Client Service Associate
23 hours ago
Stratos Wealth Advisors is seeking a highly organized and detail-oriented Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our high-net-worth clients.
Key Responsibilities:- Serve as a primary point of contact for high-net-worth clients, addressing inquiries, requests, and concerns with professionalism and attentiveness.
- Build and maintain strong client relationships by understanding their financial objectives and preferences, and providing service with a friendly and positive attitude.
- Collaborate effectively with team members, contributing to a supportive, productive, and client-focused work environment.
- Proactively listen to clients and identify opportunities to add value to their experience, ensuring a pleasant interaction at every touchpoint.
- Manage client onboarding processes with precision, ensuring a smooth transition and a seamless experience for new clients.
- Execute client-directed trades with meticulous attention to detail and accuracy.
- Monitor client satisfaction, proactively gathering feedback and implementing improvements as needed.
- Take initiative in finding innovative solutions for account matters and sensitive client interactions.
- Organize and prioritize tasks efficiently to meet deadlines and maintain high standards of accuracy in all client service operations.
- Bachelor's degree
- 3+ years of experience in Financial Client Services, working with Financial Advisors
- Proven track record of building and maintaining strong client relationships with a client-focused, positive attitude
- Exceptional organizational skills and extreme attention to detail, ensuring accuracy in all client interactions and tasks
- Excellent communication, interpersonal, and problem-solving skills, with the ability to work effectively as part of a team
- Knowledge of investment products, financial markets, and industry regulations
- Ability to manage multiple tasks efficiently in a fast-paced environment while maintaining a friendly, upbeat demeanor
We offer a competitive salary plus bonus structure; generous PTO policy, health, dental and other ancillary benefits including retirement plan matching.
-
Client Service Associate
15 hours ago
Los Angeles, California, United States Arche, inc Full timeJob DescriptionArche, inc is seeking a talented Client Service Associate to join our team. As a Client Service Associate, you will be responsible for creating and maintaining client accounts, learning software systems, and providing daily breakdowns of client interactions to management.Key Responsibilities:Develop and maintain strong relationships with...
-
Client Service Associate
4 days ago
Los Angeles, California, United States Cerity Partners Full timeClient Service AssociateCerity Partners is seeking a highly skilled Client Service Associate to join our team in Mill Valley, CA. As a key member of our operations team, you will play a critical role in delivering exceptional client service and support to our advisors and clients.Key Responsibilities:Provide timely and accurate responses to client inquiries...
-
Client Service Associate
3 weeks ago
Los Angeles, California, United States Wedbush Securities Full timeJob Title: Client Service AssociateWe are seeking a highly skilled Client Service Associate to join our Correspondent Services Division at Wedbush Securities.Job Summary:The successful candidate will be responsible for providing exceptional client service to correspondent broker dealers, ensuring seamless account opening and maintenance processes, and...
-
Client Service Associate
4 weeks ago
Los Angeles, California, United States Oppenheimer & Co. Full timeJob Title: Registered Client Service AssociateOppenheimer & Co. Inc. is seeking a highly skilled and detail-oriented Registered Client Service Associate to join their Private Client Division in Los Angeles. As a key member of the team, you will provide exceptional support to Financial Advisors in sales, marketing, and day-to-day operations of a growing...
-
Client Service Associate
3 days ago
Los Angeles, California, United States KPI Group Full timeJob OverviewWe are seeking a highly motivated and customer-focused Client Service Associate to join our team at KPI Group. As a key member of our client services division, you will be responsible for building and maintaining strong relationships with our clients, driving revenue growth, and delivering exceptional customer experiences.Key...
-
Client Service Associate
3 weeks ago
Los Angeles, California, United States Wedbush Securities Full timeJob DescriptionWe are seeking a highly skilled Client Service Associate to join our team at Wedbush Securities.Key Responsibilities:Provide exceptional sales and administrative support to customers and Financial Advisors.Maintain accurate and up-to-date client account information.Assist Financial Advisors with special projects as needed.Coordinate and...
-
Client Services Associate
3 days ago
Los Angeles, California, United States The Trade Desk Full timeAbout The Trade DeskThe Trade Desk is a leading global technology company that empowers brands and agencies to deliver more insightful and relevant ad experiences for consumers. Our innovative media buying platform helps brands capitalize on the benefits of programmatic advertising in digital media.Client Services TeamThe Client Services team at The Trade...
