Client Service Associate

• Mission Viejo, CA RK Partners
• 5.0 Mission Viejo, CA Job Details Full-time $70,000
• $90,000 a year 1 day ago Qualifications Customer communication Full Job Description 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