Client Service Associate

We are seeking a detail-oriented and client-focused Client Services Office Coordinator to support a growing wealth management company, paying up to $62K annually. This individual will serve as a key point of contact for clients while ensuring smooth day-to-day office operations and administrative support for financial advisors. The ideal candidate has 2 years of experience in a financial services, banking, or wealth management environment and thrives in a fast-paced, relationship-driven setting. Key Responsibilities Client Service & Relationship Support Serve as the first point of contact for clients, delivering exceptional white-glove service via phone, email, and in-person interactions Assist with account opening, maintenance, transfers, and service requests Coordinate client onboarding documentation and ensure compliance with firm and regulatory requirements Prepare client meeting materials, reports, and follow-up communications Maintain accurate client records within CRM and custodial platforms Operational & Administrative Support Manage advisor calendars, schedule client meetings, and coordinate logistics Process paperwork accurately and efficiently, ensuring timely submission Support billing, reporting, and performance documentation processes Maintain office supplies, vendor relationships, and general office organization Assist with special projects and firm initiatives as needed Compliance & Documentation Ensure proper documentation and adherence to regulatory standards Maintain confidentiality of client financial information Support audit preparation and compliance tracking Qualifications 2 years of experience in wealth management, financial advisory, banking, or financial services Strong understanding of financial account types and basic investment terminology preferred Experience with CRM systems and custodial platforms (e.g., Schwab, Fidelity, Pershing) is a plus Excellent organizational skills and high attention to detail Strong written and verbal communication skills Professional demeanor with a client-first mindset Proficiency in Microsoft Office Suite (Outlook, Excel, Word) Key Competencies Client-centric service orientation Strong multitasking and prioritization skills Discretion and professionalism Problem-solving ability Team-oriented attitude with the ability to work independently Why Join Us Collaborative and supportive team culture Opportunity to grow within a respected wealth management firm Competitive compensation and benefits package Meaningful role supporting clients in achieving their financial goalsEqual Opportunity Employer / Disabled / Protected VeteransThe Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdfThe pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdfFor temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdfWe also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.#1041Company DescriptionThis company offers growth and a great group of people to work with.

Salary : $62,000