A growing and highly collaborative financial services firm is seeking a Senior Client Service Associate to join its team. This role is ideal for a detail-oriented professional who thrives in a fast-paced, client-focused environment and enjoys taking ownership of processes from start to finish.

You’ll play a critical role in delivering a high-touch client experience, supporting advisors, and ensuring operational excellence across client accounts. The organization offers strong mentorship, a team-driven culture, and clear opportunities for long-term career growth.

What You’ll Do:
Client Experience & Account Support
• Serve as a key point of contact for clients, ensuring a seamless and professional experience
• Oversee day-to-day client service needs including account maintenance, cash movements, and documentation
Onboarding & Implementation
• Manage new client onboarding from initiation through completion
• Coordinate account setup, transfers, and service implementation with accuracy and efficiency
Relationship Management
• Build and maintain strong client relationships through proactive communication
• Address client requests and inquiries with a solutions-oriented approach
Team Collaboration & Leadership
• Partner closely with advisors and internal team members to support client needs
• Provide guidance and mentorship to junior team members when needed
• Contribute ideas to improve workflows, communication, and overall client experience

What We’re Looking For:
• 3+ years of client service experience within financial services or wealth management
• Series 65 license (or ability to obtain within a defined timeframe)
• Strong organizational skills with the ability to manage multiple priorities
• High attention to detail and a proactive, problem-solving mindset
• Excellent communication and interpersonal skills
• Comfortable working directly with clients and internal stakeholders
• Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint)
• Experience with CRM systems and financial platforms is a plus

Work Environment & Culture
• Team-oriented, collaborative environment with high standards of excellence
• Fast-paced and client-centric with a strong sense of accountability
• Supportive leadership focused on transparency and growth
• A culture that values initiative, continuous improvement, and strong relationships

If you're a motivated client service professional looking to grow your career in a dynamic financial environment, we’d love to connect.


Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: 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.