Client Service Associate

Job overview

The Client Service Associate role is onsite in Los Angeles, California. The salary range is $71,600–$101,600 per year. The position is with First Foundation Advisors, which provides wealth management, investment advisory, and financial planning services. The associate supports client relationships through account administration, transaction processing, and service requests. The role helps the advisory team deliver timely, high-touch service throughout the client lifecycle and maintain accurate client records and follow-up.

What you'll do

• Coordinate meetings, conferences, and events
• perform administrative tasks and prepare materials
• communicate with clients about signatures, documentation, online access, and account inquiries
• prepare portfolio reviews
• maintain client service records, CRM contacts, pipeline reports, and client files
• coordinate prospect and client follow-up
• assist with account opening and asset transfers
• prepare expense reports
• cover reception as needed.

What we're looking for

Skills & competencies

client service associate

los angeles ca

first foundation advisors

wealth management

client support

account administration

financial planning

crm

$71.6k–$101.6k/year

full-time

401(k) match

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with 6% match, health, dental, and vision insurance, company-paid life insurance, tuition and fitness reimbursement, paid time off, volunteer leave, paid holidays, and additional associate perks.

Why this role

The posting identifies First Foundation Advisors as the employing organization and requires three to five years of related experience.

About the employer

Sunflower Bank, N.A. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.