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Client Services Professional Jobs in California (NOW HIRING)

Client Services

Client Services Associate

Los Angeles, CA · On-site

$80K - $100K/yr

Client Services Associate The Client Services Associate is responsible for providing exceptional ... professionally. * High level of organizational skills and attention to detail, with a focus on ...

Golden Care

Client Services Manager

La Mesa, CA · On-site

We welcome candidates from a variety of professional backgrounds who are passionate about serving ... Summary The Client Services Manager is responsible for overseeing client relationships and ensuring ...

NFP Corp

Client Service Leader

San Francisco, CA · On-site

Client Services is the connective tissue of the firm. Our CS professionals own the client relationship end to end, partnering daily with advisors and their teams to deliver a seamless, high-quality ...

NFP Corp

Client Service Leader

San Francisco, CA · On-site

Client Services is the connective tissue of the firm. Our CS professionals own the client relationship end to end, partnering daily with advisors and their teams to deliver a seamless, high-quality ...

NFP Corp

Client Service Leader

San Francisco, CA · On-site

Client Services is the connective tissue of the firm. Our CS professionals own the client relationship end to end, partnering daily with advisors and their teams to deliver a seamless, high-quality ...

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Client Services Professional information

What is a client services professional?

Client Services Professionals are individuals who serve as the main point of contact between a company and its clients. They are responsible for ensuring client satisfaction by addressing concerns, managing communications, and providing solutions tailored to client needs. Their duties may include onboarding new clients, resolving issues, answering inquiries, and collaborating with other departments to deliver excellent service. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a client services professional?

To thrive as a Client Services Professional, you need strong communication, problem-solving, and relationship management skills, typically supported by a bachelor's degree in business or a related field. Familiarity with CRM software, customer support platforms, and data analysis tools is commonly required. Exceptional interpersonal skills, patience, and adaptability help you build rapport and address client needs effectively. These skills and qualities are vital for delivering high client satisfaction, retaining business, and fostering long-term partnerships.

How does a client services professional typically collaborate with internal teams to address client needs?

Client Services Professionals often serve as a bridge between clients and internal departments such as sales, operations, and technical support. They regularly communicate client feedback, coordinate with team members to resolve issues, and ensure that deliverables meet client expectations. This role requires strong interpersonal skills, as professionals must balance client advocacy with organizational priorities, often participating in cross-functional meetings and project updates. Effective collaboration helps build trust with clients and ensures a smooth service experience.

What is the difference between Client Services Professional vs Customer Support Specialist?

AspectClient Services ProfessionalCustomer Support Specialist
CredentialsTypically requires a high school diploma or equivalent; some roles prefer associate or bachelor's degreesUsually requires a high school diploma; certifications are optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support channels
Employer & Industry UsageFinancial services, consulting, B2B companiesRetail, tech companies, service providers
Search & Comparison IntentFocuses on ongoing client relationships and account managementAddresses immediate customer issues and technical support

While both roles involve assisting clients or customers, Client Services Professionals typically manage ongoing relationships and account needs, often in a B2B context. Customer Support Specialists focus on resolving technical or service issues quickly, often in a retail or tech environment. Understanding these differences helps job seekers target the right roles based on their skills and career goals.

Is client services a good career?

A career as a client services professional offers opportunities to develop communication, problem-solving, and interpersonal skills. It often involves working in customer-facing environments, with potential for advancement into management or specialized roles, and may require certifications or training in customer relationship management tools.

What are the most commonly searched types of Client Services jobs in California?

The most popular types of Client Services jobs in California are:

What cities in California are hiring for Client Services Professional jobs?

Cities in California with the most Client Services Professional job openings:

Client Services Professional jobs near you
Infographic showing various Client Services Professional job openings in California as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Client Services Associate

Client Services

Los Angeles, CA • On-site

$80K - $100K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Job description

Client Services Associate

The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries and requests, preparing investor materials and reports, overseeing operational activities related to client accounts, and supporting the marketing and fundraising efforts for TCW's private funds. The ideal candidate will possess a strong understanding of alternative investments, excellent client service skills, and the ability to collaborate effectively with various internal departments to ensure a positive client experience.

Essential Duties
  • Serve as the primary point of contact for clients and their consultants, addressing their needs and building strong relationships.
  • Respond promptly and accurately to client inquiries and requests for information, providing timely and effective solutions.
  • Prepare and deliver regular and ad-hoc investor materials, including marketing presentations, performance reports, and data analysis.
  • Manage and process client-related administrative and operational tasks, including account onboarding, transactions, and reporting.
  • Coordinate with internal departments (Distribution, Investment Operations, Compliance, Legal,) to facilitate client requests, resolve issues, and ensure seamless service delivery.
  • Liaise with fund partners and administrators to support client orders, resolve discrepancies, and ensure accurate transaction processing.
  • Assist with all aspects of the marketing and fundraising cycle for new alternative investment funds and related vehicles.
  • Support the completion of due diligence questionnaires and the management of investor inquiries and data rooms.
  • Identify opportunities to improve processes, enhance efficiency, and provide a superior client experience
Required Qualifications
  • Bachelor's degree.
  • 3-5+ years of relevant experience in the finance industry, with a focus on client service or operations.
  • Solid working knowledge and understanding of capital markets and alternative investments.
  • Proficiency in Microsoft Office Suite, with advanced Excel skills (e.g., data analysis, reporting).
  • Strong analytical, problem-solving, and project management skills.
  • Excellent written and verbal communication skills, with the ability to present information clearly and professionally.
  • High level of organizational skills and attention to detail, with a focus on accuracy.
  • Ability to prioritize tasks, manage time effectively, and work well under pressure in a fast-paced environment
Professional Skills Qualifications
  • Proactive and self-motivated with the ability to work independently and as part of a team.
  • Strong teamwork and interpersonal skills, with the ability to build effective relationships.
  • Passion for providing exceptional client service and exceeding client expectations

This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.

Estimated Compensation:

Base Salary: For a CA and NY based positions, the base salary range is $80k – $100k. This represents base salary range only.

Other Compensation & Benefits: In addition to base salary, employees are eligible for a discretionary bonus and a comprehensive benefits package designed to support you and your family, invest in your health and wellbeing, and help build long-term financial security. Benefits include medical, dental, and vision coverage, retirement benefits, and paid time off. These benefits reflect our commitment to supporting the health, wellbeing, and long-term financial security of our employees and their families.

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