Wealth Advisory Client Services Associate
Raymond James Financial
Raymond James Financial in Newport Beach, CA, is seeking a Registered Client Service Associate for a full‑time, on‑site role to deliver exceptional client service and support financial advisors. You will handle inquiries, assist with opening and maintaining client accounts, and collaborate with advisor teams in a fast‑moving environment. Competitive hourly pay and growth opportunities are offered within a client‑focused team culture. #J-18808-Ljbffr Raymond James Financial
$25 - $45 per hour
...Job Description Merrill Wealth Management is a leading provider... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...relationship with their advisory team committed to their needs...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Purpose The purpose of the Sr. Client Service Associate role is to provide exceptional client service... ...office. This position supports Vance Wealth’s commitment to excellence by ensuring... ...Is Not A financial planning or lead advisory role Primarily responsible for preparing...SuggestedWork at office
- 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...Suggested
- 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...Suggested
- ...Wealth Management Client Associate Irvine, California To proceed with your application, you must be... ...management and investment products and services for individuals, companies, and... ...a personal relationship with their advisory team committed to their needs. We believe...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$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. Through regular interactions with clients, individuals in this role build trusted relationships...Hourly payTemporary workWork at officeLocal area$28.47 - $47.44 per hour
...Registered Client Service Associate Where ambition meets innovation Build a career that matches all... ...broad range of financial planning and wealth management needs. Responsibilities: Serve... ...$2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million...Work at officeWork from home$25 - $44 per hour
Job Description This role provides client service support to potentially multiple Financial Advisors, supporting enterprise strategic objectives... ...Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services...Hourly paySeasonal workWork from homeShift workDay shift$50k - $60k
...middle-market investment bank and full service broker-dealer. With roots tracing back... ...making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in...Local area$65k - $85k
...Rand Group is an award-winning financial services firm providing a broad scope of personalized... ...nationwide. The company’s distinct wealth management brand applies to a true fiduciary... ...families, small businesses, and corporate clients. These services include financial...Full timeInternshipMonday to FridayFlexible hours$16.5 - $43.27 per hour
Last updated: 5 days ago Position: Registered Client Service Associate - Full‑time Hourly Pay: $16.50-$43.27 Responsibilities Provide exceptional... ...clients. Support Financial Advisor(s) (FAs) and Private Wealth Advisor(s) (PWAs) and their teams. Respond to customer...Hourly payFull time- ...Chase & Co. is searching for a Private Client Investment Associate in Huntington Beach, CA. The role focuses on providing exceptional client service and operational support to Private... ...client relationships and assisting with wealth planning. The ideal candidate will need...
- ...Position At J.P. Morgan Chase, we are dedicated to delivering extraordinary customer service while supporting our diverse workforce. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing, and...
$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. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$20 - $23 per hour
...person who loves solving problems, helping others, and staying organized in a fast-paced environment? We’re looking for a Client Services Associate to join our growing team and be the friendly, helpful voice of our company. This is a great role for someone who’s detail-...Full timeWork at officeFlexible hours- 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...
$55.3k - $74k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...Under immediate supervision, client services associate (registered) assists one or... ...thinking like a start-up. We are a global wealth management and investment banking firm...Work at officeImmediate startFlexible hours$45k - $85k
Registered Client Service Associate (Newport Beach, CA)Skip to main contentThis website uses cookies to ensure you get the best experience on our website. By clicking ‘Accept’, you accept all cookies by default and exit the banner. If you choose Decline, site functionality...Work experience placementWork at office$50k - $60k
Oppenheimer & Co. Inc. in Newport Beach, CA is seeking a Client Service Associate to provide exceptional service to clients and financial advisors. Responsibilities include answering inquiries, producing analytical reports, and managing client relationships. The ideal...$22.07 per hour
...Maintenance Inspector Department Police Department Division Support Services Salary $22.07/hr (approx) - $45,897/year Closing Date Until... .... Education High School diploma or equivalent required. Associate’s degree in a related field preferred. Drug Screening and...Full timeWork at officeNight shift- Dormont Manufacturing Co is seeking a proactive individual for a client service support role in Newport Beach. The position demands a strong focus on client advocacy, operational excellence principles, and team collaboration to address client needs effectively. Candidates...
- ...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
- Stack's Bowers Galleries is hiring a Client Services Associate in Costa Mesa, CA, to be the friendly voice of the company and ensure client satisfaction. This on-site role requires excellent communication, organization, and a problem-solving mindset as you handle calls,...
- ...DESCRIPTION Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to... ...complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client...Work experience placementWork at office
$60k - $77k
UBS in Newport Beach is seeking an organized individual for a full-time role focused on client service within the finance sector. Responsibilities include cash management, client interaction, and partnership building with financial advisors. The ideal candidate has a Bachelor...Full time- ...Chase, 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... ...and assisting the Advisors with ongoing wealth planning for clients and referral source...
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
$21.75 - $44.5 per hour
...history, delivering excellent service through innovation has been a... ...industry.Job Description:The Client Engagement Specialist (CES)... ...applicable geographic differential associated with the location at which... ...reach their goals with tax, advisory, risk and performance...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift work- ...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the life... ...personal relationship with their advisory team committed to their needs...Seasonal workWork at officeWork from homeShift workDay shift
$50k - $60k
...Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent support, resolving issues efficiently,...Work at office
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