Client Service Associate

Client Service Associate Position Overview The Client Service Associate will provide high-quality administrative and client-facing support to advisors and relationship managers in a wealth management environment. The role focuses on delivering exceptional client service, maintaining accurate account records, coordinating account activity and reporting, and ensuring regulatory and compliance requirements are met. This position plays a central role in client onboarding, ongoing account maintenance, and supporting the delivery of tailored investment solutions.

Key Responsibilities

• Serve as a primary point of contact for client inquiries by phone, email, and in person, delivering timely, professional responses and escalating complex issues to advisors when necessary.
• Support advisor teams with client onboarding, account openings, transfers, and KYC/AML documentation to ensure smooth client experiences and regulatory compliance.
• Prepare and distribute client reports, statements, performance summaries, and meeting materials; coordinate logistics for client meetings and presentations.
• Process account maintenance requests, including beneficiary updates, address changes, distributions, and transactions in accordance with firm policies and custodian requirements.
• Maintain and update client records in the CRM and custodial systems, ensuring data accuracy and timely documentation of client interactions.
• Coordinate with custodians, internal operations, and third-party vendors to resolve account issues and facilitate trade and settlement activities.
• Assist with billing and fee reconciliation, as well as preparing documentation for audits and compliance reviews.
• Contribute to process improvements and documentation of standard operating procedures to enhance efficiency and client satisfaction.

Qualifications

• Bachelor's degree in finance, business, or related field, or equivalent experience in financial services.
• 3+ years of client service or support experience in wealth management, RIA, or investment advisory settings preferred.
• Excellent client service skills with a professional demeanor, strong verbal and written communication abilities, and the capacity to build rapport with clients.
• Familiarity with wealth management concepts, investment products, and basic portfolio reporting.
• Working knowledge of KYC/AML requirements and experience supporting compliance processes.
• Proficiency with CRM systems, custodian platforms, and Microsoft Office (Excel, Word, PowerPoint).
• High attention to detail, strong organizational skills, and the ability to manage multiple tasks and deadlines in a fast-paced environment.
• Team-oriented mindset with a proactive approach to problem-solving and continuous improvement.

Benefits

Email Your Resume In Word To [email protected]

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Jamar Sloley - Executive Recruiter

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.

CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.

This job was first posted by CyberCoders on 10/13/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

Everforth CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements.

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