Client Services Associate - Hybrid in Finance
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-03-01
Listing for:
Signature Estate & Investment Advisors, LLC
Full Time
position Listed on 2026-03-01
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Client Service Associate (CSA) to act as a liaison between clients and advisors. The role involves managing account operations, providing exceptional service, and supporting multiple advisory teams. Applicants should have customer service skills and be organized, with the flexibility to handle a hybrid work model after training. This position offers comprehensive benefits, including medical, dental, and a 401k plan.
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Position Requirements
10+ Years
work experience
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