1505 Customer Service Representatives jobs in Garden Grove
Client Services Manager
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Posted Wednesday, June 4, 2025 at 10:00 AM
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry-leading client service and tailored solutions.
Kennedy Jenks is seeking an experienced and collaborative Client Services Manager to join our growing team in Southern California. The Client Services Manager plays a vital role in developing client strategies, assembling client teams, and executing plans to deliver KJs services efficiently. Additionally, this role involves project management responsibilities, ensuring adherence to company standards and deadlines.
Key Responsibilities:
- Achieve sales targets by leading new pursuits. Cultivate, establish, and maintain client and partner relationships.
- Ensure successful project delivery and attainment of financial goals by optimizing operational efficiency.
- Lead one or more client service teams, coordinate resources and activities, and connect people to projects.
- Serve as Deputy PM or PM for various projects, working under the PM or Client Service Director, with full responsibility and accountability for scope, schedule, and budget.
- Lead client interview presentations, proposals, and strategy formulation. Collaborate closely with the Marketing & Proposals team to deliver sales results.
Qualifications:
- Bachelors and/or Masters degree in Civil or Environmental Engineering, or a similar engineering field.
- 10+ years of related water/wastewater engineering consulting experience with a track record of success in business development.
- Professional Engineer (PE) license.
- Proficiency with Microsoft Office products and familiarity with Client Relationship Management tools.
- Demonstrated ability to provide excellent client service.
- Strong writing, editing, and research skills.
- Strong analytical and problem-solving abilities.
- Some travel within the Southern California area to project sites, for client visits/meetings, and to other Kennedy Jenks offices may be necessary.
Work Flexibility:
Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Compensation:
The salary range for this position is anticipated to be $160,000 to $210,000, and may vary based upon education, experience, qualifications, licensure/certifications, and geographic location.
Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-Hybrid
Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-LjbffrManager, Client Services
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The Manager, Client Services will support the day-to-day management and execution of client programs within the Marketing and Brand Partnerships team. This role will work closely with internal and external partners to ensure seamless execution and communication throughout the lifecycle of brand campaigns. The Manager will help maintain client satisfaction, contribute to campaign performance, and support reporting and renewal efforts.
Responsibilities:
- Support the execution of client campaigns across Hartbeat's brand portfolio from kickoff to final delivery
- Serve as a day-to-day point of contact for assigned clients, ensuring timely and effective communication and follow-up
- Work closely with internal teams (Production, Marketing, Talent, Business and Legal Affairs, Finance, etc.) to coordinate deliverables and timelines for campaigns
- Track campaign milestones, deliverables, and budgets, ensuring all contractual obligations are met
- Maintain campaign trackers, project management tools, and regular status reports for internal and external stakeholders
- Assist in preparing agendas, presentations, and recap decks for client meetings and reviews
- Monitor campaign performance and support data collection for reporting and measurement
- Help identify and flag potential issues in campaign delivery, working with internal teams to resolve them
- Stay up-to-date on industry trends, pop culture, and client competitors to contribute relevant insights and recommendations
- Support the development of renewal proposals and client growth opportunities
- Participate in internal brainstorms and team meetings to support program innovation and client retention
- Assist with administrative and operational tasks as needed by the Brand Partnerships team
Skills & Experience:
- 3-5 years of experience in client services, account management, project management, or brand partnerships (preferably in media, entertainment, or advertising)
- Bachelor's degree in marketing, communications, business, or related field (or equivalent work experience)
- Experience supporting and/or managing branded content, sponsorships, influencer marketing, or integrated campaigns
- Familiarity with digital media platforms (YouTube, Instagram, TikTok, etc.) and content distribution best practices
- Ability to proactively identify upsell opportunities for existing clients ahead of campaigns wrapping
- Help support creative and marketing teams as we ideate around potential new client proposals
- Strong project management skills with ability to multitask and manage competing deadlines across campaigns
- A proactive problem-solver who thrives in a fast-paced, dynamic environment
- Strong attention to detail and highly organized, with experience using collaboration tools like Google Drive, AirTable, or similar project management platforms
- Fluency with translating client needs into actionable steps
- Strategic thinker and motivated to keep updated on branded content trends, pop culture, and brand storytelling
Work Hard, Laugh Harder
Look, it's called work for a reason. We show up for our teammates, our partners, and our audience. We're a high-energy culture, where EVERYONE IS A HEADLINER, expected to give their best performance. But that doesn't mean it can't be fun, meaningful, and inspiring. Because if you're not having fun at work, you're missing a good time!
So, if you hate fun, never like to laugh, and hardly ever smile, we have the job for you somewhere else. But if you believe in a culture of creativity, entrepreneurialism, inclusion, hustle, and heart while prioritizing fun and funny you belong here.
Must be 18 years or older and willing to submit to a reference check and must have unrestricted work authorization to work in the United States.
