Top 147 Client services associate Jobs in Santa Monica, Ca

Client Associate
Confidential —Westlake Village, CA
- $28 - $40 an hour
- Full-time
- Background check
- Microsoft Excel
- Research
- 401(k)
- Paid time off
Quick Apply
Senior Client Service Associate- Bel Air Investment Advisors
HighTower Advisors —Los Angeles, CA
- $125,000 - $150,000 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Research
- Profit sharing
- Paid parental leave
Quick Apply
Client Service Associate (Teller)- West Los Angeles, CA
California Bank & Trust —Los Angeles, CA
- $20 - $29 an hour
- Full-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
1d
Private Client Services GIC Associate
Capital Group Companies —Los Angeles, CA
- $80,098 - $128,157 a year
- Full-time
- Mid-level
- Office
- Continuous improvement
- Health insurance
- Benefits from day one
Service Agent I - IS Client Services - Full Time 8 Hour Rotating Shifts (Non-Exempt) (Non-Union)
USC —Los Angeles, CA
- $25.00 - $39.69 an hour
- 8 hour shift
- Hospital
- Research
- Mid-level
Client Services Representative
Kinney Custom Signs, Inc. —Los Angeles, CA
- $19 - $40 an hour
- Full-time
- Entry level
- Health insurance
Quick Apply
BALENCIAGA | Sales & Client Advisor | Rodeo Drive
Balenciaga —Beverly Hills, CA
- $22 - $26 an hour
- Full-time
- Merchandising
- Mid-level
- Team management
Client Relationship Associate
Apollon Wealth Management —Century City, CA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
4d
Service Agent I - IS Client Services - Full Time 8 Hour Rotating Shifts (Non-Exempt) (Non-Union)
Keck Medical Center of USC —Los Angeles, CA
- $25.00 - $39.69 an hour
- 8 hour shift
- Background check
- Hospital
- Mid-level
Associate, Global Client Group (Enterprise)
Dimensional Fund Advisors —Santa Monica, CA
- $81,000 - $118,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Analysis skills
Client Service Representative
VCA Animal Hospitals —Santa Monica, CA
- $16.50 - $20.00 an hour
- Weekends as needed
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance
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)
Client Service Associate
Morgan Stanley —Westlake Village, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Advisor, Santa Monica (PT)
Vilebrequin —Santa Monica, CA
- $25 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 50 pounds
- Commuter assistance
- 401(k)
Quick Apply
Private Client Relations & Partnerships Associate — Luxury Travel
MARQUIS —Beverly Hills, CA
- $53,683.09 - $65,387.55 a year
- Contract
- Hybrid work
- Mid-level
- Communication skills
Quick Apply
Client Service Associate
Wedbush Securities —Los Angeles, CA
- $55,000 - $75,000 a year
- Urgently hiring
- Mid-level
- Office
- 3 years
Registered Client Service Associate
Morgan Stanley —Westlake Village, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
2d
Associate Client Manager
Premium Retail Services —Los Angeles, CA
- $58,900 - $75,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Client service rep
VCA Animal Hospitals —Los Angeles, CA
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
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

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Client Associate

Confidential
Westlake Village, CA

Quick Apply

Job Details

Full-time
$28 - $40 an hour

Benefits

401(k)
Paid time off
Opportunities for advancement

Qualifications

Microsoft Excel
Series 66
Microsoft Office
Series 7
Customer relationship management
Organizational skills
Account management

Full Job Description

Job Position: Client Associate

Position type: Full-Time

Location: Westlake Village, CA

A boutique firm providing multigenerational private wealth management and planning services. These include providing affluent and ultra high-net worth clients with assistance in planning for college expenses, retirement, the tax-efficient transfer of wealth, income generation, risk avoidance and building wealth.

We are seeking a Client Associate (“CA”) to support our growing organization. The CA will interact with and service the needs of our clients with the aim of making that experience feel exceptional. The CA will also deliver both administrative and operational support to the financial advisory team.

Responsibilities will include:

Assisting Financial Advisors (“FAs”) with the collection, creation and distribution of investment information.
Scheduling meetings, creating reminders, gathering and inputting data.
Onboarding new clients, including the collection of required documentation and client information and regularly communicating with those clients throughout the process.
Ensuring that key client information and documentation are up-to-date.
Answering incoming calls.
Responding to client and/or administrative issues and demands via phone or written correspondence as appropriate, researching answers as needed.
Engaging in industry training and education programs to maintain current status on policies and procedures.

Qualifications:

Bachelor’s degree
Strong organizational skills a must; an ability to manage a variety of tasks and prioritize individual workload responsibilities.
An ability to adhere to strict confidentiality requirements as well as utilize good judgment in the preparation, handling and distribution of confidential information.
An ability to clearly, concisely and pleasantly convey messages to others in person, by phone or via written correspondence. This includes grammatical proficiency.
Attention to detail is a must.
Strong interpersonal skills.
Excellent computer skills and knowledge of Microsoft Office products; proficiency with Microsoft Excel is a plus.
Previous banking and/or wealth management experience is preferred.
A desire to positively impact the lives of the practice’s clientele and the practice itself.

Opportunities for Advancement:

Though not mandatory for this position, the firm believes in fostering an environment of professional development. CA’s who decide to obtain a Series 7 and/or 66 Securities License will be financially rewarded for building on their skillset.

Physical Job Requirements:

Requires sitting/standing/walking
Requires using hands to handle, control, or feel objects, tools or controls
Requires repetitive movement
Occasional lifting of up to 15 lbs.

The firm provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Pay: $28.00 - $40.00 per hour

Benefits:

401(k)
Paid time off

Compensation Package:

Performance bonus

People with a criminal record are encouraged to apply

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in santa monica, ca

Client Associate

Senior Client Service Associate- Bel Air Investment Advisors

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

Private Client Services GIC Associate

Service Agent I - IS Client Services - Full Time 8 Hour Rotating Shifts (Non-Exempt) (Non-Union)

Client Services Representative

BALENCIAGA | Sales & Client Advisor | Rodeo Drive

Client Relationship Associate

Service Agent I - IS Client Services - Full Time 8 Hour Rotating Shifts (Non-Exempt) (Non-Union)

Associate, Global Client Group (Enterprise)

Client Service Representative

Associate | Client Services

Client Service Associate

Client Advisor, Santa Monica (PT)

Private Client Relations & Partnerships Associate — Luxury Travel

Client Service Associate

Registered Client Service Associate

Associate Client Manager

Client service rep

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

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