Are you a client-focused professional with a passion for delivering exceptional service? We’re looking for a Client Services Associate to join our growing team in Del Mar, supporting a financial advisor. This is a dynamic role ideal for someone who thrives in a fast-paced, relationship-driven environment.

ABOUT STRATOS WEALTH PARTNERS

At Stratos, we empower our advisors to stay focused on what matters most: supporting our clients’ financial goals. Through our collaborative network, we offer access to in-house teams of CPAs, CFP® professionals, and attorneys who provide expert guidance in estate and tax planning, investment strategy, and insurance services. We serve individuals, families, and businesses seeking a personalized, concierge-level approach.

QUALIFICATIONS

• 2+ years in a client service or support role (financial services, legal, or banking preferred).
• Proficient in Microsoft Office Suite and CRM systems.
• Entry-level understanding of investment products, financial markets, and industry regulations.

WHAT YOU’LL DO

As a Client Services Associate, you’ll be a vital part of the client experience, supporting both day-to-day operations and long-term business goals. Key responsibilities include:

• Serve as the primary point of contact for client inquiries and account support.
• Schedule and coordinate meetings between clients and advisors.
• Manage operational workflows to ensure smooth business processes.
• Maintain strong client relationships and support business development efforts.
• Collaborate with advisors on setting and achieving strategic quarterly and annual goals.

You’re a proactive team player who brings energy, precision, and care to everything you do. You’ll succeed in this role if you’re:

• Detail-oriented with strong organizational and time-management skills.
• An excellent communicator who builds trust with clients and team members.
• A critical thinker who anticipates needs and solves problems with ease.
• Comfortable handling multiple priorities in a high-touch, client-centric environment