-
Client Services Associate
4 weeks ago
Los Angeles, California, United States The Trade Desk Full timeAbout The Trade DeskThe Trade Desk is a leading media buying platform that helps global brands and their agencies deliver a more insightful and relevant ad experience for consumers. Our platform sets a new standard for global reach, accuracy, and transparency in digital media.Client Services TeamThe Client Services team at The Trade Desk focuses on growing...
-
Senior Client Service Associate
3 days ago
Los Angeles, California, United States Ascendo Full timeSenior Client Service AssociateAt Ascendo, we're passionate about delivering exceptional client experiences. As a Senior Client Service Associate, you'll play a vital role in supporting our advisory teams and driving business growth.Key Responsibilities:Provide operational and administrative support to Client Advisors, ensuring seamless day-to-day...
-
Senior Client Service Associate
5 days ago
Los Angeles, California, United States Beacon Pointe Advisors Full timeSenior Client Service AssociateWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Beacon Pointe Advisors. As a key member of our operations team, you will be responsible for providing exceptional client service and support to our high-net-worth individuals, families, and institutions.Key...
-
Summer Associate, Client Service
4 days ago
Los Angeles, California, United States AlphaSights Campus Recruiting Full timeAbout AlphaSights Campus RecruitingWe're a global leader in expert knowledge solutions, connecting clients with niche experts worldwide. Our Summer Associate program is designed for ambitious individuals seeking commercial frontline responsibility and the opportunity to work on live client projects.Program OverviewAs a Summer Associate in our Client Service...
-
Campus Private Client Services Summer Associate
2 weeks ago
Los Angeles, California, United States Capital Group Full timePrivate Client Services Summer AssociateWe are seeking a highly motivated and detail-oriented individual to join our Private Client Services team as a Summer Associate. As a Summer Associate, you will have the opportunity to gain hands-on experience in client service, project management, and business development.Key Responsibilities:Partner with our Client...
-
Client Relationship Associate
4 weeks ago
Los Angeles, California, United States Capital Group Full timeClient Relationship AssociateWe are seeking a highly skilled Client Relationship Associate to join our team at Capital Group. As a key member of our client-facing team, you will be responsible for providing exceptional service to our high-net-worth individuals, trusts, foundations, and endowments nationwide.Key Responsibilities:Provide personalized support...
-
Client Relationship Associate
4 weeks ago
Los Angeles, California, United States Capital Group Full timeAbout the RoleWe are seeking a highly skilled Client Relationship Associate to join our team at Capital Group. As a key member of our team, you will play a critical role in providing exceptional service to our high-net-worth individuals, trusts, foundations, and endowments nationwide.Key ResponsibilitiesProvide personalized support to clients, including...
-
Los Angeles, California, United States Wedbush Securities Full timeJob Title: Client Service Associate, Account ProcessingWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Wedbush Securities. As a key member of our Correspondent Services Division, you will be responsible for providing exceptional client service, processing account openings, and ensuring compliance with...
-
Los Angeles, California, United States Wedbush Securities Full timeJob SummaryWe are seeking a highly skilled Client Service Associate to join our Correspondent Services Division at Wedbush Securities. As a key member of our team, you will be responsible for providing exceptional client service, ensuring seamless account opening processes, and maintaining compliance with regulatory requirements.Key ResponsibilitiesOpen and...
-
Los Angeles, California, United States Wedbush Securities Full timeJob Title: Client Service Associate, Account ProcessingWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Wedbush Securities. As a key member of our Correspondent Services Division, you will be responsible for opening accounts for correspondent broker dealers, providing exceptional client service, and ensuring...
-
Client Service Representative
4 days ago
Los Angeles, California, United States KPI Group Full timeJob Title: Client Service AssociateWe are seeking a highly motivated and customer-focused Client Service Associate to join our team at KPI Group. As a key member of our client services division, you will play a vital role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Develop and maintain strong relationships...
-
Client Service Associate
3 days ago
Los Angeles, California, United States Ronald Blue & Co Full timeJob SummaryThe Client Service Associate is a key member of the Family Office team, responsible for delivering exceptional client service and support to our high-net-worth clients. This role requires a strong ability to multitask, prioritize, and maintain confidentiality in a fast-paced environment.Key ResponsibilitiesProvide timely and accurate responses to...
-
Los Angeles, California, United States Capital Group Full timePrivate Client Services Summer Associate OpportunityAs a Private Client Services (PCS) Summer Associate at Capital Group, you will partner with our Client Relationship Team to deliver exceptional client service to high-net-worth clients. You will also work on various projects to support the PCS business, gaining a deeper understanding of the PCS business and...