A financial services investment firm is seeking an experienced Client Service Associate to join their team! Ideal candidates have strong Microsoft Office suite and organizational skills. This position offers competitive pay, comprehensive benefits, and the opportunity to support a dynamic wealth management team.

Responsibilities:

Oversee client onboarding tasks, including processing paperwork, account transfers, and setting up new accounts.

Act as the primary liaison for client requests, ensuring timely and professional responses to inquiries.

Assist in identifying client needs and offering life insurance solutions-no cold calling required.

Provide reception and administrative support to maintain an organized and efficient office environment.

Manage confidential client records and update financial systems.Requirements:

3+ years of administrative or client service experience in financial services, wealth management, financial licensing, or a related field.

Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).

Strong organizational skills and attention to detail.

Excellent communication and customer service skills.

Business professional attire.If you are a detail-oriented and client-focused professional looking to grow within a reputable wealth management firm, apply today!

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. 

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to eme

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