Senior Client Service Associate

Addison Group; Los Angeles (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Eligible for Dental

Eligible for Vision

Eligible for Medical

401(k)

Job summary

A financial services company is seeking a Senior Client Service Associate to provide high-touch operational and client support in a fast-paced environment. The role involves managing client onboarding, addressing inquiries, and ensuring seamless account management. Candidates should have 5+ years of experience in investment or wealth management, strong organizational and communication skills, along with proficiency in Microsoft Office. This position offers a chance to engage directly with clients and advisors, making it vital for ensuring client satisfaction and operational efficiency.

Qualifications

• 5+ years of experience in a similar role within investment management or wealth management.
• Strong understanding of financial services concepts and operational workflows.
• Self-starter with the ability to manage multiple priorities.

Responsibilities

• Coordinate service and operational activities for clients.
• Manage the new client onboarding process.
• Respond to client inquiries and ensure service requests are completed.

Skills

Client servicing

Problem-solving

Organizational skills

Interpersonal communication

Technical proficiency in Microsoft Office

Education

Bachelor’s degree in finance or a related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Benefits

Eligible for Dental, Vision, Medical, 401(k)

Overview

We are seeking a Senior Client Service Associate to provide high-touch operational and client support within a fast-paced financial services environment. This role partners closely with advisors and internal teams to ensure exceptional client service, accurate execution of investment-related activities, and seamless account management.

What You’ll Do

• Coordinate service and operational activities to ensure accurate and timely execution of client and investment requests
• Serve as a liaison between advisors, clients, and internal teams to support day-to-day servicing needs
• Manage the new client onboarding process, including documentation collection, account setup, and coordination of transfers
• Support asset allocation and reallocation processes, including paperwork, account setup, and implementation of changes
• Respond to client inquiries, conduct research, and ensure service requests are completed efficiently
• Maintain a strong working knowledge of investment strategies, services, policies, and procedures
• Identify and resolve issues through a strong understanding of operational processes
• Participate in firm-wide initiatives and special projects as assigned

What You’ll Bring

• 5+ years of experience in a similar role within investment management, wealth management, or a broker-dealer environment
• Strong understanding of financial services concepts, practices, and operational workflows
• Self-starter with the ability to manage multiple priorities in a fast-paced environment
• Proven problem-solving skills and ability to anticipate client and advisor needs
• High attention to detail and strong organizational skills
• Excellent interpersonal, communication, and client service abilities
• Ability to work independently and collaboratively within a team
• Strong technical proficiency in Microsoft Office, particularly Excel, Word, and Outlook
• Bachelor’s degree in finance or a related field preferred