Client Services Associate
18 days ago
Santa Maria
Job Description Join Our Team at Advisor Associate — Client Service Associate Position Location: Delray Beach, FL | Denver, CO | Chevy Chase, MD | Santa Maria, CA | Encino, CA | Full-Time | Starting at $25/Hour Advisor Associate, a full-service financial planning firm located in Encino, California, is seeking a dedicated bilingual Client Service Associate to join our growing team. We offer a collaborative and professional work environment where client relationships, integrity, and personalized financial guidance are at the heart of everything we do. As a Client Service Associate, you’ll be the first point of contact for our valued clients and a key part of our operational team. Your day-to-day will involve supporting advisors, managing account administration, and helping deliver exceptional client experience. Whether you are currently licensed or interested in obtaining your Securities Industry Essentials, our firm offers a full-time role that values your expertise. Salary is negotiable based on qualifications and licensing exams. We welcome experienced professionals who are passionate about delivering high-quality service in the financial services industry. Key Responsibilities: • Serve as a primary point of contact for clients, responding to inquiries and ensuring a seamless client experience, • Support financial advisors with account openings, client onboarding, data entry, transfers, transactions, and ongoing account maintenance, • Prepare and review client paperwork and reports for meetings and follow-up, • Liaise with custodians, insurance carriers, and product providers to facilitate client requests, • Maintain client records in CRM and track service activity to ensure timely completion, • Contribute to a client-first culture with proactive communication and attention to detail Required Qualifications: • Excellent communication and interpersonal abilities, • Proficiency with CRM systems and Microsoft Office Suite, • Strong organizational skills and client-service mindset, • Fluent in 2 or more languages Preferred Qualifications: • Bachelor’s degree in business, Finance, or related field, • SIE and Series 7 and Series 66 licenses (or willingness to obtain), • Insurance licenses - life, health, or variable contracts (or willingness to obtain), • CFP® certification or progress toward certification is a plus, • Prior experience in a financial service, advisory, wealth management firm, or client services industry, • Fluent in Spanish Why Advisor Associate? At Advisor Associate, you’ll find a team that values professionalism, growth, and making a real impact in our clients' financial lives. We offer: • Competitive compensation based on experience and licensing, • Growth opportunity for professional development and advancement, • Flexible schedule options (full-time preferred), • A supportive, team-oriented office environment Apply Today If you’re passionate about helping clients achieve their financial goals and want to work in a collaborative and respected advisory firm, we’d love to hear from you. Please send your resume and a brief cover letter to Use subject line: Client Service Associate Application – [Your Name]