Client Services Associate
advisor associateSanta Maria (CA)
About the role
Join Our Team at Advisor Associate — Client Service Associate Position
Location: Encino, CA | Full-Time | $40,000
Advisor Associate, a full-service financial planning firm located in Encino, California, is seeking a dedicated 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 an 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-upLiaise 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 SuiteStrong organizational skills and client-service mindset Preferred Qualifications:
- Bachelor’s degree in business, Finance, or related fieldSIE 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 services, 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 opportunities for professional development and advancement
- Flexible schedule options (full-time preferred)A supportive, team-oriented office environment
Apply TodayIf 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 rdunn@advisorassociate.comUse subject line: Client Service Associate Application – [Your Name]
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
More like this