Client Services Associate

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Seal Beach, United States Solugenix Full time

Client Services Associate

Seal Beach, CA

Onsite - 7:00am - 4:00pm (100% onsite role)

Direct Hire

(Salaried Role)


We have an outstanding opportunity for an Client Services Associate in Seal Beach, CA. We are looking for someone that has previous working experience in the investments industry and has their Series 7 license.


Skills required:

  • Series 7 license.
  • Previous experience working in the investment industry (CFP or banking investment).
  • Strong communication, time management and organizational skills with attention to detail coupled with the mindset of how you can help the process be more efficient and effective.
  • Excellent verbal and written communication.
  • Must have great client/customer interfacing skills.

Job duties:

  • Support clients and team members through account opening and maintenance to ensure compliance with anti-money laundering and operational standards. Assist with project management.
  • Provide sales support to a Financial Planner.
  • Implement workflow assigned and track client service tasks.
  • Develop strong business relationships through proactive calling prospects and existing clients.
  • Process data entry account service requests and ensure appropriate documentation such as facilitating DocuSign and prepopulating forms for client signatures with accuracy in a timely manner.
  • Research and complete client requests.
  • Collect appropriate documentation from clients in secure fashion to set up new accounts and gather information for client reviews and assist with client meeting follow-up.
  • Educate clients on account services and capabilities including online and digital capabilities. How to log into their accounts.
  • Help manage scheduling, firm calendar, CRM data entry, task management, scanning client documents.

Annual Base Salary Range for CA, CO, IL, NJ, NY, WA: $55,000 to $70,000. Actual compensation offered may vary depending on factors including but not limited to, position offered, location, education, training and/or experience.


About Solugenix

Solugenix is an information technology services company known for its deep experience and knowledge in providing comprehensive technology services, solutions, and talent support for companies around the world. The company offers a variety of cutting edge and talent support solutions to promote growth and cutting-edge advancement to our esteemed clients and candidates. We provide these talent support solutions on a contract, contract-to-hire, and direct hire basis. We also have additional resources from our staffing partners to ensure the right match and expertise for the best result.

For over 50 years, global and local brands have trusted Solugenix as an added resource and partner in taking steps to ensure their immediate and future success. In addition to generating ground-breaking, industry-defining solutions, Solugenix has been delivering the talent and support needed to make it happen. We are dedicated to partnering with clients and candidates whose core values also foster a culture of professionalism, teamwork, and integrity.

  • Client Services Associate

    Found in: Appcast Linkedin GBL C2 - 1 week ago

    Seal Beach, United States Solugenix Full time

    Client Services AssociateSeal Beach, CAOnsite - 7:00am - 4:00pm (100% onsite role)Direct Hire(Salaried Role)We have an outstanding opportunity for an Client Services Associate in Seal Beach, CA. We are looking for someone that has previous working experience in the investments industry and has their Series 7 license.Skills required:Series 7 license.Previous...

  • Client Service Associate

    7 days ago

    Long Beach, United States RCA Partners inc Full time

    At **RCA Partners** you’ll have the opportunity to make a massive impression at one of the world’s leading Business Consulting firms. From the second you step through our doors, you’ll perform meaningful work you’re passionate about, with the support and resources necessary to succeed. We provide a collaborative, team-based environment that gives all...

  • Client Service Associate

    Found in: Appcast US C2 - 7 days ago

    Pompano Beach, United States Strategic Asset Management (SAM) Group Full time

    Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...

  • Client Service Associate

    1 week ago

    Pompano Beach, United States Strategic Asset Management (SAM) Group Full time

    Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...

  • Client Service Associate

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Pompano Beach, United States Strategic Asset Management (SAM) Group Full time

    Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...

  • Client Service Associate

    6 days ago

    Pompano Beach, United States SAM Group Full time

    Job DescriptionJob DescriptionSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to...

  • Client Service Coordinator

    2 days ago

    Deerfield Beach, United States Banfield Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Coordinator, Service, Animal Care, Retail, Client

  • Client Advisory Associate

    6 days ago

    Newport Beach, United States International Search Consultants Full time

    Job DescriptionJob DescriptionClient Advisory AssociateNewport Beach, CAISCs team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisory Associate opportunity. They are looking to add key players to their Orange County office as they continue to grow and expand.TheClient...