Benefits
We got you! Hartbeat provides eligible employees competitive benefits, including: Medical, dental and vision insurance, life and disability insurance, paid vacation and holiday pay and generous family leave policies. We also offer 401(k) retirement savings plan, flexible spending account and an unlimited supply of laughs on company time (aftershock giggles may spill into personal time) and more!
Compensation
Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, competencies, prior relevant experience, and work location. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses and incentives.
Hartbeat also offers a comprehensive benefits package for full-time employees, that include healthcare benefits, a 401(k) plan including an employer match, family planning, paid time off, paid parental leave, several paid holidays, and more.
Notices
We take this seriously. Hartbeat provides equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law. As an equal opportunity employer, Hartbeat will provide reasonable accommodations as required by applicable federal, state, and/or local laws.
Client Services Coordinator
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As a Client Services Coordinator, you will be responsible for general administrative support to an office or group of sales professionals. This includes preparing proposals, presentations, and communications material and coordinating the distribution of internal and external marketing information.
What You'll Do:
- Collect documentation to complete voucher forms and process Brokers commission payments.
- Maintain CBRE brand client messaging inventory by applying templates to produce marketing materials.
- Review marketing material and act as a point of contact for various groups to coordinate the completion of property information packages.
- Coordinate the preparation and production of client specific property packages.
- Coordinate sophisticated meetings and conferences.
- Schedule appointments, maintain calendars, arrange travel plans and coordinate meeting room reservations.
- Update and maintain various information databases.
- Generate standard and ad hoc reports and assist with website updates.
- Coordinate advertising schedules and placement with local centralized marketing group.
- Explain detailed and/or complicated information. Comprehend instructions, short communications, and memos. Write routine reports and communications.
- Respond to common questions or complaints.
- Present information to a large group of employees.
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
- High school diploma.
- 3+ years with providing administrative support to teams of professionals
- 2+ years in the Real Estate industry preferred.
- Ability to calculate figures such as percentages, discounts, and commissions and basic knowledge of financial terms and concepts with the ability to conduct basic financial analysis.
- Strong problem solving, interpersonal and organizational skills.
- Experience with Microsoft Office Suite required.
- Ability to edit templates in Power Point and/or InDesign.
- Strong marketing knowledge desirable.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
Why CBRE?
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
Our Values in Hiring
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation
CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Client Services Coordinator position is $28.85 per hour and the maximum salary for the Client Services Coordinator position is $33.18 per hour. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).
Equal Employment Opportunity: CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).
Client Services Representative

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Location: 18300 Euclid St., Fountain Valley, CA 92708
At VCA Animal Hospitals, you can be the Client Service Representative you have always wanted to be! We have a unique culture in our hospital that values each person's individual skill and personality. There's something special about you and we are excited to learn more!
**Client Service Representative**
You possess a strong interest in supporting veterinarians, registered veterinary technician(technologists), and veterinary assistants, with all aspect of client-facing support. Your primary duty will be supporting our Client Service Center by assisting with incoming calls, addressing the chief reason for the call, communicating with supported department as needed, and support fellow Client Service Representatives, as needed and when able, with clients present in our hospital. You possess a strong sense of working in a team environment. You maintain situational awareness (able to prioritize). Of course, the tasks describe here are but a sample of what we do. We are all responsible for helping our patients, our clients, and each other, were we can, regardless of title.
We support team members growing. You will have access to online training, should you feel like exploring other opportunities. If you dedicate time to your growth, we will support you!
**Compensation: $20.00 - $24.50 ALL dependent on education, experience, credentials, location, nature of practice, schedule and additional responsibilities.**
**If you are a current associate, you need to apply through our internal career site. Please log into Workday and click on the Career worklet on the landing page or search for Find Jobs.**
**Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!**
**The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development)**
**We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at?** vcacareers.com
**If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.**
Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!
