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Sr Client Service Associate Jobs in El Segundo, CA

Koto

Senior Client Manager

Los Angeles, CA · On-site

$100K - $115K/yr

Set a strong example for project management and Client Services best practice. You keep ... Senior Client Manager Locations Los Angeles Remote status Hybrid Yearly salary $100,000 - $115,000 ...

EPIC Brokers

Senior Client Manager

Los Angeles, CA · On-site

$100K - $125K/yr

Senior Client Manager EPIC Insurance Brokers & Consultants is one of the fastest-growing insurance ... Manage day-to-day client service, escalations, and complex coverage or compliance inquiries

Koto Inc

Senior Client Manager

Los Angeles, CA · On-site

$100K - $115K/yr

Set a strong example for project management and Client Services best practice. You keep ... Senior Client Manager Locations Los Angeles Remote status Hybrid Yearly salary $100,000 - $115,000 ...

Team Liquid

Head of Client Services

Santa Monica, CA · On-site

... client service and integrated campaign execution across the agency. Working closely with Creative, Production, Operations, and other senior stakeholders across the agency, they are equally ...

Team Liquid

Head of Client Services

Santa Monica, CA · On-site

$130 - $160/hr

... client service and integrated campaign execution across the agency. Working closely with Creative, Production, Operations, and other senior stakeholders across the agency, they are equally ...

AHEAD

Senior Client Solutions Engineer

Los Angeles, CA · On-site

$59.50 - $76.75/hr

Senior Client Solutions Engineer The Senior Client Solutions Engineer assists AHEAD Client ... Qualify and position consulting engagements and services. * Provide coaching and mentoring to team ...

AHEAD

Senior Client Solutions Engineer

Los Angeles, CA

$59.50 - $76.75/hr

Senior Client Solutions Engineer The Senior Client Solutions Engineer assists AHEAD Client ... Qualify and position consulting engagements and services. * Provide coaching and mentoring to team ...

AHEAD

Senior Client Solutions Engineer

Los Angeles, CA · On-site

$255K - $300K/yr

Senior Client Solutions Engineer The Senior Client Solutions Engineer assists AHEAD Client ... Qualify and position consulting engagements and services. * Provide coaching and mentoring to team ...

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All JobsSr Client Service Associate JobsSr Client Service Associate Jobs in El Segundo, CA

Sr Client Service Associate information

See El Segundo, CA salary details

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How much do sr client service associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for sr client service associate in El Segundo, CA is $18.25, according to ZipRecruiter salary data. Most workers in this role earn between $14.86 and $20.48 per hour, depending on experience, location, and employer.

What job categories do people searching Sr Client Service Associate jobs in El Segundo, CA look for?

The top searched job categories for Sr Client Service Associate jobs in El Segundo, CA are:

What cities near El Segundo, CA are hiring for Sr Client Service Associate jobs?

Cities near El Segundo, CA with the most Sr Client Service Associate job openings:

Sr Client Service Associate jobs near you
Infographic showing various Sr Client Service Associate job openings in El Segundo, CA as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $37,969 per year, or $18.3 per hour.

Client Service Associate

Claire Myers Consulting

El Segundo, CA • On-site

$180K/yr

Full-time

Re-posted 11 days ago

Job description

Compensation: Up to $180,000



About Our Client:


Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience to a sophisticated client base. They are in an exciting phase of growth and building the operational infrastructure to support that expansion.


This hire will play a central role in keeping client service, investment operations, and alternative investment workflows running smoothly and accurately.



The Opportunity:


This is an ideal role for a detail-oriented, experienced wealth management professional who enjoys owning processes from start to finish.


A portion of the position is focused on alternative investments, making it a strong fit for someone who thrives in complex, deadline-driven environments and takes pride in precision, follow-through, and accountability.


You will be a key partner to advisors and clients, ensuring that accounts, reporting, and service workflows are executed at a high level.



Key Responsibilities:


Alternative Investment Operations:


  • Coordinate subscriptions, funding, redemptions, and ongoing servicing
  • Support exchange fund activity (including 1031 and 351 transactions)
  • Maintain internal tracking to ensure requests move forward efficiently



Custodian & Account Management:


  • Open and maintain accounts across custodians (Schwab, Fidelity, etc.)
  • Support householding and account maintenance
  • Handle service requests, paperwork processing, and follow-ups
  • Maintain current DocuSign templates and custodian forms



Systems & Data Integrity:


  • Maintain account and portfolio accuracy in Black Diamond
  • Update benchmarks, fee schedules, naming conventions, and classifications
  • Support integrations across CRM, eMoney, and Nitrogen
  • Resolve duplicates, outdated records, and data inconsistencies
  • Ensure systems are client-ready and operationally accurate



Client Service & Ongoing Relationship Support:


  • Conduct 30-day onboarding check-ins
  • Coordinate annual client information reviews
  • Assist clients with custodian portals and reporting access
  • Maintain accurate beneficiary documentation
  • Live onboarding



Projects & Firmwide Support:


  • Contribute to operational improvement initiatives
  • Document processes and meeting notes within the CRM
  • Provide administrative backup support when needed
  • Maintain internal contact lists and communication tools



Qualifications:


  • 5–8 years of experience in wealth management operations or client service
  • Strong familiarity with alternative investment workflows (preferred)
  • Experience working with custodians and multiple advisory platforms
  • High attention to detail and strong deadline management
  • Ability to work independently and take ownership of processes
  • Strong written and verbal communication skills
  • Flexible and solutions-oriented in a fast-moving environment



Why This Role:


  • Opportunity to join a growing firm where your impact is visible and valued
  • High level of ownership and autonomy
  • Ability to help shape operational infrastructure and best practices
  • Collaborative, client-first culture