Opti Staffing
Opti Staffing Group
Client Service Associate (CSA)
3401 Denali St # 103 Anchorage, AK 99503 US
2025-10-13 2025-11-22 Industry: Operations/Administrative Job Number: 84290
Job Description
OPTI STAFFING GROUP IS HIRING Opening: Client Services Associate Location: Pay: $24+ DOE W/ Benefits Step into a career where precision meets purpose! We’re looking for a Client Services Associate to join a respected financial management firm that values professionalism, integrity, and exceptional service. This role is ideal for someone who takes pride in helping clients achieve their goals and enjoys being part of a high-performing, detail-driven team. COMPANY INFO: We’re partnering with a well-established financial management company known for its commitment to excellence, client trust, and long-term stability. Their team provides personalized financial guidance to individuals and businesses, offering a collaborative, professional environment where growth and precision are highly valued. WHAT YOU’LL DO:
Serve as the primary point of contact for clients, providing outstanding service and support Coordinate client meetings, prepare documentation, and ensure all information is accurate and compliant Manage account Updates, maintain records, and assist with financial reporting Collaborate closely with advisors to deliver a seamless client experience Handle sensitive financial information with discretion and professionalism Contribute to process improvements that enhance client satisfaction and office efficiency REQUIREMENTS:
2+ years of experience in client service, finance, banking, or administrative support Strong communication and relationship-building skills Exceptional attention to detail, organization, and accuracy Professional demeanor and ability to maintain confidentiality Proficiency in Microsoft Office and CRM systems (financial software experience preferred) A customer-first mindset and a desire to grow within the financial industry BENEFITS:
Full-time, permanent position Competitive pay with growth opportunities Comprehensive medical, dental, and vision insurance 401(k) with employer match Paid time off, holidays, and professional development support Work in a professional environment that values integrity, precision, and service excellence NEXT STEPS:
Just hit the “Apply” button above and you’re half-way home! Or, send your resume to [emailprotected] or call 907-222-7009 and we’ll set up a time to meet! Opti Staffing Group is a locally owned and operated full-service staffing agency that boasts continual growth and innovation. We have six offices located throughout the Pacific Northwest in Alaska, Washington, and Oregon. Our focus is on long-term career placement. Opti is the recruiting partner for some of the country’s leading companies—offering hiring solutions you can’t find anywhere else. Our recruiters will take the time to get to know you, understand what you’re looking for in a job and then present job opportunities that are a good fit for your skills and experience. Meet Your Recruiter
Savanah Foust Apply Now:
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There are currently no related jobs. Please sign up for JobAlerts. Loading... Login to save this search and get notified of similar positions. About Anchorage, AK
Ready to embark on an exciting career journey in Anchorage, Alaska? Explore our job opportunities and discover the endless possibilities for growth and success in this vibrant city. Anchorage, the largest city in the state of Alaska, offers a unique blend of urban amenities and breathtaking natural landscapes. Are you sure you want to apply for this job? Please take a moment to verify your personal information and resume are up-to-date before you apply.
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OPTI STAFFING GROUP IS HIRING Opening: Client Services Associate Location: Pay: $24+ DOE W/ Benefits Step into a career where precision meets purpose! We’re looking for a Client Services Associate to join a respected financial management firm that values professionalism, integrity, and exceptional service. This role is ideal for someone who takes pride in helping clients achieve their goals and enjoys being part of a high-performing, detail-driven team. COMPANY INFO: We’re partnering with a well-established financial management company known for its commitment to excellence, client trust, and long-term stability. Their team provides personalized financial guidance to individuals and businesses, offering a collaborative, professional environment where growth and precision are highly valued. WHAT YOU’LL DO:
Serve as the primary point of contact for clients, providing outstanding service and support Coordinate client meetings, prepare documentation, and ensure all information is accurate and compliant Manage account Updates, maintain records, and assist with financial reporting Collaborate closely with advisors to deliver a seamless client experience Handle sensitive financial information with discretion and professionalism Contribute to process improvements that enhance client satisfaction and office efficiency REQUIREMENTS:
2+ years of experience in client service, finance, banking, or administrative support Strong communication and relationship-building skills Exceptional attention to detail, organization, and accuracy Professional demeanor and ability to maintain confidentiality Proficiency in Microsoft Office and CRM systems (financial software experience preferred) A customer-first mindset and a desire to grow within the financial industry BENEFITS:
Full-time, permanent position Competitive pay with growth opportunities Comprehensive medical, dental, and vision insurance 401(k) with employer match Paid time off, holidays, and professional development support Work in a professional environment that values integrity, precision, and service excellence NEXT STEPS:
Just hit the “Apply” button above and you’re half-way home! Or, send your resume to [emailprotected] or call 907-222-7009 and we’ll set up a time to meet! Opti Staffing Group is a locally owned and operated full-service staffing agency that boasts continual growth and innovation. We have six offices located throughout the Pacific Northwest in Alaska, Washington, and Oregon. Our focus is on long-term career placement. Opti is the recruiting partner for some of the country’s leading companies—offering hiring solutions you can’t find anywhere else. Our recruiters will take the time to get to know you, understand what you’re looking for in a job and then present job opportunities that are a good fit for your skills and experience. Meet Your Recruiter
Savanah Foust Apply Now:
Apply Online Continue with LinkedIn Continue with Facebook Continue with X Show My Resume Fit Apply Online Apply with LinkedIn Apply with Facebook Apply with X Send an email reminder to: Email Address Share This Job:
Login to save this search and get notified of similar positions. Related Jobs:
There are currently no related jobs. Please sign up for JobAlerts. Loading... Login to save this search and get notified of similar positions. About Anchorage, AK
Ready to embark on an exciting career journey in Anchorage, Alaska? Explore our job opportunities and discover the endless possibilities for growth and success in this vibrant city. Anchorage, the largest city in the state of Alaska, offers a unique blend of urban amenities and breathtaking natural landscapes. Are you sure you want to apply for this job? Please take a moment to verify your personal information and resume are up-to-date before you apply.
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