The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development)
We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com
Client Services Associate
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Attention New College Grads! Apply for Client Services Associate Position We’re looking for a warm, personable, and compassionate entry-level administrative assistant who is also detail-oriented and tech-savvy. This role serves as our receptionist and provides essential support to the Client Services Manager and paralegals. You will be the friendly voice who answers the phones, helps potential clients get scheduled with our intake team, and ensures everything runs smoothly behind the scenes. Your day might include running errands, making copies, compiling plans, keeping clients informed, and entering data into our CRM and drafting systems. We’re looking for someone trustworthy, dependable, and deeply invested in the success of our firm. You’ll work alongside our other client service associates and be fully supported by our team and expected to perform your duties with excellence and independence. This is a great opportunity for a new college graduate who takes pride in their work and is excited to be part of a growing, successful firm. You’ll especially love this role if you aspire to become a lawyer, paralegal, or business owner, just like many of the amazing team members who have started in this position. Insider Tip: Your application is much more likely to be reviewed if you submit a cover letter telling us why you want to work for the Meier Law Firm. Responsibilities Serving as that warm point of contact for all who interact with our firm Pre-screening potential clients and getting them to schedule a planning session with intake Assisting Client Services Manager with managing the client experience through our CRM system and warm and personable client interaction (both in person and virtually) Assisting our paralegal with data entry in our legal drafting system and helping collect contact information from clients, along with other non-legal related tasks Helping ensure the office is in order (supplies, equipment, food and beverages, etc.) Active participation in team meetings, systemization efforts, growth efforts, and data tracking Qualifications 2+ years of experience in customer service Bachelor's or Associate's Degree from an accredited institution (Our past and existing client service associates have all graduated with top GPAs from top schools and work here in their gap year(s) between undergrad and law school). Proficiency in Microsoft Office and Google G Suite Having a professional, positive, team mentality, and client-focused attitude Compensation $21 hourly About Meier Law Firm Who We Are: Meier Law Firm is a top-rated estate planning firm serving Orange County families. We are known for our expertise, client care, and heart. (Just check out our 350+ 5-star reviews on Yelp and Google reviews! ) We have state-of-the-art systems, technology, and WealthCounsel drafting software so we can deliver a superior product efficiently. Our services include : Trust Administration Special Needs Planning + Limited Conservatorships We deeply value clients and provide them with a lifetime relationship they can trust for years to come. Since our founding in 2010, we have grown consistently and intentionally—and are truly grateful for the expansive growth we are experiencing. Click here to see a video from our founder! #J-18808-Ljbffr
Client Services Specialist
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Location: Hybrid Schedule (3 days remote, 2 days on-site) in Dallas, TX
Duration : Ongoing 4-6 month contract
Job Description:
We're looking for individuals who are not only professional and polished communicators but also culture contributors-those who bring curiosity, empathy, and drive to every interaction. Personality and presence matter here-these are roles where your character shines brighter than your resume.
This is a great opportunity to work within a dynamic, supportive team and be part of a mission-driven organization that values excellence and client satisfaction.
What You'll Be Doing
As a Client Services Specialist, you will be at the frontline of client support-empowering financial professionals and customers by resolving complex issues and providing outstanding service across all areas of the business.
- Manage complex and escalated inquiries from financial professionals and clients.
- Support clients with brokerage operations, advisory accounts, transfers, and system navigation.
- Deliver an excellent service experience while maintaining productivity goals.
- Accurately document interactions using CRM tools.
- Collaborate across teams to deliver solutions without escalation.
- Assist in department training and special projects.
- 1 year of call center or customer service experience
- Proficiency with Microsoft Office
- High School diploma or GED required
- A passion for delivering top-tier service
- Strong communication, organizational, and problem-resolution skills
- A keen attention to detail and follow-through
- Experience in banking or financial services
- College degree or equivalent experience
Our most successful team members bring the following qualities:
- Warm, professional demeanor with empathetic listening skills
- Comfort with change in a fast-paced environment
- Enthusiastic team player with a can-do attitude
- Driven to exceed expectations and make an impact
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
- Virginia residents may access our state specific policies here .
- Residents of all other states may access our policies here .
- Canadian residents may access our policies in English here and in French here .
- Residents of countries governed by GDPR may access our policies here .
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual's skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
Client Services Representative
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Join the VCA West Coast Specialty & Emergency Animal Hospital team!
Location: 18300 Euclid St., Fountain Valley, CA 92708
At VCA Animal Hospitals, you can be the Client Service Representative you have always wanted to be! We have a unique culture in our hospital that values each person's individual skill and personality. There's something special about you and we are excited to learn more!
Client Service Representative
You possess a strong interest in supporting veterinarians, registered veterinary technician(technologists), and veterinary assistants, with all aspect of client-facing support. Your primary duty will be supporting our Client Service Center by assisting with incoming calls, addressing the chief reason for the call, communicating with supported department as needed, and support fellow Client Service Representatives, as needed and when able, with clients present in our hospital. You possess a strong sense of working in a team environment. You maintain situational awareness (able to prioritize). Of course, the tasks describe here are but a sample of what we do. We are all responsible for helping our patients, our clients, and each other, were we can, regardless of title.
We support team members growing. You will have access to online training, should you feel like exploring other opportunities. If you dedicate time to your growth, we will support you!
Compensation: $20.00 - $24.50 ALL dependent on education, experience, credentials, location, nature of practice, schedule and additional responsibilities.
If you are a current associate, you need to apply through our internal career site. Please log into Workday and click on the Career worklet on the landing page or search for Find Jobs.
Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!
The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development)
We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com
If you are a current associate, you need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.
Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!
The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).
We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com.
