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Financial Client Services Associate Jobs in California

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · On-site

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

Semantix

Client Services Associate

San Francisco, CA · On-site

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

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Financial Client Services Associate information

What are Financial Client Services Associates?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a Financial Client Services Associate, and why are they important?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a Financial Client Services Associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
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Financial Client Services Associate jobs near you

Client Services Associate

TeamCivX

Orinda, CA • Remote

$40/hr

Full-time

Re-posted 5 hours ago

Job description

Client Services Team Job Description

 

About TeamCivX

TeamCivX is California's leader in election strategy and communications for public agencies.

  • We create and execute informational communication strategies for public agencies
  • We help develop revenue measures for the ballot to meet the needs of our clients and the communities they serve
  • We run privately-funded political campaigns to win voter approval for taxes, bonds and other public funding, as well as affordable housing and other needed developments
  • We help elected officials and qualified candidates who reflect our values make their case to their constituents when running for election

We are a fully remote company, with partners and staff throughout California. Applicants must reside in California.

Client Services Associate (CSA)

The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on-message, on-time and error-free, and helping TeamCivX Partners, Client Services Managers (CSMs) and their clients implement communications, outreach and campaign plans on time and as directed.

A typical day for a CSA will involve producing first drafts of messaging materials and supporting CSMs in creating client-specific deliverables, as well as working with our Art and Field Teams to produce direct mail and other materials, and support client and volunteer campaign needs.

Requirements & Qualifications

  • Bachelor's Degree in Political Science, Communications or related field, or equivalent experience
  • Must be California Resident, or willing to relocate upon hire
  • Strong written and verbal communication skills
  • Experience with remote work and comfort working in a fully remote environment
  • Must be able to obtain California Drivers license and be able to travel for client meetings as needed
  • Ability to manage multiple projects simultaneously
  • Experience managing multiple and competing deadlines in a fast-paced work environment
  • Close attention to detail and strong proofreading skills

Roles and responsibilities include:

  • Messaging Development
    • Crafting and finalizing poll-tested, on-message text for handouts, mailers, websites, social media and other materials
    • Overseeing the graphic design or production of these materials, as needed and directed, by graphic designers, web developers, video producers or social media content developers, to ensure timeliness and appropriate messaging
    • Carefully proofreading materials and reviewing all drafts to ensure client-readiness
    • Supporting CSMs in the client review process for all materials to ensure timeliness and secure approvals
  • Client Management Support
    • Adding all relevant client documents to Google Drive and keeping it organized
    • Supporting Partners and CSMs in general client and campaign committee support and responsiveness, as needed and directed
  • Art & Production 
    • Supporting overall management of art and design process, to ensure deadlines are met, final materials are on-time, mistake-free, on-message and approved in writing by all required parties
    • Helping create drafts for mail and social media as needed
    • Proofreading all documents before sending to client or production
    • Working with Art Team to execute edits and changes to mailers
    • Reviewing printer proofs
  • Field
    • Supporting Field Team activities to ensure all grassroots efforts, including walking, texting, phone banks, relational outreach and related efforts, are conducted on time, with mistake-free materials, to the correct targeted voters
    • Reviewing and finalizing draft materials, in coordination with CSMs
    • Providing clear and timely direction to Field Team regarding needed scripts, lists, trainings and other documents

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