Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Services Associate, Financial Accounts & Onboarding

$45k - $85k

Raymond James

Raymond James in Newport Beach is looking for a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. This role involves onboarding new clients, managing client information, and providing exemplary customer service. The ideal candidate will possess strong communication skills, be detail-oriented, and have at least 1 year of experience in the securities industry. The salary is competitive, with a range of $45,000 to $85,000 annually, depending on experience. #J-18808-Ljbffr Raymond James

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate, Financial Accounts & Onboarding in Newport Beach, CA vacancy
  • $45k - $85k

     ...history and recognition for service and excellence in the Financial Services industry, Raymond...  ...a dynamic Registered Client Service Associate who is a motivated, detail...  ...advisors and branch office. Onboards new clients, opens new client accounts and researches client and... 
    Financial
    Accounts
    Work experience placement
    Work at office

    Raymond James

    Newport Beach, CA
    2 days ago
  • $45k - $85k

    Registered Client Service Associate (Newport Beach, CA)Skip to main contentThis website...  ...service and excellence in the Financial Services industry, Raymond James...  ...financial advisors and branch office.* Onboards new clients, opens new client accounts and researches client and... 
    Financial
    Accounts
    Work experience placement
    Work at office

    Fwainvest

    Newport Beach, CA
    12 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)...  ...questions concerning client accounts, including relaying stock...  ..., eSign, eAuthorization) • Onboard and maintain client accounts... 
    Financial
    Accounts
    Hourly pay
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Newport Beach, CA
    12 hours ago
  • $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... 
    Financial
    Accounts
    Local area

    Oppenheimer & Co. Inc.

    Newport Coast, CA
    2 days ago
  • $16 - $43 per hour

     ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s...  ...questions concerning client accounts, including relaying stock positions...  ...eSign, eAuthorization) • Onboard and maintain client... 
    Financial
    Accounts
    Hourly pay
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Newport Beach, CA
    12 hours ago
  •  ...to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office...  ...service the investment management and financial planning needs of high net worth individuals...  ...alerts including cash management, account updates, trading, etc. and resolves... 
    Financial
    Accounts
    Work at office

    Beacon Pointe

    Newport Beach, CA
    2 days ago
  • $35.36k - $90k

     ...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...  ...investment related questions concerning client accounts, including relaying stock positions and... 
    Financial
    Accounts
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Fountain Valley, CA
    2 days 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... 
    Financial
    Accounts
    Work at office
    Immediate start
    Flexible hours

    Stifel Financial

    Irvine, CA
    4 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...  ...environment. This essential role includes onboarding new clients, processing asset transfers, and... 
    Financial

    Fwainvest

    Newport Beach, CA
    12 hours ago
  •  ...Manufacturing Co is looking for Registered Client Service Associates to provide exceptional service to our clients and support Financial Advisors in Santa Ana, California. The...  ...and assist with various tasks related to account management. Applicants should have strong... 
    Financial
    Accounts

    Dormont Manufacturing Company

    Santa Ana, CA
    13 hours ago
  • $20 - $23 per hour

     ...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...  ...incoming calls (50-200/day), providing clear, friendly help with account and order related inquiries, and booking appointments.... 
    Accounts
    Full time
    Work at office
    Flexible hours

    Stack's Bowers Galleries

    Costa Mesa, CA
    1 day ago
  •  .... in Newport Beach, CA is seeking a Client Operations Manager. This role involves...  ...the portfolio event process, onboarding new accounts, and collaborating with various departments...  ...in client operations within financial services, especially fixed income, along with... 
    Financial
    Accounts

    PIMCO Europe Ltd.

    Newport Beach, CA
    12 hours ago
  • $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... 
    Financial
    Accounts
    Hourly pay
    Full time
    Work at office
    Worldwide
    Flexible hours
    Shift work

    Collectors Universe

    Santa Ana, CA
    3 days ago
  •  ...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, CA
    4 days ago
  • $70k - $80k

     ...Senior Associate, Customer Success As a Senior...  ...success and value for our clients. You will own...  ...including new user onboarding, user support & training...  ...will partner with Account Management to identify...  ...customer success, financial sales/services, relationship management... 
    Financial
    Accounts
    Full time
    Work experience placement
    Visa sponsorship
    Work visa

    Green Street Advisors

    Newport Coast, CA
    3 days ago
  • $35.36k - $90k

    711 MS Smith Barney, LLC is looking for a Client Service Associate to provide exceptional service to clients and support Financial Advisors on a daily basis. You will cultivate and enhance client relationships while assisting with everyday needs. The ideal candidate will... 
    Financial
    Work at office

