Client Services Associate - Hybrid Growth in Finance

Signature Estate & Investment Advisors, LLC; Los Angeles (CA); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Employee medical with contributions

Fully paid dental, vision, and life insurance

Paid Time Off (PTO)

401k with generous match

Employee Assistance Program (EAP)

Job summary

A leading financial advisory firm is seeking a Client Service Associate (CSA) to act as a liaison between clients and advisors. The role involves managing account operations, providing exceptional service, and supporting multiple advisory teams. Applicants should have customer service skills and be organized, with the flexibility to handle a hybrid work model after training. This position offers comprehensive benefits, including medical, dental, and a 401k plan.

Qualifications

• FINRA licenses Series 7 and SIE are a plus but not required at hire; expected within a year.
• Experience with customer service and support skills.
• Demonstrates strong organizational skills.

Responsibilities

• Prepare and submit account opening and transfer paperwork promptly.
• Process transactions and monitor account activity for accuracy.
• Respond to client inquiries by phone or email.
• Prepare correspondence and client reports.
• Maintain client data in CRM systems.
• Partner with teams for onboarding and service delivery.
• Identify opportunities for workflow improvement.

Skills

Customer service experience

Problem-solving skills

Time management

Attention to detail

Verbal communication skills

Written communication skills

Knowledge of financial planning concepts

Coachability

Job description

A leading financial advisory firm is seeking a Client Service Associate (CSA) to act as a liaison between clients and advisors. The role involves managing account operations, providing exceptional service, and supporting multiple advisory teams. Applicants should have customer service skills and be organized, with the flexibility to handle a hybrid work model after training. This position offers comprehensive benefits, including medical, dental, and a 401k plan.