Strategic Client Service Associate - Financial Accounts
LPL Financial LLC
LPL Financial is seeking a Registered Client Service Associate to provide comprehensive administrative and operational support within the financial advisor's practice. You will help enhance the client experience, manage accounts, and ensure regulatory compliance while delivering timely service. The role requires 3+ years in client-facing financial services, active Series 7 and 66 licenses, and a detail-oriented, collaborative mindset. #J-18808-Ljbffr LPL Financial LLC
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Strategic Client Service Associate - Financial Accounts in Newport Beach, CA vacancy
$20 - $23 per hour
...unparalleled list of services, incomparable customer... ...Galleries provides every client the opportunity to... ...wholesale buying and selling, financial backing, and... ...for a Client Services Associate to join our growing team... ...clear, friendly help with account and order related...FinancialAccountsFull timeWork at officeFlexible hoursgoldminerCRM
Costa Mesa, CA12 hours ago$16.5 - $43.27 per hour
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...related questions concerning client accounts, including relaying stock positions, and providing...FinancialAccountsHourly payTemporary workWork at officeLocal areaMorgan Stanley
Newport Beach, CA3 days ago- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams in Newport Beach, delivering exceptional client service and managing day-to-day account needs. Responsibilities include processing money movements, handling client inquiries...FinancialAccounts
$45k - $85k
Registered Client Service Associate (Newport Beach, CA)Skip to main contentThis website uses cookies... ...for service and excellence in the Financial Services industry, Raymond James is seeking... ...new clients, opens new client accounts and researches client and security information...FinancialAccountsWork experience placementWork at office$34.32k - $90k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...related questions concerning client accounts, including relaying stock positions, and providing...FinancialAccountsTemporary workWork at officeLocal areaDormont Manufacturing Company
Santa Ana, CA12 hours ago$55k - $73k
...strives for a culture that puts its clients and associates first: a culture where... ...immediate supervision, client services associate (registered) assists one or more financial advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety...FinancialAccountsWork at officeImmediate startFlexible hoursStifel Financial
Irvine, CA3 days ago$16.5 - $43.27 per hour
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...related questions concerning client accounts, including relaying stock...FinancialAccountsHourly payTemporary workWork at officeLocal areaMorgan Stanley
Newport Coast, CA3 days ago$28.47 - $47.44 per hour
...the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.... ...Overview As a Registered Client Service Associate, you will provide comprehensive... ...experience, ensuring seamless account management, and upholding compliance...FinancialAccountsHourly payWork at officeMonday to Friday$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment... ...a broad range of activities in the financial services industry, including retail... ...to service the needs of various accounts in order to answer day-to-day questions...FinancialAccountsLocal area$45k - $85k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition... ...for service and excellence in the Financial Services industry, Raymond James is seeking... ...new clients, opens new client accounts and researches client and security information...FinancialAccountsWork experience placementWork at office$28.47 - $47.44 per hour
...the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.... ...Overview: As a Registered Client Service Associate, you will provide comprehensive... ...experience, ensuring seamless account management, and upholding compliance...FinancialAccountsFull timeWork at officeWork from homeMonday to Friday- ...to our Commercial Bank clients. Manage multiple relationships... ...management products and services. As a Client Service Senior Associate in the Commercial Bank,... ..., Presidents, Chief Financial Officers, Treasurers and... ...organizational skills ~ Strategic thinking with the...FinancialWork experience placementWork at office
J.P. Morgan
Irvine, CA13 days ago - Fwainvest in Newport Beach, CA is seeking a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to handle multiple tasks in a fast-paced environment...Financial
$25 - $44 per hour
Job Description This role provides client service support to potentially multiple Financial Advisors, supporting enterprise strategic objectives, operational excellence goals, and... ...and written communication skills Skills Account Management Client Management Customer...FinancialAccountsHourly paySeasonal workWork from homeShift workDay shift$22 per hour
...Client Services Associates / Collectors Concierges Collectors is the leading creator of innovative... ...our employees to support their future financial goals ~ Vacation: All full-time... ...personal information such as your bank account, Social Security numbers or National...FinancialAccountsHourly payFull timeWork at officeWorldwideFlexible hoursShift work- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer... ...concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of...Accounts
TradeJobsWorkforce
Irvine, CA3 days ago $70k - $80k
