to fill the full-time Client Service Associate position at our Los Angeles, CA Location...Full timeWork at officeFlexible hoursNight shift- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships with clients, handling routine inquiries, and processing...
$80k
...firms in the country. We are a dynamic, entrepreneurial, and client-focused firm committed to delivering an exceptional experience... ..., tech-savvy, and exceptionally detail-oriented Client Services Associate to join our growing team. This is an opportunity for a client...Work at officeMonday to Friday$35.15k - $90k
Position Summary 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...Temporary workWork at officeLocal areaWork visa$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...$96k - $127k
Third Bridge Group in Los Angeles is looking for a Client Services Associate. In this role, you'll engage with industry experts, ensuring clients receive the insights they need promptly. The position offers great career progression with a clear pathway to management within...$22.5 - $27 per hour
...Your Future Team Feinberg Stein Financial Services is an established boutique wealth... ...organizations, businesses, and institutional clients. We leverage decades of historic financial... .... We are looking for a Client Service Associate to provide exceptional service to our clients...Hourly payPermanent employmentPart timeWork at officeLocal area$96k - $127k
Third Bridge is looking for a Client Services Associate based in Los Angeles, California. This role offers a career launchpad for ambitious individuals who thrive in fast-paced, target-driven environments. As an Associate, you will engage industry experts to deliver insights...$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 workPointwealth Management
Los Angeles, CAa month ago$18 - $19 per hour
...Description Job Overview: Provides office, mail, and customer service support. Handles mail distribution, shipping/receiving,... ...off for any reason. Bonuses: Are available for employee and client referrals for current employees. Benefit Offerings: Medical...Full timeTemporary workPart timeImmediate startSPS North America
Culver City, CA25 days ago$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$20 - $23 per hour
...Client Service Associate The anticipated base salary range for this position is $20 to $23 hourly. Exact salary depends on several factors such as experience, skills, and budget. This role can be based at our corporate office in Los Angeles, CA or open to Remote...Hourly payTemporary workLocal areaRemote workFlexible hours$70k - $90k
Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...growing businessServe as primary liaison with Salesforce and associated CRM activities, including mail list management.Provide calendar...$265k - $320k
...Job Description Job Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services practice in Los Angeles. This is an exceptional opportunity for an attorney interested in sophisticated estate planning, wealth...Full timeTemporary workPrivate practiceWork at officeRemote workFlexible hoursDirect Counsel
Los Angeles, CAa month ago$80.1k - $128.16k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...“I can succeed as a Private Client Service Associate at Capital Group.” As the...Full timeTemporary workLocal areaFlexible hoursCapital Group
Los Angeles, CA12 hours ago- A client services firm in Los Angeles seeks a Client Services Associate to enhance client relationships and ensure positive experiences. In this role, you'll manage accounts, support client requests, and collaborate with teams for service delivery. Ideal candidates have...
$34.32k - $90k
...Job Description 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...Full timeTemporary workWork at officeLocal area$35.15k - $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...Full timeTemporary workWork at officeLocal area- ...foot care for men. We are seeking a Sales Associate to join our team in Southbay,... ...membership sales, gift card sales, products, and services. Duties include: Sales: Memberships... ...Point of Sale system (POS) Scheduling client services, ability to increase booking by...
$55k - $88k
What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values... ...serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison...Full timeWork at officeFlexible hours$55k - $88k
...Branch Service Manager Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager (BSM) is...Work at officeFlexible hours$110k - $130k
...providing top-tier legal representation with a client-focused approach, ensuring that every... ...and articulate Client Support Associate Attorney to join our Workers’ Compensation... ...teamwork, integrity, and excellence in client service. Opportunities for professional...Permanent employmentFull timeTemporary workWork at officeRemote workHome officeAbramson Labor Group
Burbank, CA3 days ago- Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and deliver exceptional service to clients in a fast-paced banking environment. The role emphasizes client advocacy, operational excellence, and adherence to bank...
- FF Inc is seeking a personable Client Services Associate in Glendale, AZ. You will support client relationships, manage account activity, and handle day-to-day communication to ensure a smooth experience. You will work with clients to understand needs, provide product information...
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