Job Description
Job Description
Join Our Team at Advisor Associate — Client Service Associate Position
Location: Delray Beach, FL | Denver, CO | Chevy Chase, MD | Santa Maria, CA | Encino, CA |
Full-Time | Starting at $25/Hour
Advisor Associate, a full-service financial planning firm located in Encino, California, is seeking a dedicated bilingual Client Service Associate to join our growing team. We offer a collaborative and professional work environment where client relationships, integrity, and personalized financial guidance are at the heart of everything we do.
As a Client Service Associate, you’ll be the first point of contact for our valued clients and a key part of our operational team. Your day-to-day will involve supporting advisors, managing account administration, and helping deliver exceptional client experience.
Whether you are currently licensed or interested in obtaining your Securities Industry Essentials, our firm offers a full-time role that values your expertise. Salary is negotiable based on qualifications and licensing exams. We welcome experienced professionals who are passionate about delivering high-quality service in the financial services industry.
Key Responsibilities:
- Serve as a primary point of contact for clients, responding to inquiries and ensuring a seamless client experience
- Support financial advisors with account openings, client onboarding, data entry, transfers, transactions, and ongoing account maintenance
- Prepare and review client paperwork and reports for meetings and follow-up
- Liaise with custodians, insurance carriers, and product providers to facilitate client requests
- Maintain client records in CRM and track service activity to ensure timely completion
- Contribute to a client-first culture with proactive communication and attention to detail
Required Qualifications:
- Excellent communication and interpersonal abilities
- Proficiency with CRM systems and Microsoft Office Suite
- Strong organizational skills and client-service mindset
- Fluent in 2 or more languages
Preferred Qualifications:
- Bachelor’s degree in business, Finance, or related field
- SIE and Series 7 and Series 66 licenses (or willingness to obtain)
- Insurance licenses - life, health, or variable contracts (or willingness to obtain)
- CFP® certification or progress toward certification is a plus
- Prior experience in a financial service, advisory, wealth management firm, or client services industry
- Fluent in Spanish
Why Advisor Associate?
At Advisor Associate, you’ll find a team that values professionalism, growth, and making a real impact in our clients' financial lives. We offer:
- Competitive compensation based on experience and licensing
- Growth opportunity for professional development and advancement
- Flexible schedule options (full-time preferred)
- A supportive, team-oriented office environment
Apply Today
If you’re passionate about helping clients achieve their financial goals and want to work in a collaborative and respected advisory firm, we’d love to hear from you.
Please send your resume and a brief cover letter to rdunn@advisorassociate.com
Use subject line: Client Service Associate Application – [Your Name]