Top 8757 Client services Jobs in La Jolla Ca

Client Service Associate
Boutique Recruiting —San Diego, CA
- $75,000 - $85,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- 401(k)
Quick Apply
Enterprise Solutions Engineer - Americas
Semrush Inc. —California
- $188,200 - $227,700 a year
- Remote
- 7 years
- Salesforce
- Senior level
- Paid parental leave
- Health savings account
Call Center Specialist - Hybrid
UC San Diego Health —San Diego, CA
- $29.15 - $38.46 an hour
- 8 hour shift
- Spanish
- Pass drug screening
- Clinic experience
- Work from home
2d
Client Services - Client Services Representative
Veritext —San Diego, CA
- $24.65 - $27.74 an hour
- Full-time
- Hybrid work
- Mid-level
- US work authorization
- Organizational skills
- Paid parental leave
- Disability insurance
Quick Apply
2d
Call Center Supervisor
UC San Diego Health —San Diego, CA
- $39.08 - $70.79 an hour
- 10 hour shift
- Pass drug screening
- Research
- Mid-level
2d
Front Bar Receptionist
FACE FOUNDRIÉ —La Jolla, CA
- $19 - $22 an hour
- Part-time
- High school diploma or GED
- Guest services
- Marketing
Quick Apply
10d
Account Management Coordinator
Cadence Travel —La Jolla, CA
- $58,000 - $65,000 a year
- Full-time
- Hybrid work
- Hospitality
- Microsoft Excel
- Mid-level
Quick Apply
Front Desk Agent
Margaritaville Hotel San Diego Gaslamp Quarter —San Diego, CA
- $25.50 - $26.00 an hour
- Weekends as needed
- Background check
- Pass drug screening
- Hotel
- Health insurance
- Dental insurance
Caregiver Liaison and Administrative Assistant, Thursday to Monday
Cheer Home Care —La Jolla, CA
- $49,920 - $54,080 a year
- Full-time
- Front desk
- Entry level
- Paid holidays
- Health insurance
Quick Apply
12d
Associate Attorney
Fuller Law Group P.C. —San Diego, CA
- $100,000 - $160,000 a year
- Full-time
- Writing skills
- Mid-level
- Administrative experience
- Health insurance
- Paid time off
Quick Apply
Clinician Team Lead
Clarvida —San Diego, CA
- $40 - $42 an hour
- Full-time
- LMFT
- Urgent Care
- Licensed Clinical Social Worker
- Mileage reimbursement
- 401(k)
Quick Apply
4d
Senior Hazards/Hazardous Materials Analyst
Aspen Environmental Group —California
- $125,000 - $150,000 a year
- Email
- Microsoft Excel
- 11+ years
- Master's degree
Quick Apply
Senior Workplace Technology Project Manager
Hyphn —San Diego, CA
- $105,000 - $120,000 a year
- Full-time
- Background check
- Clean driving record
- 5 years
- Health insurance
- Dental insurance
Quick Apply
9d
Automotive Finance Associate - Experienced
HYUNDAI OF ESCONDIDO —Escondido, CA
- $60,000 - $150,000 a year
- Full-time
- Dealership
- Customer service
- Basic math
- Health insurance
- Dental insurance
Quick Apply
Paralegal Administrator
BHLF, A.P.C. —San Diego, CA
- $72,000 - $80,000 a year
- Extended hours
- Spanish
- Inventory management
- 5 years
- Health insurance
- Dental insurance
Quick Apply
3d
Luxury Sales Associate
Rangoni Firenze Shoes —La Jolla, CA
- $20 - $22 an hour
- Full-time
- Merchandising
- In-person
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Experienced Trust and Estates Attorney
San Diego Elder Law Center —San Diego, CA
- $110,000 - $180,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Communication skills
BCBA Clinical Supervisor
Alongside ABA —San Diego, CA
- $85,000 - $90,000 a year
- Full-time
- School experience
- HIPAA
- Clinic experience
- Continuing education credits
- Paid holidays
Quick Apply
6d
Probate Attorney - Remote
Wade Litigation —California
- $150,000 - $210,000 a year
- Full-time
- 5 years
- Writing skills
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Senior Financial Advisor
Blankinship & Foster —Solana Beach, CA
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
- Paid training
- Paid holidays

