47 Client Service Associate Jobs in San Diego, CA
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California Wealth Transitions is Hiring a Client Service Associate Near San Diego, CA
Who We Are:
About California Wealth Transitions: California Wealth Transitions is a premier Wealth Management Financial Planning firm located in California. We specialize in providing comprehensive financial planning, investment management, and wealth preservation strategies to help our clients achieve their financial goals. Committed to delivering exceptional service and expertise, we empower individuals and families to navigate their financial journey with confidence and peace of mind.
Who You Are:
California Wealth Transitions is seeking a dedicated and client-focused Client Service Associate to join our team. The ideal candidate will be passionate about delivering superior service, building relationships, and supporting clients throughout their financial planning journey. As a Client Service Associate, you will play a crucial role in ensuring that our clients receive the highest level of service and support.
What You'll Do:
- Serve as the primary point of contact for client inquiries, requests, and account maintenance.
- Build and maintain strong relationships with clients through proactive communication and personalized service.
- Assist clients with account opening, transfers, and other administrative tasks, ensuring accuracy and compliance with regulatory requirements.
- Prepare and process client paperwork, including account forms, investment documents, and financial planning reports.
- Coordinate with internal teams to address client needs and resolve issues in a timely and efficient manner.
- Assist financial advisors in preparing for client meetings, including gathering necessary documents and materials.
- Provide administrative support to the advisory team, including scheduling appointments, managing calendars, and organizing meetings.
- Maintain accurate client records and documentation in compliance with industry regulations and company policies.
- Stay informed about industry trends, regulatory changes, and best practices in client service and wealth management.
What You Bring:
- Bachelor's degree in finance, business administration, or related field preferred.
- Minimum of 2-3 years of experience in client services, preferably in the financial services or wealth management industry.
- Excellent interpersonal and communication skills, with the ability to interact effectively with clients and team members.
- Detail-oriented with strong organizational and time management skills.
- Ability to work independently as well as collaboratively in a fast-paced, team-oriented environment.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM software.
- Series 7 and 66 licenses preferred, or willingness to obtain within a specified timeframe.
- Commitment to delivering exceptional client service and maintaining the highest ethical standards.
- Must be authorized to work in the United States.
What We Offer:
Join our team at California Wealth Transitions and be part of a dynamic organization dedicated to helping clients achieve financial success and peace of mind. This is an exciting opportunity to contribute to our mission while advancing your career in the wealth management industry.
To apply, please submit your resume and cover letter outlining your qualifications and interest in the position. We look forward to hearing from you!
#IND1
Job Summary
Other
$56k-74k (estimate)
03/06/2024
04/15/2024
The job skills required for Client Service Associate include Client Service, Microsoft Office, Communication Skills, Time Management, Financial Services, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
12/25/2021: Modesto, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
02/27/2022: Providence, RI
Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
03/05/2022: Detroit, MI
Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
12/27/2021: Pierre, SD
Step 3: View the best colleges and universities for Client Service Associate.
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