Client Services Associate, Financial Accounts & Onboarding
$45k - $85kRaymond 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
$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...FinancialAccountsWork experience placementWork at office$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...FinancialAccountsWork experience placementWork at office$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...FinancialAccountsHourly payFull timeTemporary workWork at officeLocal area$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$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...FinancialAccountsHourly payFull timeTemporary workWork at officeLocal area- ...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...FinancialAccountsWork at office
$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...FinancialAccountsWork at officeLocal area$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 hours- 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
- ...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...FinancialAccounts
$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....AccountsFull timeWork at officeFlexible hours- .... 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...FinancialAccounts
$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
$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...FinancialAccountsFull timeWork experience placementVisa sponsorshipWork visa$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...FinancialWork at office$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...FinancialAccountsHourly paySeasonal workWork from homeShift workDay shift- ...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...FinancialWork experience placementWork at office
- ...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...FinancialAccountsContract workFlexible hours
$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 office$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- ...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...FinancialAccountsTemporary workWork at officeRemote workFlexible hoursShift work
- ...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...FinancialAccountsFull timePart timeAll shiftsFlexible hoursShift workNight shiftAfternoon shift
$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...FinancialAccountsWork at officeLocal areaFlexible hours$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...FinancialAccountsFlexible hoursShift work$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...AccountsFull timeWork at officeLocal area- ...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
$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...FinancialAccountsFull timeFlexible hours$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...FinancialAccountsWork experience placementLocal areaFlexible hoursShift work- 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...FinancialAccountsRemote workFlexible hours
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