Client Service Associate

2 weeks ago


Pasadena, United States Advisor Business Solutions Full time

**Responsibilities include but are not limited to the following**:

- High-touch client service and daily use of the Schwab Advisor Portal
- Maintain client relationships through pro-active communication and prompt responses to client requests and inquiries
- Ensure client information and documents are kept current
- Schwab account onboarding
- Assist in the creation and production of materials needed for client meetings
- Add and maintain client data in Client Management System
- Assist in the preparation and distribution of client reports
- Assist in the preparation of client and prospect presentations

**Qualifications**:

- 2+ Years of experience in Wealth Management or Financial Services
- Series 65 preferred
- Comprehensive real working experience with Schwab Advisor Center a must
- Strong work ethic and drive to learn and contribute in a fast-paced performance-driven environment
- Polished communication skills and ability to interact professionally with all clients and office personnel. This includes both written and verbal communication
- Proficient in Microsoft Office with an emphasis on Excel and PowerPoint
- Advanced experience with Microsoft Excel is preferred
- Experience with Orion is a plus
- Experience with iCapital is a plus
- Experience trading is a plus
- Experience with money movement is a plus
- Must have a customer-centric attitude with a commitment to doing what is right for the client
- Ability to work independently
- Ability to manage multiple tasks and deadlines well

**Location**: Pasadena, CA. This is not a remote position.

**Company, Salary & Benefits Information**:

- Part of a privately held financial and insurance services firm in business for more than 50 years.
- Good work environment.
- Strong team atmosphere.
- Strong benefits package.
- Flexible work schedules.
- Salary range $65,000 - $75,000, Starting salary commensurate with experience.

**About Us**

Advisor Business Solutions provides staffing, strategic marketing and training services for financial services, government, and corporations nationwide. Our 20+ year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.



  • Pasadena, United States Houston Business Firm Full time

    At our company, we are on a mission to break down barriers in the consulting and sales industry. Our Client Service Associates show relentless determination to succeed and be driven by our company’s mission to help expand our clients’ brands throughout the Houston area. Our Client Service Associates are dedicated, flexible, hardworking, and...


  • Pasadena, United States East West Bancorp, Inc. Full time

    Seeking Private Client Associate who will be responsible for supporting the Private Bankers and Private Client Advisors within the Private Banking Department to achieve sales, service, and operational excellence. The Private Client Associate will als Client Associate, Private, Client Advisor, Associate, Customer Experience, Customer Service, Retail


  • Pasadena, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...


  • Pasadena, United States VCA Antech, Inc. Full time

    Job Description 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 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 expectations. We're looking...


  • Pasadena, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...


  • Pasadena, United States VCA Animal Hospitals Full time

    Job Description 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...


  • Pasadena, United States UBS Full time

    Your role We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing...


  • Pasadena, United States UBS Full time

    Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right...


  • Pasadena, United States Raymond James Financial Incorporated Full time

    Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...


  • Pasadena, United States AKN Communications Full time

    Our growth results from the people who embrace our purpose: We know work is way better when you feel included and can have fun in a company filled with unlimited possibilities. We believe that hiring and maintaining excellent staff is critical to our success. Due to our fantastic performance this past year, our clients are looking at expanding our team! We...


  • South Pasadena, United States VCA Animal Hospitals Full time

    Job Summary: Meet and greet clients and their pets. Coordinate and represent all facets of client services. To serve as a good will ambassador for the hospital. Knowledge, Skills and Abilities: * Excellent client service skills. * Excellent phone skills. * Computer skills preferred. * Must be friendly, outgoing, "people-oriented." * Excellent communication...


  • South Pasadena, United States VCA Animal Hospitals 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 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 expectations. We're looking for a personable...


  • South Pasadena, United States VCA Animal Hospitals 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

    2 weeks ago


    Pasadena, United States Valyrian Enterprises, inc Full time

    Job DescriptionJob DescriptionAre you tired of having the same routine every day? Are you looking for a dynamic, fun-filled business environment? Do you find joy in interacting with people? Are you looking for a growth opportunity? If your answer is yes, then our Customer Service & Sales Associate position might be what you are looking for! Valyrian...

  • Customer Service

    2 weeks ago


    Pasadena, United States Valyrian Enterprises, inc Full time

    Are you tired of having the same routine every day? Are you looking for a dynamic, fun-filled business environment? Do you find joy in interacting with people? Are you looking for a growth opportunity? If your answer is yes, then our Customer Service & Sales Associate position might be what you are looking for!  Valyrian Enterprises is a small, but mighty...


  • Pasadena, United States County of Harris Texas Full time

    Harris County Public Health has earned the 2023 Best Place for Working Parents Business Designation. Harris County Public Health (HCPH) includes a network of more than 700 public health professionals working together to improve health outcomes for th Client Service, Specialist, Public Health, Clinical, Service, Operations, Healthcare


  • South Pasadena, United States VCA Animal Hospitals, Inc. Full time

    Meet and greet clients and their pets. Coordinate and represent all facets of client services. To serve as a good will ambassador for the hospital. Knowledge, Skills and Abilities: - Excellent client service skills. - Excellent phone skills. - Comput Client Service, Representative, Retail Sales, Service, Computer, Hospital, Animal Care


  • Pasadena, United States Massage Envy Full time

    Overview Where Better Careers Begin! Massage Envy Now Hiring Part Time! Do you have a passion for helping others? At one of the Massage Envy franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and growing our member base to help more...


  • Pasadena, United States Western Asset Management Full time

    WHO IS WESTERN ASSET Western Asset Management focuses on supporting our clients' financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed-income manager, we source ideas and investment solutions worldwide, with an emphasis on long-term fundamental value investing, using multiple diversified...


  • Pasadena, United States Western Asset Management Full time

    WHO IS WESTERN ASSETWestern Asset Management focuses on supporting our clients' financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed-income manager, we source ideas and investment solutions worldwide, with an emphasis on long-term fundamental value investing, using multiple diversified...