  • Client Service Representative

    7 days ago

    Miami Beach, United States VCA Animal Hospitals Full time

    Client Service Representative We are seeking an experienced Part Time Client Service Representative to join our team. At VCA Alton Road Animal Hospital, we take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously. With every opportunity, we aim to exceed each pet owner’s...

  • Client Service Manager

    Found in: beBee jobs US - 6 days ago

    Ormond Beach, Florida, United States Arthur J Gallagher Risk Management Services, Inc Full time

    Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of...

  • Client Service Manager

    Found in: beBee S US - 2 weeks ago

    Ormond Beach, United States Arthur J Gallagher Risk Management Services, Inc Full time

    Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Client Service Representative

    7 days ago

    North Miami Beach, United States CareerBuilder Full time

    Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet...

  • Customer Service Rep(08367)

    7 days ago

    Seal Beach, United States Domino's Pizza LLC Full time

    Job Duties For All Store Team Members - Operate all equipment. - Stock ingredients from delivery area to storage, work area, walk-in cooler. - Prepare product. - Receive and process telephone orders. - Take inventory and complete associated paperwork Customer Service, Service, Restaurant, Retail, Customer

  • Veterinary Assistant/client Service Coordinator

    5 days ago

    Vero Beach, United States Banfield, The Pet Hospital Full time

    ESSENTIAL RESPONSIBILITIES AND TASKSLive and exemplify the Five Principles of Mars, Inc. within self and team.Act as the extra eyes, ears and hands for the veterinarian to ensure the best quality pet care and to maximize the veterinarian's productivity. Lead communications with veterinarians and veterinary medical team to maintain the flow of patients. -...

  • Client Service Representative

    2 weeks ago

    Virginia Beach, United States Virginia Beach S P C A Inc. Full time

    Job DescriptionJob DescriptionThe Virginia Beach SPCA (VBSPCA) Low-Cost Veterinary Clinic has been serving owners and companion animals of the Virginia Beach community for more than 30 years. The clinic is an extension of the VBSPCA’s mission to eliminate animal suffering by ensuring that all cats and dogs have access to affordable veterinary care. Our...

  • Client Service Representative

    5 days ago

    Fernandina Beach, United States Liz Agency Full time

    Job DescriptionJob DescriptionClient Service Representative Job DescriptionAre you seeking your next exciting career opportunity in sales? Look no further, as we're searching for enthusiastic and motivated individuals like you to join our dynamic team as Sales Representative. Get ready to maximize your earning potential with our full support along the...

  • Client Service Representative

    7 days ago

    Long Beach, United States CareerBuilder Full time

    Position: Client Service Representative Location: Onsite in CA Salary: Weekly Pay Retail Experience Preferred / Cashier Skills a Plus - Training Provided Are you a people person with a passion for delivering exceptional customer service? If you're outgoing, hardworking, and looking for a rewarding opportunity in Santa Ana, we've got the perfect job for you!...

  • Client Service Representative

    2 weeks ago

    Long Beach, United States Dynamic Branding Inc Full time

    Job DescriptionJob DescriptionPosition: Client  Service Representative  Location: Onsite in CASalary: Weekly PayRetail Experience Preferred / Cashier Skills a Plus - Training Provided Are you a people person with a passion for delivering exceptional customer service? If you're outgoing, hardworking, and looking for a rewarding opportunity in Santa...

  • Client Service Representative

    6 days ago

    Palm Beach Gardens, United States Resource Centers Full time

    Job DescriptionJob DescriptionWe are seeking an on-site Client Service Representative to join our team! You will be responsible for helping clients by providing retirement information.Responsibilities:· Receive incoming member calls and emails, including returning member calls and emails· Handle client inquiries· Review paperwork for completion and...

  • Customer Service Associate

    7 days ago

    Virginia Beach, United States REI Virginia Beach Full time

    Royal Executives is a telecommunication-based consulting sales and marketing firm. We help our client's popular household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilities. We are looking for a self-starter Customer Service Associate to assist with our firm's strategic and...