Join Our Team at Advisor Associate — Client Service Associate Position

Location: Encino, CA | Full-Time | Annual Salary $40,000

Advisor Associate, a full-service financial planning firm located in Encino, California, is seeking a dedicated 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

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

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]

Advisor Associate

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Client Services Associate