Client Service Associate - Mission Viejo, CA

Client Service Associate - Mission Viejo, CA

This is a full-time, in-office position 

As a Client Service Associate, you will be assisting the advisors in the office ensuring a smooth professional experience for clients. our role will be dynamic, combining administrative expertise, client service, and operational support.

• Be the first point of contact – answer client inquiries and assist with account-related requests
• Manage scheduling and logistics for meetings between clients and the advisor
• Process paperwork and service requests with precision and efficiency
• Maintain client files and support back-office operations
• Collaborate with the team to enhance the client experience

What We’re Looking For:

Financial services experience
Strong organizational & time management skills – you thrive in a fast-paced environment
Tech-savvy mindset – experience with CRMs (Salesforce preferred) and Microsoft Office
Outstanding communication skills – both written and verbal
Proactive problem solver – you take initiative and think independently

Be part of a firm that values growth, teamwork, and client success
Enjoy a supportive, professional environment with opportunities to expand your role
Work closely with experienced advisors and gain valuable industry knowledge