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client services jobs near la jolla ca

Client Service Associate

Boutique Recruiting -
San Diego, CA

Quick Apply

Job Details

$75,000 - $85,000 a year

Benefits

Paid holidays
401(k)
Paid time off

Qualifications

Microsoft Word
Customer communication
Confidential information handling
Microsoft Excel
Customer relationship building
Microsoft Outlook
AI tools proficiency
Client database systems
Salesforce Cloud
Bachelor's degree
Financial services
CRM system proficiency

Full Job Description

Position Title: Client Service Associate

Salary Range:

2-5 years experience $75k, with $10k bonus to $85k OTE
5+ years $85k base with $10k bonus to $95k OTE

A boutique wealth management firm is seeking a Client Service Associate to serve as a trusted point of contact for high-net-worth clients while owning the operational details that keep a growing practice running smoothly. This individual will manage client communications, account administration, CRM accuracy, meeting preparation, and day-to-day office workflows while partnering closely with financial advisors, custodians, compliance, and back-office teams. The ideal candidate is polished, proactive, and exceptionally organized, with a natural ability to build relationships and the discipline to follow every detail through to completion

Responsibilities

Deliver a warm, polished, and highly personalized client experience while serving as a trusted first point of contact for service requests and day-to-day needs
Process new accounts, transfers, deposits, distributions and other account service requests with exceptional accuracy and follow-through
Prepare account paperwork, statements, performance reports and regulatory correspondence while tracking outstanding items through completion
Own CRM data integrity by maintaining accurate client records, notes, workflows, follow-ups and recurring processes
Anticipate advisor and client needs before meetings by preparing materials, technology and hospitality details so every interaction feels seamless
Manage client correspondence and the firm inbox with professionalism, discretion and urgency while appropriately escalating complex matters
Support office operations and client events by maintaining a polished environment, coordinating supplies and mail, and assisting with seminars and special events

Requirements

Minimum 3 years of experience within financial services, including wealth management, banking, brokerage, insurance or a related environment
Bachelor’s degree
Strong proficiency in Microsoft Outlook, Excel and Word with experience using CRM platforms such as Salesforce, Redtail, Wealthbox or similar
Exceptional attention to detail with the ability to manage competing priorities without sacrificing accuracy or client service
Polished verbal and written communication skills with a genuine ability to build trust and meaningful relationships with clients
Proactive, discreet, and highly dependable approach to handling confidential financial and personal information
Comfort learning and using modern technology and AI-assisted tools as part of daily workflows

Benefits

Competitive base salary commensurate with experience
Performance-based bonus opportunity
Comprehensive employee benefits
401(k) retirement plan
Paid time off and company holidays

If you are the person clients remember because you made everything easier, more personal and more thoughtful, this is the opportunity to bring that standard of service to a firm that values it - apply today!

#LI-LO1 #LI-SB1

Quick Apply

Refine Your Search

client services jobs in la jolla ca

Client Service Associate

Enterprise Solutions Engineer - Americas

Call Center Specialist - Hybrid

Client Services - Client Services Representative

Call Center Supervisor

Front Bar Receptionist

Account Management Coordinator

Front Desk Agent

Caregiver Liaison and Administrative Assistant, Thursday to Monday

Associate Attorney

Clinician Team Lead

Senior Hazards/Hazardous Materials Analyst

Senior Workplace Technology Project Manager

Automotive Finance Associate - Experienced

Paralegal Administrator

Luxury Sales Associate

Experienced Trust and Estates Attorney

BCBA Clinical Supervisor

Probate Attorney - Remote

Senior Financial Advisor

I want to receive the latest job alert for client services in la jolla ca

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