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Client Services Assistant

Carlsbad, CA

Order: 78615

Creating value by bringing together the right people to achieve results is our motto. Our clients and employees say they choose to work with us because of how we work with them - with service that exceeds their expectations and a personal commitment to their success.


Our client, an investment consulting firm, is looking for a Client Service Assistant. Great opportunity for recent college grads.



  • Prepare client-ready reports, edit, print, bind and distribute client quarterly reviews

  • Provide administrative support to investment, operations and systems staffs as needed

  • Provide backup for the receptionist, answer and screening in-coming calls, greets visitors, mail and fax distribution

  • Maximize company productivity through use of appropriate software applications

  • Any other duties that may be assigned



  • Bachelors Degree

  • Excellent customer service skills

  • Experience with receptionist duties

  • Positive Attitude, project management mindset, great attention to details

  • Excellent communication skills via phone, in person and email

  • Proficient in Microsoft Word, Excel, PowerPoint, Outlook etc.


If you would like to apply, please send all resumes to me.


Danielle Stewart



Email: danielle.stewart@suna.com


NOTE: Candidates that are offered a position are required to pass pre-employment drug and background screening. Qualified candidates with criminal histories, are considered in a manner that is consistent with local, state and federal laws.