Top 126 Client services associate Jobs in Canoga Park Ca

Client Services Coordinator
Erika Puzik & Associates, Ameriprise Financial —Los Angeles, CA
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- CRM software
- Background check
- Microsoft Excel
- Profit sharing
- Health insurance
Quick Apply
Client Associate
Confidential —Westlake Village, CA
- $28 - $40 an hour
- Full-time
- Background check
- Microsoft Excel
- Research
- 401(k)
- Paid time off
Quick Apply
Sales & Customer Service Associate
Massage Envy —Northridge, CA
- $18 - $22 an hour
- Part-time
- Clinic
- Math
- Computer skills
- Wellness program
- Flexible schedule
Associate | Client Services
One Capital Management —Westlake Village, CA
- $69,000 - $75,000 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Research
- Wellness program
- 401(k)
California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)
Blais & Associates —California
- From $25 an hour
- Part-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- 401(k)
- 401(k) matching
Quick Apply
Manager, Inside Sales & Customer Support
ECA Medical Instruments —Newbury Park, CA
- $70,000 - $90,000 a year
- Full-time
- Microsoft Word
- Management
- Marketing
- Health savings account
- Health insurance
Quick Apply
Client Services Associate
Northwestern Mutual —Manhattan Beach, CA
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
13d
6th Grade (Math ) Tutor Part-Time In Client's Home $25/Hour
Club Z! Tutoring —Thousand Oaks, CA
- $25 an hour
- Part-time
- Background check
- High school
- Computer literacy
Quick Apply
Client Engagement Senior Associate, Tax Operations
Crowe —Los Angeles, CA
- $21.75 - $44.50 an hour
- Full-time
- Hybrid work
- 5 years
- Continuous improvement
- US work authorization
Quick Apply
6d
Client Service Associate (Teller)- Encino Los Angeles, CA
California Bank & Trust —Encino, CA
- $26 - $29 an hour
- Monday to Friday
- Basic math
- Mid-level
- Office
- Profit sharing
- Paid training
Relief Client Service Representative
VCA Animal Hospitals —Woodland Hills, CA
- $20 - $25 an hour
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Student & Client Services Associate
Monarch Beauty Academy —Valencia, CA
- $17 an hour
- Part-time
- Computer literacy
- Entry level
- 401(k)
- Employee discount
Quick Apply
Representative, Sales & Customer Support
PACIFIC AIR INDUSTRIES —Chatsworth, CA
- $17 - $30 an hour
- Full-time
- Remote
- High school
- Mid-level
- Commercial
Quick Apply
Client Service Associate
Morgan Stanley —Westlake Village, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
3d
Client Advisor, Full Time
FERRAGAMO USA INC —Los Angeles, CA
- $20 - $21 an hour
- Weekends as needed
- Merchandising
- Mid-level
- Computer skills
Quick Apply
3d
Senior Associate | Client Services
One Capital Management —Westlake Village, CA
- $75,000 - $85,000 a year
- Email
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Health insurance
Client Human Resources Business Partner III
ADP —Woodland Hills, CA
- $69,300 - $129,200 a year
- Full-time
- 5 years
- Military
- Writing skills
- Wellness program
- Disability insurance
3d
Associate - Client Team Support
Andersen —Los Angeles, CA
- $70,000 - $90,000 a year
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
Retail Client Merchandising Representative
CRO-US —Simi Valley, CA
- $20 an hour
- Part-time
- Customer service
- Merchandising
- Ability to lift 50 pounds
- Paid training
- Mileage reimbursement
Quick Apply
Client Service Associate, Entertainment
HUB International —Encino, CA
- Online Application
- Microsoft Outlook
- Mid-level
- High school diploma or GED
- Health savings account
- Disability insurance

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client services associate jobs near canoga park ca

Client Services Coordinator

Erika Puzik & Associates, Ameriprise Financial
Los Angeles, CA

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year

Benefits

Profit sharing
Health insurance
401(k)
Tuition reimbursement
Paid time off
401(k) matching

Qualifications

CRM software
Microsoft Excel
Microsoft Outlook
Word embeddings
Microsoft Office
Series 7
Documentation tools
Attention to detail
Customer relationship management
Organizational skills
Financial services
Productivity software
Video conferences (communication methods)
AI-driven automation
Technical Proficiency
Client interaction via phone calls

Full Job Description

We are a dynamic and growing franchise practice of Ameriprise Financial serving over 200 households. We pride ourselves on delivering a high-touch, detail-driven client experience and are looking for someone who shares that commitment.