...Customer Success Associate Location: US-CA-Newport... ...: Customer Service/Support Position... ...and value for our clients. You will own Customer... ...partner with Account Management to... ...customer success, financial sales/services, relationship... ...Ability to think strategically and develop...FinancialAccountsFull timeWork experience placementWork at officeVisa sponsorshipWork visaGreen Street
Newport Beach, CA8 hours ago- ...Commercial Bank clients across the country... ...Client Success Senior Associate within the... ...Officers, Client Service, Implementations,... ...strategies, including accountability to deliver on... ...Contribute to strategic client reviews and... ...one of the oldest financial institutions, offers...FinancialWork experience placementWork at office
J.P. Morgan
Irvine, CA13 days ago $33 - $35 per hour
## Client Service AdministratorApplylocations: CA - Costa Mesatime type: Full timeposted on... ...Administrator is employed by Shields-Cattau Financial Group. This is an in-office position.... ...****Position Roles/Responsibilities/Accountabilities*** Build rapport with clients in...FinancialAccountsWork at officeThrivent Financial
Costa Mesa, CA12 hours ago- ...Registered Wealth Management Client Associate Newport Beach,... ...products and services for individuals, companies... .... Merrill’s Financial Advisors and Wealth Management... ...enterprise strategic objectives, operational... ...skills Skills: Account Management Client...FinancialAccountsSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Newport Beach, CA4 days ago $25 - $45 per hour
...investment products and services for individuals,... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...mindset. Supports enterprise strategic objectives, operational... ...skills. Skills Account Management Client Management...FinancialAccountsHourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Newport Beach, CA1 day ago$20 - $25 per hour
...Personal Lines Client Service Specialist In a rapidly changing world... ...collectively with assigned account managers to provide support... ...work environment that strategically positions our employees for... ...challenging work environment with financial security and career...FinancialAccountsWork at officeLocal areaFlexible hoursHUB International
Newport Coast, CA4 days ago- Experian Health in the United States seeks a Sales Client Executive for Fintech to lead strategic client relationships in Southern CA and... ...teams, and travel as needed to support key accounts. A strong fintech/financial services background is essential. #J-18808-Ljbffr...FinancialAccountsRemote job
- ...called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank... ...Be Doing Expanding current client relationships and building new client... ...relationship with retail store associates. Increasing sales and cross‑...FinancialAccountsFlexible hours
$65k - $90k
...Client Advisory Associate Whittier Trust is the oldest privately owned multi-family office headquartered... ...Coast, providing exceptional client service and highly customized investment... ..., collaboration, performance and accountability, family orientation and long-term...AccountsFull timeWork at officeLocal area$49.5k - $77k
...of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted... ...problems, onboard new accounts, process and maintain... ...organizational, and client service skills Attention... ...achievement of our strategic goals Generates sustainable...FinancialAccountsFull timeFlexible hours$30.16 - $50.26 per hour
...provides trustee & custodian services to sophisticated loan... ...on enhancing overall client experience through... ...trading activity Strategize, recommend, and implement... ...clients including account setup, KYC procedures,... ...customers with guidance and financial solutions, leading our...FinancialAccountsHourly payWork experience placementWork at officeFlexible hours$72k - $75k
...provides excellent service, upscale... ...with ease. As an associate at the Costa Mesa... ...YesOverviewManage catering accounts to achieve guest... ...with existing clients, and ensuring all... ...metrics to achieve financial targets.Apply... ...pricing to inform strategic business plans.Sell...FinancialAccountsTemporary workShift workMarriott Costa Mesa
Costa Mesa, CA12 hours ago$25 - $45 per hour
...investment products and services for individuals,... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...supporting enterprise strategic objectives, operational... ...communication skills Skills: Account Management Client Management...FinancialAccountsHourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- ...Global Capital Markets trust administration for high net-worth clients. The role involves overseeing client relationships, assisting in... ..., and fostering connections with internal and external service partners. The ideal candidate will have a minimum of 4 years’ combined...Work experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Client Service Associate - Financial Accounts. Be the first to apply!
Related searches
- registered client associate Newport Beach, CA
- service consultant Newport Beach, CA
- service delivery associate Newport Beach, CA
- public service officer Newport Beach, CA
- service worker Newport Beach, CA
- transaction services specialist Newport Beach, CA
- food service officer Newport Beach, CA
- office service associate Newport Beach, CA
- services specialist Newport Beach, CA
- office services specialist Newport Beach, CA