    711 MS Smith Barney, LLC

    Fountain Valley, CA
    4 days ago
  • $25 - $44 per hour

    Job Description This role provides client service support to potentially multiple Financial Advisors, supporting enterprise strategic objectives, operational excellence...  ...verbal and written communication skills Skills Account Management Client Management Customer and Client... 
    Financial
    Accounts
    Hourly pay
    Seasonal work
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Co

    Newport Beach, CA
    2 days ago
  •  ...Job Title Client Service Senior Associate Job Description Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships...  ...with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts... 
    Financial
    Work experience placement
    Work at office

    JPMorgan Chase

    Irvine, CA
    3 days ago
  •  ...carriers. Kinetic’s service hubs and intake...  ...The company has financial backing from top-...  ...Customer Success Associate at Kinetic plays...  ...process for our clients in the automotive...  ...to-end setup and onboarding process of new customer...  ...to-date customer account records and... 
    Financial
    Accounts
    Contract work
    Flexible hours

    Kinetic Automation Inc.

    Costa Mesa, CA
    1 day 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... 
    Financial
    Accounts
    Work at office

    Thrivent Financial

    Costa Mesa, CA
    2 days ago
  • $50k - $60k

     ...Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this...  ...Track service issues and escalate when necessary Support onboarding and orientation for new clients Maintain a high level of... 
    Work at office

    Alphabe Insight

    Santa Ana, CA
    3 days ago
  •  ...markets and develop world‑class, client‑relevant capabilities. Most...  ...to putting client service first in all they do. We compete...  ...Apella, we do meaningful financial planning with people we genuinely...  ...CRSs being supported by an Account Services Associate (ASA). This is a rare... 
    Financial
    Accounts
    Temporary work
    Work at office
    Remote work
    Flexible hours
    Shift work

    Apella Wealth

    Costa Mesa, CA
    4 days ago
  •  ...At Your Service Center Colleague Macy's is more than just a store. We're a story. One...  ...acquiring new customers by opening credit accounts and sharing loyalty benefits Enjoy...  ...with mental health counseling and legal/financial advice Access the full menu of benefits... 
    Financial
    Accounts
    Full time
    Part time
    All shifts
    Flexible hours
    Shift work
    Night shift
    Afternoon shift

    Macy's

    Newport Beach, CA
    3 days ago
  • $20 - $25 per hour

     ...Personal Lines Client Service Specialist In a rapidly changing world, HUB advises businesses...  .... They work collectively with assigned account managers to provide support in selling...  ..., challenging work environment with financial security and career satisfaction. HUB... 
    Financial
    Accounts
    Work at office
    Local area
    Flexible hours

    Squaremouth

    Newport Coast, CA
    2 days ago
  • $105k - $115k

     ...Account Associate page is loaded## Account Associatelocations: Newport Beach...  ...markets. We invest our clients’ capital across a range of fixed...  ...the core responsibility of servicing PIMCO’s institutional clients...  ...in the Chartered Financial Analyst (CFA) program through... 
    Financial
    Accounts
    Flexible hours
    Shift work

    PIMCO Europe

    Newport Beach, CA
    2 days ago
  • $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 career... 
    Accounts
    Full time
    Work at office
    Local area

    Whittier Trust Company

    Newport Beach, CA
    1 day ago
  •  ...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‑... 
    Financial
    Accounts
    Flexible hours

    First Bank

    Newport Beach, CA
    4 days ago
  • $49.5k - $77k

     ...part of our branch serving financial advisors and our clients.  As a Registered Client Associate, become a trusted resource to...  ...research and resolve problems, onboard new accounts, process and maintain...  ...organizational, and client service skills Attention to detail... 
    Financial
    Accounts
    Full time
    Flexible hours

    Royal Bank of Canada

    Newport Beach, CA
    more than 2 months ago
  • $105k - $115k

     ...Account Associate (AA), Private Client Group PIMCO is a global leader in active fixed income with deep expertise...  ...strong client relationships with financial advisors from largest and most...  ...process, relationship management, and servicing of RIAs within a defined geographic... 
    Financial
    Accounts
    Work experience placement
    Local area
    Flexible hours
    Shift work

    PIMCO

    Newport Coast, CA
    3 days ago
  • Account Manager, Alternatives Investment Specialist...  .... We invest our clients’ capital across a...  ...and Account Associates—who own the...  ...prospecting and onboarding new alternative‑capable...  ...of the evolving financial advisory...  ...experience in financial services in an alternatives... 
    Financial
    Accounts
    Remote work
    Flexible hours

    PIMCO Europe Ltd.

    Newport Beach, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Associate, Financial Accounts & Onboarding. Be the first to apply!