Location
Escondido, CA, United States
Posted
July 04, 2026
Job Description
Description
Build Meaningful Client Relationships with a Company That Values Exceptional Service
A growing financial services organization is seeking a Client Service Representative to provide high-touch support to clients while assisting advisors and internal teams with daily operations. This position is ideal for someone who enjoys building relationships, managing multiple priorities, and delivering an outstanding client experience.
The successful candidate will serve as a key point of contact and help ensure every client interaction is handled with professionalism and care.
Responsibilities
Client Relations
+ Welcome clients and provide exceptional customer service by phone, email, and in person
+ Coordinate appointments and maintain advisor calendars
+ Assist clients with account documentation and service requests
+ Follow up on outstanding items and ensure timely resolution
+ Build strong, long-te...
Build Meaningful Client Relationships with a Company That Values Exceptional Service
A growing financial services organization is seeking a Client Service Representative to provide high-touch support to clients while assisting advisors and internal teams with daily operations. This position is ideal for someone who enjoys building relationships, managing multiple priorities, and delivering an outstanding client experience.
The successful candidate will serve as a key point of contact and help ensure every client interaction is handled with professionalism and care.
Responsibilities
Client Relations
+ Welcome clients and provide exceptional customer service by phone, email, and in person
+ Coordinate appointments and maintain advisor calendars
+ Assist clients with account documentation and service requests
+ Follow up on outstanding items and ensure timely resolution
+ Build strong, long-te...