Client Services Associate

We are looking for a Client Services Associate to support a family wealth advisory team in Montecito, California. This Long-term Contract position is ideal for someone who brings a service-focused mindset, strong organizational ability, and confidence working in a financial services environment. The person in this role will help maintain smooth day-to-day client support while ensuring information is handled accurately and professionally.

Responsibilities:
• Provide attentive day-to-day support to clients by responding to inquiries, coordinating follow-up, and helping deliver a high-quality service experience.
• Maintain accurate client records by entering, updating, and reviewing account and contact information in internal systems.
• Assist the advisory team with administrative and portfolio support tasks that contribute to efficient client account management.
• Prepare and organize documents, reports, and correspondence needed for client servicing activities and internal workflows.
• Track requests and service issues to ensure items are completed on time and communicated clearly to the appropriate parties.
• Work closely with advisors and internal team members to support ongoing financial services operations and client-related deliverables.
• Help monitor data quality by identifying inconsistencies, correcting records, and keeping documentation current and complete.

Qualifications:

• Previous experience in client service, customer support, or administrative coordination, preferably within financial services.
• Strong data entry skills with a high level of accuracy and attention to detail.
• Ability to manage multiple tasks efficiently while maintaining professionalism and responsiveness.
• Clear written and verbal communication skills for interacting with clients and internal stakeholders.
• Proficiency with standard office and database systems used for recordkeeping and service support.
• Demonstrated ability to handle sensitive information with discretion and sound judgment.
• A dependable, organized approach to work and a commitment to delivering excellent client support.

Compensation

$28.50-$35.00 Hourly

About Us

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