About us
L2 Financial is a small business in Tustin, CA. We are customer-centric, agile, professional and our goal is to treat others how they want to be treated.
Our work environment includes:
- Modern office setting
- Growth opportunities
- Relaxed atmosphere
**Client Services Associate**
**Overview:**
Are you tired of being another cog in the corporate machine? Would you like to see your ideas implemented immediately and make a difference in the way things are done? Do you wish you could work with a team who relies on your insight, analytical depth, and is awed by your productivity and efficiency? Would you like to work for an organization where there is no limit to your professional growth?
We are seeking a Client Services Associate to join our team. The ideal candidate will possess excellent customer service skills. As a Client Services Associate, you will be responsible for managing client relationships and supporting the team. This position offers an exciting opportunity to work in a dynamic environment where you can utilize your communication skills and organizational abilities.
**Responsibilities:**
- Provide exceptional customer service to clients
- Manage customer relationships through effective communication and problem-solving
- Compile and update necessary documents
- Gather meeting notes and complete outstanding items
- Obtain and process client information and transactions
- Create new accounts and maintain client portfolios
- Perform administrative and clerical duties as necessary
**Experience:**
**Required:**
- High school diploma or equivalent
- Strong customer service skills
- Excellent oral and written communication skills
- Detail-oriented and organized
- Proficient in Microsoft Office
**Nice-to-have:**
- Financial services experience
- FINRA Series 7
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Compensation package:
- Bonus opportunities
- Profit sharing
Schedule:
Education:
- High school or equivalent (Required)
Experience:
- Customer service: 3 years (Preferred)
Ability to Commute:
- Tustin, CA 92780 (Required)
Ability to Relocate:
- Tustin, CA 92780: Relocate before starting work (Required)
Work Location: In person