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Client Services Representative
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Client Services Representatives needed for a company in Foothill Ranch that provides medical insurance services to medical providers, clients and patients. Temporary to Hire position. Pay is $20-24/hr, depending on experience plus a competitive employee benefits package. Hours are Monday - Friday, 7:00 AM - 4:00 PM.In the Client Service Representative position, you will be responsible for assisting clients over the telephone and via email regarding live medical cases as well as providing referrals to clinics and hospitals. Opening medical and non-medical cases in the claims system, responding to general inquiries related to open cases, and assisting clients with their claim status questions.Responsibilities:Collaborate and serve as the initial point of contact with clients, policyholders, and healthcare providers.Ensure clients receive the best customer service experience possible by providing timely and accurate responses.Develop and maintain effective relationships with colleagues - both internal and external.Review, plan and resolve medical cases in cooperation with other team members and network partners.Incoming calls only represent about 25% of all calls in a day.Qualifications:Must have 1+ years of B2B customer service.Experience in medical office or call center analyzing and solving customer problems and billing issues.Familiar with computers and Windows PC applications, including navigating and learning new and complex computer system applications.Demonstrated ability to listen skillfully, collect relevant information, build rapport, and compassionately respond to customers.Excellent verbal and written communication skills for effectively interacting with clients and documenting interactions.Ability to work under pressure with situations that require fast resolution.Compensation / Pay Rate (Up to): $0.00 - 24.00 Per Hour
Client Services Representative
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Ready to be a tech solutions champion? Join our vibrant team La Mirada crew!
Boundless Promotions offers a collaborative environment where diverse individuals create unique brand experiences. We partner with industry leaders, providing cutting-edge fiber-optic internet solutions and innovative TV streaming services. Our team is reliable, motivated, and hardworking, driven by a passion for helping brands expand their reach and efficiently penetrate new markets to increase their target audience.
Seeking a dynamic Client Services Representative to champion our AT&T team! The role involves engaging with customers, tailoring tech solutions, maintaining a positive environment, and showcasing innovative wireless technology. If you’re enthusiastic and tech-savvy, Boundless Promotions encourages you to apply.
Client Services Associate
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This Jobot Job is hosted by: Ray Madden
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $80,000 - $100,000 per year
A bit about us:
Established as a distinguished independent financial advisory firm, our company provides strategic wealth management and advisory services to ultra- and high-net-worth individuals, families, institutions, and corporations. With offices across multiple U.S. markets and a presence internationally, we manage substantial client assets and focus on delivering personalized, high-quality service.
Why join us?
Be part of a respected and rapidly growing independent financial advisory firm with a rich heritage and forward-looking vision.
Work closely with a talented Private Advisor team dedicated to delivering personalized service to high-net-worth clients.
Gain hands-on experience in a dynamic environment that values professional growth and development.
Enjoy a collaborative culture that encourages innovation, integrity, and excellence.
Benefit from a competitive compensation package, comprehensive benefits, and opportunities for career advancement.
Job Details
Our Private Advisor team within the Family Office division is seeking a dedicated and detail-oriented Client Services Associate to support its growing operations. This role serves as a critical liaison between the advisors and their high-net-worth clients, ensuring smooth account management and exceptional client service. The ideal candidate is organized, proactive, and eager to develop professionally in a dynamic environment.
Key Responsibilities
Facilitate account openings and maintenance activities
Manage asset transfers and money movement processes
Assist clients with completing investment subscription documentation
Oversee cash management tasks including Required Minimum Distributions (RMDs)
Support client access to online platforms and respond to inquiries regarding account activity and statements
Manage administrative duties related to client life events and other operational needs
Deliver superior client service and support day-to-day account administration
Handle operational elements including reporting on holdings and investment performance, posting cash activity, and executing trade instructions
Prepare and submit expense reports using corporate systems
Process client cashiering requests such as wire transfers, check processing, and journal entries
Support marketing initiatives by assisting with client events and seminars
Provide administrative and office support to the advisory team
Draft client correspondence, obtain approvals, and manage timely communication
Review and reconcile daily account activities and ensure accuracy with custodial systems
Coordinate client insurance and annuity processes
Assist with preparation of client meeting materials, including presentations and reports
Attend client meetings as needed and present performance updates
Maintain proper filing and documentation for client accounts
Participate in compliance training and continuing education as required
Perform additional tasks as assigned
Qualifications
3 to 5 years of client service experience within financial services or a related field preferred
Securities licenses such as Series 7 and 66 strongly preferred or willingness to obtain
Bachelor’s degree (BA/BS)
Skills and Competencies
Excellent client-facing, interpersonal, and organizational skills
Strong attention to detail with the ability to prioritize and manage multiple tasks in a fast-paced environment
Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
Familiarity with financial planning software (e.g., eMoney) is a plus
Ability to work effectively under pressure and handle frequent interruptions
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.