Client Service Associate

Client Service Associate

Position Overview
We are seeking a Client Service Associate to deliver exceptional service to high-net-worth and institutional clients within a wealth management environment. The role focuses on supporting client relationships through proactive communication, efficient onboarding, transaction processing, and coordination with advisors and operations teams to ensure a seamless client experience and adherence to compliance and service standards.

Key Responsibilities

• Serve as a primary point of contact for client inquiries, responding promptly and professionally via phone, email, and secure portals.
• Support the client onboarding process, including KYC/AML documentation collection, account setup, data entry, and coordination with internal teams to ensure timely account activation.
• Assist advisors with account maintenance tasks such as transfers, beneficiary updates, account funding/withdrawals, and service requests.
• Process and reconcile transactions, monitor account activity, and escalate exceptions or unusual activity to operations and compliance teams.
• Prepare and distribute client communications, statements, and reporting materials; ensure accuracy and timeliness.
• Coordinate with portfolio management, operations, and compliance to resolve client issues and implement service improvements.
• Maintain accurate client records in CRM and account systems, ensuring data integrity and confidentiality.
• Contribute to continuous improvement initiatives by identifying process inefficiencies and proposing practical solutions.

Qualifications

• Bachelors degree in Finance, Business, Economics, or related field, or equivalent work experience.
• Client service experience in wealth management, private banking, or financial services preferred.
• Demonstrated knowledge or exposure to wealth management concepts, investment products, and account types.
• Experience with client onboarding processes, KYC/AML requirements, and regulatory documentation.
• Strong client service skills with excellent verbal and written communication and an ability to build rapport with diverse clients.
• Proficient with CRM systems and office productivity tools; experience with custody or portfolio platforms is a plus.
• Detail-oriented with strong organizational skills, ability to manage multiple priorities, and meet deadlines in a fast-paced environment.
• High integrity, discretion with confidential information, and a commitment to compliance and risk management.

Email Your Resume In Word To
Jamar.Sloley@CyberCoders.com
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : JS37-1983990 -- in the email subject line for your application to be considered.
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.

This job was first posted by CyberCoders on 04/16/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

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. Recruiters review all results.  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. 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 Benefits@CyberCoders.com to make arrangements.

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