Client Services Associate
TradeJobsWorkforce
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 resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.
- ...all work as a team/family and strive to keep it that way!Position OverviewWe are seeking a dedicated and experienced Senior Client Service Associate to join our team in a hybrid role. The ideal candidate will be responsible for ensuring high-quality service delivery and...SuggestedWork at officeWork from home2 days per week3 days per week
$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... ...ones “I can succeed as a Private Client Service Associate at Capital Group.”As the...SuggestedFull timeTemporary workLocal areaFlexible hours- ...Client Service Associate (CSA) The Hiring Advisors is partnering with a Domestic Investment Management Firm to hire a Client Service Associate (CSA). The CSA will play a crucial role in providing tailored investment solutions for HNW individuals and families. This...SuggestedWork at office
$80k - $100k
...Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 Category Client & Product Services Department Client Services Type Regular Full-Time Position Summary The Client...SuggestedFull timeWork at officeRemote work$50k - $55k
...Client Service Associate At 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...SuggestedFull timeWork at office- ...UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment. Ideal candidates hold Series 7/66 licenses (for CSAs)...Work at office
$55k - $75k
...Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with... ...Services Division has an immediate need for a Client Service Associate. This position will be responsible for opening accounts for...Immediate start$35.15k - $90k
...Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first...Temporary workWork at officeLocal area$80k
...Client Services Associate Location: Santa Monica, CA Schedule: 100% in-office, Monday–Friday, 8:00 a.m.–5:00 p.m. Compensation: $80K+ Base salary, commensurate with experience, plus competitive benefits and eligibility for bonus opportunities Gerber Kawasaki is one...Work at officeMonday to Friday$85k - $105k
...Manhattan West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent... ...traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and...Work at officeLocal area- ...Treasury Management Client Services Associate The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services. This role serves as a key point of...Remote work
$18 - $19 per hour
...Client Services Associate Culver City, California, United States Job Overview: Provides office, mail, and customer service support. Handles mail distribution, shipping/receiving, office supplies, equipment maintenance, and front desk coverage while ensuring efficient...Full timeTemporary workPart timeImmediate start$85k - $90k
...Client Service Associate Our client is an SEC-registered RIA based in Burbank, CA, managing over $400 million in assets for approximately 400 client households. We provide high-touch, personalized financial planning and investment management, and we hold our team to...Full timeSummer workWork at office$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work at office$20 - $27 per hour
...Senior Premier Client Services Associate We are currently seeking a Senior Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting...Work at office$20 - $30 per hour
...Senior Client Services Associate East West Bank is currently seeking Senior Client Services Associate who will be responsible for supporting the Private Bankers and Private Client Advisors within the Private Banking Department to achieve sales, service, and operational...Flexible hours- ...Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness....Remote workWork from home
- ...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...Full time
$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$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 work$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...- 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...
$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...Temporary 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...Temporary workWork at officeLocal area$70k - $80k
Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports...Full timeWork at officeFlexible hours$55k - $65k
...leading middle-market investment bank and full service broker‑dealer. With roots tracing back to 1881... ...Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los Angeles branch...Local area- Bachelors Degree and Min 2 years + experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal...
- AscendHire is seeking candidates for a client service position located in Los Angeles, California. The role involves assisting financial advisors by providing day-to-day operational support for Investment Advisory Program accounts and brokerage accounts. Qualified candidates...
$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 hours- ...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...
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