Client Associate (Finance)

We are actively recruiting for a Client Associate for a leading financial consulting firm to join their service-driven team on a temporary basis. This role is ideal for someone with a strong customer service mindset, administrative experience, and the ability to thrive in a dynamic, high professional environment.

About the Role:

As the Client Relationship Associate, your primary responsibility is to deliver exceptional service to clients-both over the phone and in person. You will serve as the first point of contact for client inquiries, ensure service needs are handled promptly, and collaborate with internal team members to resolve more complex issues. You'll also assist with administrative and operational support to help the office run smoothly, including greeting guests, managing supplies, and coordinating with the building as needed.

This role requires a mature, detail-oriented professional with strong organizational skills, a proactive attitude, and a passion for helping others. A background in the financial services industry is highly preferred.

Key Responsibilities:

Provide high-level client service by managing and tracking service requests, resolving issues, and following up as needed

Maintain and update client records in CRM and internal systems

Assist clients with completing forms and retrieving documents (e.g., tax forms, RMDs, transfers, statements)

Monitor and coordinate timely processing of distributions, funding requests, and account changes

Prepare meeting materials and assist with general correspondence and scheduling

Maintain the front office: welcome visitors, manage mail, track office supplies, and keep meeting spaces professional and organized

Communicate with custodians, vendors, and building staff as needed to support smooth daily operations

Watch for signs of potential financial scams and report suspicious activity as appropriate

Ensure sensitive documents are securely destroyed according to schedule

Qualifications:

2+ years of experience in an administrative or client service role (preferably in financial services)

Excellent communication and interpersonal skills

Strong attention to detail and ability to multitask

Proficient in Microsoft Office (Word, Excel, Outlook, Teams); CRM experience required (Salesforce a plus)

High school diploma required; college education preferred

Must pass a background check

Location: Pasadena, CA

Schedule: Monday - Friday, 8:00AM - 5:00PM

Pay Range: $23-$27/hour (based on experience)

Employment Type: Temporary (MAT Coverage - 4 to 6 months)

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.