Client Services Associate
$50.25k - $64.5kFF Inc
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 information about products and services, coordinate follow-ups, and help ensure a smooth experience throughout each interaction. You’ll also work closely with internal sales and account teams to keep client requests organized and identify opportunities to provide additional support.
What You’ll Do
- Serve as a point of contact for new and existing clients
- Communicate with clients regarding products, services, account information, and current offerings
- Respond to client questions and provide accurate, timely information
- Learn individual client needs and help connect them with appropriate products or services
- Support new client onboarding and account setup
- Coordinate follow-up communication with clients
- Maintain regular contact regarding account needs and updates
- Assist with client meetings, appointments, and account-related communications
- Maintain accurate client information and interaction history
- Update account activity and client records within CRM systems
- Monitor open requests and coordinate next steps with internal teams
- Assist sales and account teams with client-related activities
- Prepare client materials and account information
- Gather client feedback and communicate relevant insights internally
- Identify recurring client needs and opportunities for additional support
- Help maintain strong client relationships through responsive communication and reliable follow-through
- Collaborate with sales, account management, and operations teams to support client needs
What We’re Looking For
- Strong verbal and written communication skills
- Friendly, professional, and confident interacting with clients
- Excellent organization and attention to detail
- Strong relationship-building and interpersonal skills
- Ability to understand client needs and communicate solutions clearly
- Reliable follow-through and time management
- Comfortable managing multiple client conversations and priorities
- Professional and collaborative approach
- Comfortable working in a fast-paced environment
- Basic computer skills and ability to learn CRM and account management systems
Previous experience in client services, account management, sales, business development, hospitality, retail, marketing, or another client-facing environment is helpful but not required.
What We Offer
- Competitive compensation with bonus opportunities
- Paid training and ongoing support
- Full-time schedule
- Collaborative and professional team environment
- Opportunities for advancement within Client Services, Account Management, Sales, and Business Development
Join Our Client Services Team
The Client Services Associate plays an important role in maintaining strong client relationships and supporting ongoing account activity. You’ll work across client communication, account support, relationship management, and sales support to help ensure clients receive responsive and professional service.
$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- ...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...Suggested
$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- ...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...SuggestedFull time
$35.15k - $90k
...Registered Client Service Associate 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...SuggestedTemporary workWork at officeLocal area$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- ...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...
$50k - $62k
...support professional in Los Angeles, CA. The role focuses on managing front-desk activities and ensuring professional service is delivered to clients and staff. With responsibilities ranging from reception coverage to conference room management and administrative tasks...Work at office$80k - $95k
...Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW’s alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries...Work at officeRemote work- ...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 role...Work at office
- ...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
$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- ...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
$55k - $65k
...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881... ...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- 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...
$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...$90k
...serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+... ...seamlessly and quickly. The Survey Associate position is a key enabler in the development... ...-driven, process-oriented, client-servicing environment Superior writing, logic and...Flexible hours$96k - $127k
Join Third Bridge Group in Los Angeles as a Client Services Associate. You will play a crucial role in finding and engaging industry experts to provide insights for our clients, often under tight deadlines. This position offers a dynamic environment where you’ll develop...- Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions for the world’s top investors and business leaders. We combine human insights and unique investor‑led content into a global...Full timeWorldwideFlexible hours
- A leading investment research firm in Los Angeles is looking for a Client Services Associate for their Surveys team. This role involves executing surveys, providing client feedback, and managing expert panels. The ideal candidate will have strong communication skills, a...Remote job
- 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$110k - $120k
...Senior Client Service/Advisory Associate (CSA) Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in...Permanent employmentWork at officeLocal areaFlexible hours$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- About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...Flexible hours
$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$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 Valley...Work at office$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- 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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- card services specialist Glendale, CA
- entry level service advisor Glendale, CA
- environmental service aide Glendale, CA
- full time service advisor Glendale, CA
- community services specialist Glendale, CA
- site services specialist Glendale, CA
- information technology and services consultant Glendale, CA
- office service associate Glendale, CA
- family services specialist Glendale, CA
- public service officer Glendale, CA


