Wealth Management Client Services Specialist
711 MS Smith Barney, LLC
Morgan Stanley is seeking a Client Service Associate in Newport Beach, CA to support Financial Advisors and Private Wealth Advisors in building trusted client relationships and delivering outstanding service. You will handle money movements, answer client questions, manage calendars, assist with travel and expense reports, and help clients use digital tools. Strong MS Office skills and excellent written and interpersonal abilities are essential. #J-18808-Ljbffr 711 MS Smith Barney, LLC
- LPL Financial in Newport Beach, CA, seeks a Registered Client Service Associate to provide administrative and operational support within a wealth management practice. You will help enhance the client experience, manage accounts, and ensure compliance while coordinating...SuggestedWork at officeMonday to Friday
- ...J.P. Morgan Chase, a leader in private wealth management, seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions... ...build strong client relationships, provide advisory services, and collaborate with partners to expand the client...Suggested
- A financial services firm in Newport Beach is seeking a Client Service Associate to provide exceptional support to Financial Advisors and clients. The successful... ...will build strong relationships, answer queries, and manage transactions efficiently. Candidates with a high...Suggested
- ...make a meaningful impact—for clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role... ...entry point into the financial services industry, offering hands‑on... ...interaction, exposure to wealth management services, and a clear path for...SuggestedFlexible hours
$34.5 - $50.5 per hour
...across 26 offices, we support clients ranging from large... ...geographies to deliver excellent service to our clients, colleagues, and... ...currently seeking a Family Office Specialist to provide high level... ...entities. This role involves managing a broad range of personal and...SuggestedHourly payTemporary workWork at office$120k - $135k
...private markets. We invest our clients' capital across a range of fixed... ...portfolios. As a Client Operations Specialist, you will closely partner with client management and work cross-functionally to... ...including Client Management, Client Servicing, Portfolio Management, Product...Flexible hoursShift work- ...relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As... ...provides full-service payment processing solutions to its clients and serves the Community Association Management industry...Temporary workWork at officeLocal area
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...the first contact for accident victims, empathetically guiding them to contract with our firm and coordinating with legal and client service teams for smooth handoffs. We offer a base pay with performance bonuses, full benefits, paid holidays and PTO, and a 401(k)...Contract workShift workWeekend work
- Title: Customer Service Rep Job Description: Job Overview The Customer Service Representative... ...Talk with lead, supervisor, co-workers, managers, and customers in a professional manner... ...evolving processes, we ensure that our clients experience unmatched service excellence...Hourly payMonday to FridayShift work
- Evolving Solution Services is seeking a Client Experience Coordinator in Costa Mesa, CA. This full-time role acts as the primary contact for clients, greeting them, scheduling, answering service questions, and guiding next steps per medical team. You will educate clients...Full time
- ...Raymond James Financial, Inc. is seeking a Registered Client Service Associate to support financial advisors, prospective and existing clients... ...support, multi-platform communication, and efficient task management in a fast-paced environment. The position involves onboarding...
- Stack’s Bowers Galleries in Costa Mesa, CA seeks a Client Services Associate to be the friendly voice of our company. You’ll handle incoming calls, emails, and in-person inquiries, keep calendars, process documents, and help with packaging and shipping while ensuring on...Work at office
- ...organized prep areas, and create attractive displays that delight our customers. You'll also assist with inventory management, restocking, and customer service. This role is active and fast-paced, ideal for someone who enjoys working with food, has a positive attitude,...Minimum wageLocal area
$22 - $23 per hour
...Coast Plaza Boutique opened in 1997 and focuses on providing extraordinary service to clients as a part of the Pacific West Region. This position will report to a member of the store management team and will work collaboratively with the sales team and selling support...Hourly payTemporary workSeasonal workWork at office- ...Talbots in Costa Mesa, CA is seeking a part-time Sales Associate to deliver exceptional customer service and drive store performance. You will engage with customers, share fashion insights, and contribute to a welcoming shopping experience. The role requires strong...Part timeWeekend workAfternoon shift
- TravisMathew is seeking a Client Services Representative to support direct-to-consumer operations and enhance service levels. The role focuses on handling daily customer communications, processing requests, and coordinating with other teams to resolve issues, including...
- TravisMathew is a premium apparel brand inspired by Southern California, seeking a Client Services Representative to support our direct-to-consumer business. You will handle daily service communications by phone and email, resolve inquiries, and liaise with cross-functional...
- ...enhance our business operations. In this vital role, you will build client relationships and serve as a link between customer needs and... ...sales through meaningful interactions and a dedication to service. A friendly demeanor and sales mindset will be essential for your...Remote work
$50.1k - $82.8k
A leading financial institution is seeking a Client Delivery Associate in Newport Beach, CA. The role entails providing exceptional operational service support and resolving client issues effectively. Candidates should possess 2-3 years of relevant experience, preferably...$19.7 - $23.17 per hour
...needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the Store’... ...of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage...Hourly payMinimum wageContract workWork at officeLocal areaShift work$90k - $110k
...excellent opportunity for a Client Account Coordinator with a focus... ...and will be responsible for managing the assigned clients and... ...providing a high level of customer service to the Firm’s attorneys,... ...Collections and coordinating with AR specialists with an added emphasis to...Full timeWork at office- ...BeachDo you?Provide excellent Customer Service?Love your Community?Love Food?Join our Smart... ...small group situations to customers, clients, and other employees of the organization... ...brought...Basic PC/Outlook skillsRetail Management CertificateThe OpportunityThe Part-time...Part time
- ...courtesy. You will answer phones, provide information on hotel services, and assist guests throughout their stay at our Costa Mesa... ..., promoting room upgrades, handling safes, and communicating guest needs to management for seamless service recovery. #J-18808-LjbffrNight shift
- ...luxury sales professional dedicated to delivering exceptional client service and building lasting relationships in a fast-paced... ...years of experience preferred. Reporting to the Boutique Manager, you will drive High Jewelry sales, attend community events,...
- ...to the store’s sales performance. You will promote the brand image, provide elevated client experiences, and support loyalty through expert product knowledge and personalized service. You will collaborate with the team to meet department and store objectives, stay current...
- ...and a dynamic work environment.Responsibilities:Perform software demonstrations showing potential clients how our product/service worksWork collaboratively with management, software development, project management, sales teams, and any other members of various departmentsAssist...InternshipRemote work
$18 - $20 per hour
...and fewer barriers. Passionate about pets and providing exemplary customer service and exceptional patient care, Join our team!Job Summary: The Veterinary Client Service Representative (CSR) manages the front desk of the practice, providing patient and client support,...Part timeWork experience placement$17.2 - $23.37 per hour
...delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction.Your Impact- Promptly... ...or customer concerns. - Promptly reviews and responds to management and client requests via emails, phone calls, text messages and verbal....Hourly payFull timeFor contractorsFor subcontractorCasual workWork at officeLocal area
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