Stratos Wealth Partners, CAAvance Consulting
Client Services Representative
Stratos Wealth Partners, CAAvance Consulting, Del Mar, California, United States, 92014
About the job
Now Hiring: Client Services Associate — Del Mar, CA | Full-Time
Are you a client-focused professional with a passion for delivering exceptional service? We’re looking for a Client Services Associate to join our growing team in Del Mar, supporting two financial advisors. This is a dynamic role ideal for someone who thrives in a fast-paced, relationship-driven environment.
What You’ll Do As a Client Services Associate, you’ll be a vital part of the client experience, supporting both day-to-day operations and long-term business goals. Key responsibilities include: • Serve as the primary point of contact for client inquiries and account support • Schedule and coordinate meetings between clients and advisors • Manage operational workflows to ensure smooth business processes • Maintain strong client relationships and support business development efforts • Collaborate with advisors on setting and achieving strategic quarterly and annual goals
Who You Are You’re a proactive team player who brings energy, precision, and care to everything you do. You’ll succeed in this role if you’re: • Detail-oriented with strong organizational and time-management skills • An excellent communicator who builds trust with clients and team members • A critical thinker who anticipates needs and solves problems with ease • Comfortable handling multiple priorities in a high-touch, client-centric environment
Qualifications • 2+ years in a client service or support role (financial services, legal, or banking preferred) • Proficient in Microsoft Office Suite and CRM systems • Entry-level understanding of investment products, financial markets, and industry regulations
About Our client we empower our advisors to stay focused on what matters most: supporting our clients’ financial goals. Through our collaborative network, we offer access to in-house teams of CPAs, CFP® professionals, and attorneys who provide expert guidance in estate and tax planning, investment strategy, and insurance services. We serve individuals, families, and businesses seeking a personalized, concierge-level approach.
Position Details • Full-Time working in our Del Mar office.
Now Hiring: Client Services Associate — Del Mar, CA | Full-Time
Are you a client-focused professional with a passion for delivering exceptional service? We’re looking for a Client Services Associate to join our growing team in Del Mar, supporting two financial advisors. This is a dynamic role ideal for someone who thrives in a fast-paced, relationship-driven environment.
What You’ll Do As a Client Services Associate, you’ll be a vital part of the client experience, supporting both day-to-day operations and long-term business goals. Key responsibilities include: • Serve as the primary point of contact for client inquiries and account support • Schedule and coordinate meetings between clients and advisors • Manage operational workflows to ensure smooth business processes • Maintain strong client relationships and support business development efforts • Collaborate with advisors on setting and achieving strategic quarterly and annual goals
Who You Are You’re a proactive team player who brings energy, precision, and care to everything you do. You’ll succeed in this role if you’re: • Detail-oriented with strong organizational and time-management skills • An excellent communicator who builds trust with clients and team members • A critical thinker who anticipates needs and solves problems with ease • Comfortable handling multiple priorities in a high-touch, client-centric environment
Qualifications • 2+ years in a client service or support role (financial services, legal, or banking preferred) • Proficient in Microsoft Office Suite and CRM systems • Entry-level understanding of investment products, financial markets, and industry regulations
About Our client we empower our advisors to stay focused on what matters most: supporting our clients’ financial goals. Through our collaborative network, we offer access to in-house teams of CPAs, CFP® professionals, and attorneys who provide expert guidance in estate and tax planning, investment strategy, and insurance services. We serve individuals, families, and businesses seeking a personalized, concierge-level approach.
Position Details • Full-Time working in our Del Mar office.