Top 223 client services associate Jobs in los angeles, ca

Client Service Associate
KTF Investments, LLC —Seal Beach, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid training
- Health savings account
Quick Apply
Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Rosemead, CA
- $31 - $72 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
6d
Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Los Angeles, CA
- $31 - $72 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
6d
Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Inglewood, CA
- $31 - $72 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
6d
Client Advisor with Athletic Background
Salinas Financial Group —Manhattan Beach, CA
- $89,000 - $106,000 a year
- Full-time
- Hybrid work
- Surgery
- Bachelor's degree
- Children
- Health insurance
- Dental insurance
Quick Apply
14d
Latitude Partner, Client Services (Non-Practicing) - LA (Metro Area)
Latitude Legal —Los Angeles, CA
- $150,000 - $200,000 a year
- Online Application
- Remote
- Mid-level
- Office
- Business development
- Disability insurance
- Health insurance
Fit Specialist & Client Experience Associate
Malia Mills —Santa Monica, CA
- $20 - $25 an hour
- Part-time
- Customer service
- Merchandising
- Cash register
- Health insurance
- 401(k) matching
Quick Apply
Sales & Customer Service Associate
Wireless Orbit Solutions —Reseda, CA
- $52,000 - $63,000 a year
- Full-time
- Background check
- Office
- In-person
Quick Apply
7d
AT&T Client Associate
SoCal Consulting Group —Torrance, CA
- $950 - $1,200 a week
- Full-time
- In-person
- Communication skills
- Entry level
- Opportunities for advancement
Quick Apply
8d
Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Anaheim, CA
- $31 - $72 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
6d
Insurance Agent (Sales, Customer Service)
Freeway Insurance Services America, LLC —San Fernando, CA
- $60,000 - $150,000 a year
- Urgently hiring
- Spanish
- English
- Mid-level
- Paid training
- Health insurance
Quick Apply
Client Service Representative
VCA Animal Hospitals —Los Angeles, CA
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
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
Nonprofit Client Support Associate
The Foothill Catalog Foundation —Los Angeles, CA
- $27 - $30 an hour
- Part-time
- Hybrid work
- Spanish
- Google Workspace
- Customer service
Quick Apply
Client Service Associate
Beacon Pointe Advisors LLC —Los Angeles, CA
- $75,000 - $90,000 a year
- Microsoft Excel
- Office
- Finance
Registered Client Service Associate
Morgan Stanley —Los Angeles, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
12d
Associate, Client Services
Third Bridge —Los Angeles, CA
- $96,000 - $127,000 a year
- Leadership
- Entry level
- Commercial
- Health insurance
- Dental insurance
Client Services Operations Associate
The TCW Group, Inc. —Los Angeles, CA
- $80,000 - $97,000 a year
- Full-time
- Research
- Mid-level
- Office
Client Service Associate – Immediate Start
Ice Speak Social —Los Angeles, CA
- $20 - $29 an hour
- Urgently hiring
- High school diploma or GED
- Communication skills
- Entry level
- Paid training
Quick Apply
6d
Sales / Customer Service Representative
TWO MEN AND A TRUCK® —Los Alamitos, CA
- $21.50 - $23.50 an hour
- Part-time
- Background check
- Pass drug screening
- Office
Quick Apply

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Client Service Associate

KTF Investments, LLC
Seal Beach, CA

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year

Benefits

Paid training
Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
401(k) matching

Qualifications

Multitasking
Interpersonal skills
Administrative experience
Bachelor's degree
Attention to detail

Full Job Description

Overview
Join our dynamic team as a Client Relationship Associate and become a vital link between clients and our comprehensive financial services we provide. This role offers an exciting opportunity for growth and professional development within the financial services industry. You will have a key role in fostering long-term relationships, understanding client needs, and delivering a first-class experience. If you thrive in a service-focused environment and are passionate about helping clients achieve their financial goals, this position is perfect for you.

Responsibilities

Serve as a primary point of contact for client service requests via phone, email, and secure messaging.
Assist clients with account maintenance, service requests, and general inquiries.
Maintain a high standard of professionalism and responsiveness in all client interactions.
Ensure clients are met with a first-class experience during in-person client interactions.
Proactively identify and execute on opportunities to improve our client experience.
Coordinate onboarding and welcome processes for new clients.
Provide clients with timely updates on requests and account changes.
Process new account openings, account transfers, and account maintenance requests.
Prepare and review paperwork for accuracy and completeness before submission to custodians.
Work with custodians’ back-office teams to ensure timely processing.
Assist advisors in preparing client meeting materials, reports, and presentations.
Coordinate scheduling and logistics for client meetings.
Maintain accurate client records within the firm’s CRM and document management systems.
Ensure compliance with firm policies and regulatory requirements.
Maintain client documentation and records in accordance with SEC and firm guidelines.
Support operational workflows related to trading requests, money movements, and account updates.

QUALIFICATIONS

3-5 years of experience in banking, financial services, wealth management, or an RIA environment is required.
Bachelor’s degree in English or communication-based study, business or finance is preferred.

SKILLS & COMPETENCIES

Client-first mindset and strong service orientation
Strong organizational and administrative skills
Excellent verbal and written communication
Attention to detail and accuracy
Ability to manage multiple tasks and priorities
Proficiency in Microsoft Office and CRM systems or other related software (e.g., Black Diamond, Salesforce, Wealthbox)

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Paid time off
Paid training

Experience:

banking, RIA, financial services, or wealth management: 3 years (Required)

Shift availability:

Day Shift (Required)

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in los angeles, ca

Client Service Associate

Sales Representative (Sales, Customer Service)

Sales Representative (Sales, Customer Service)

Sales Representative (Sales, Customer Service)

Client Advisor with Athletic Background

Latitude Partner, Client Services (Non-Practicing) - LA (Metro Area)

Fit Specialist & Client Experience Associate

Sales & Customer Service Associate

AT&T Client Associate

Sales Representative (Sales, Customer Service)

Insurance Agent (Sales, Customer Service)

Client Service Representative

Associate - Client Team Support

Nonprofit Client Support Associate

Client Service Associate

Registered Client Service Associate

Associate, Client Services

Client Services Operations Associate

Client Service Associate – Immediate Start

Sales / Customer Service Representative

I want to receive the latest job alert for client services associate in los angeles, ca

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