As one of the leading names in the industry, we offer comprehensive financial planning and investment management services. Located just off the 405 at the Howard Hughes Center, in Los Angeles, we are a well-established practice known for our commitment to excellence and professionalism.

Position Overview:

This role is a central part of our operations and client experience. You will manage day-to-day office functions, support client relationships, and ensure our clients receive exceptional service at every touchpoint.

This is a great opportunity for someone looking to build a career in financial services and take on increasing responsibility over time.

Key Responsibilities

Client Service & Meeting Execution

Own meeting preparation across 10+ meetings per week
Generate reports and organize all client materials
Prepare applications, forms, and documentation accurately
Launch and support virtual meetings (Teams)

Client Relationship Support

Conduct follow-up calls and proactive client check-ins
Support ongoing relationship management initiatives
Deliver a high-touch, professional client experience

Office & Administrative Operations

Manage calendars, scheduling, and logistics
Answer phones and act as first point of contact
Greet and assist clients in-office
Handle incoming mail and document processing

Marketing & Client Experience

Coordinate birthday cards and personalized touches
Research, prepare, and ship client gifts
Plan and support client appreciation events

What We’re Looking For

Core Traits

Extreme ownership mentality—you see things through to completion
Attention to detail at a very high level
Strong service mindset with pride in client experience
Self-starter who does not require constant direction
Ability to connect tasks to the bigger picture

Required Skills

Strong written and verbal communication
Professional presentation and client-facing confidence
Proficiency in Microsoft Word and Excel
Tech-savvy; able to adopt tools quickly
Ability to use AI tools (Copilot or similar) to improve workflow efficiency
Clear, neat handwriting for client-facing materials

Nice to Have

Financial industry experience
FINRA licenses (Series 7, etc.) or insurance licenses

Work Culture & Expectations

High standards of quality and accountability
Performance-driven flexibility (earned, not assumed)
Independent problem-solving mindset
Commitment to continuous improvement

Compensation & Growth

$60,000-$70,000 based on experience
Career growth into senior operations or client service roles
Exposure to financial planning and advisory work

Pay: $60,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off
Tuition reimbursement

Compensation Package:

Profit sharing
Yearly bonus

Application Question(s):

Required to be considered: On a scale of 1-10, 10 being the best, what is your confidence and skillset with technology - both CRM software and Microsoft Office?
What is your experience in the customer service, and how comfortable are you managing client relationships, using a contact management system, and paying attention to detail? Please provide 1-2 sentences to be considered for this position.

Ability to Commute:

Los Angeles, CA 90045 (Required)

Work Location: Hybrid remote in Los Angeles, CA 90045

Quick Apply

Refine Your Search

client services associate jobs in canoga park ca

Client Services Coordinator

Client Associate

Sales & Customer Service Associate

Associate | Client Services

California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)

Manager, Inside Sales & Customer Support

Client Services Associate

6th Grade (Math ) Tutor Part-Time In Client's Home $25/Hour

Client Engagement Senior Associate, Tax Operations

Client Service Associate (Teller)- Encino Los Angeles, CA

Relief Client Service Representative

Student & Client Services Associate

Representative, Sales & Customer Support

Client Service Associate

Client Advisor, Full Time

Senior Associate | Client Services

Client Human Resources Business Partner III

Associate - Client Team Support

Retail Client Merchandising Representative

Client Service Associate, Entertainment

I want to receive the latest job alert for client services associate in canoga park ca

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