Client Services Associate

Client Services Associate

Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the opportunity to work in a dynamic, client-driven environment, supporting both advisors and clients while contributing to the overall success of the organization. This is a contract to hire role based in Del Mar, CA.

Key Responsibilities:

• Serve as a primary point of contact for clients, responding promptly to inquiries via phone, email, and in person.
• Support financial advisors with client onboarding, documentation, and account maintenance.
• Coordinate the collection and processing of client documents, ensuring accuracy and confidentiality.
• Prepare and review account forms, transfer requests, and related paperwork.
• Assist in the preparation of client meetings, reports, and presentation materials.
• Maintain up-to-date client records and support data entry into CRM and portfolio management systems.
• Help resolve client service issues and escalate as necessary.
• Collaborate with internal teams to support compliance, operations, and administrative tasks.

Requirements:

• Previous experience in client services, financial services, or a related administrative role preferred.
• Strong interpersonal and communication skills, with a client-first mindset.
• Exceptional attention to detail and organizational abilities.
• Proficiency in Microsoft Office Suite; experience with CRM or financial software a plus.
• Ability to maintain confidentiality and professionalism at all times.
• Bachelor's degree in business, finance, or related field preferred, but not required.