Job Description
Join our award-winning team as a Client Service Associate and launch your career in finance! We're seeking motivated professionals to deliver exceptional client experiences while supporting our wealth management operations. This entry-level role offers comprehensive training and growth opportunities in a dynamic, collaborative environment. If you're passionate about client advocacy and eager to develop financial expertise, apply today to become part of Long Beach's premier financial services firm.
Responsibilities
- Manage client inquiries via phone, email, and in-person with exceptional professionalism
- Process account transactions and documentation with 100% accuracy
- Coordinate with internal teams to resolve client issues promptly
- Maintain detailed client records in CRM systems
- Prepare routine reports and correspondence for client portfolios
- Contribute to process improvement initiatives
- Support compliance and regulatory documentation requirements
Qualifications
- Associate's degree or equivalent experience required
- 0-2 years customer service or administrative experience
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Excellent verbal and written communication skills
- Strong attention to detail and organizational abilities
- Ability to multitask in a fast-paced environment
- Basic financial literacy preferred
- Positive attitude and client-focused mindset