Client Service Associate (II) for a Financial Services Firm
Pocketbook AgencyIrvine, California, United States
Posted October 3, 2025
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Full Time
About the Company
Pocketbook Agency is a boutique recruiting firm recognized by Forbes and Inc. for excellence, specializing in executive support and elite administrative talent across the United States. They source highly skilled professionals—from executive assistants and chief of staff to estate managers, chefs, and butlers—for corporate, high‑net‑worth, and household clients in sectors such as technology, finance, media, and real estate. The firm differentiates itself through a personalized, partnership‑driven approach, leveraging deep industry insight and a vetted national network to deliver precise, discreet placements that align with each client’s unique environment. Their track record of rapid growth and multiple industry awards underscores their commitment to excellence and impact from day one.
Job Description
Seeking a skilled Client Service Associate (Level 2) with a strong background in investment account operations to join the Investment Team of a financial services company.
Requirements
- Establish and maintain new client investment accounts
- Maintain up-to-date and accurate client information across internal systems
- Serve as a primary point of contact for clients
- Assist with special projects and initiatives
Benefits
- Up to $80,000/yearly + bonus
