Client Service Associate

Client Service Associate

Position Overview
The Client Service Associate is responsible for delivering timely, professional support to high-net-worth and retail clients and their advisors. This role focuses on client onboarding, account maintenance, and day-to-day service activities that ensure an exceptional client experience while supporting the firms wealth management objectives and regulatory requirements.

Key Responsibilities

• Manage end-to-end client onboarding including document collection, KYC/AML verifications, account setup with custodians, and coordination with internal teams to ensure a smooth transition.
• Provide high-quality, responsive client service via phone, email, and secure portals, resolving inquiries about account status, transactions, statements, and service requests.
• Serve as primary service liaison for advisors and clients, proactively communicating updates, timelines, and next steps for account changes and requests.
• Process and review client transactions, transfers, distributions, and account maintenance requests according to firm policies and regulatory guidelines.
• Prepare and deliver client communications and reporting materials, including periodic statements, performance reports, and ad hoc information requests.
• Maintain accurate client records in the CRM and account systems, ensuring data integrity and timely documentation of interactions.
• Coordinate with operations, compliance, and custodial partners to escalate and resolve complex issues or exceptions.
• Identify opportunities to improve client experience and internal processes; contribute to implementation of efficiency and quality improvements.
• Support client meetings and reviews by preparing materials, follow-up actions, and ensuring all deliverables are completed on schedule.
• Stay current on product offerings, regulatory changes, and industry best practices to provide informed service and maintain compliance.

Qualifications

• Bachelors degree in finance, business, or a related field, or equivalent professional experience.
• Client service experience within wealth management, private banking, or financial services.
• Proven experience with client onboarding processes, KYC/AML procedures, and working with custodial platforms.
• Strong interpersonal and communication skills with a client-first mindset and professional phone/email etiquette.
• Proficiency with CRM systems, Microsoft Excel, and common office software; experience with portfolio/account platforms is a plus.
• Knowledge of regulatory requirements and industry standards relevant to wealth management.
• Team-oriented, proactive problem-solver with a commitment to continuous improvement.

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 : JS37-1984144 -- 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 04/17/2026 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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