Financial Services Client Support Specialist
Raymond James
Raymond James is seeking a Client Service Associate in Newport Beach, CA to support Financial Advisors and clients with high‑touch administrative tasks. The role requires strong communication, meticulous organization, and the ability to manage multiple tasks in a fast-paced environment. The successful candidate will open client accounts, process transactions, and assist with marketing activities and reporting, while maintaining compliant documentation and strong client service standards. #J-18808-Ljbffr Raymond James
- Raymond James is seeking a detail-oriented Client Service Associate to support financial advisors and clients in a fast-paced branch environment. You will handle scheduling, communications, account setup, and reporting to ensure high-quality service and client satisfaction...Suggested
- Raymond James & Associates is seeking a dynamic Client Service Associate to support Financial Advisors and serve clients with high-quality administrative assistance. The role requires effective communication across multiple channels and the ability to manage multiple tasks...Suggested
- Moby Young - State Farm Agent is seeking a Customer Service Representative to join our team. You will deliver exceptional service, answer... ...(k), matching, paid time off, bonuses, and development opportunities. #J-18808-Ljbffr Moby Young Insurance and Financial Services, Inc.Suggested
$45.1k - $85.6k
...GENERAL FUNCTION: The Licensed Investment Support Specialist II provides office management support... ..., and existing and potential clients. Provide guidance to the banking center... ...(5) years of brokerage or related financial services experience. Excellent understanding...SuggestedFull timeWork at office- A financial services firm in Newport Beach is seeking a Client Service Associate to provide exceptional support to Financial Advisors and clients. The successful candidate will build strong relationships, answer queries, and manage transactions efficiently. Candidates with...Suggested
- ...FBT Gibbons LLP is seeking a Legal Support Assistant to join the Client Support Team, providing high-quality administrative and legal support to attorneys and colleagues in a collaborative environment. The ideal candidate has an associate or bachelor's degree and experience...Work at office
- ...hydroponic systems for commercial and enterprise clients - and we handle every step in-house:... ..., contracting and construction, servicing and maintenance. We are a licensed C-10... ...tools every day to work faster. You will support deal flow directly (proposals, quotes, customer...Contract workFor contractorsInternship
- ...Japanese Bilingual Sales Support Specialist Location: Costa Mesa, CA (Hybrid) Classification... ...primary, seamless link between domestic clients, US sales executives, and suppliers in... ...clients and global vendors, handling routine service requests and logistics tracking with...Full timeFor contractorsWork at officeLocal areaRemote work
- DABS, Inc. provides comprehensive skills training and supported living services to adults with intellectual and developmental disabilities. We are seeking DSP/Personal Attendant to deliver individualized supervision and hands-on support in daily living within home and community...
- Acuity Inc. is seeking a Technical Support Specialist II to deliver regional technical support for Q-SYS products across North America and Canada. The role focuses on diagnostics for AV&C systems, live sound, and networked solutions, with a strong emphasis on customer...
- DABS, Inc. in Huntington Beach, CA is seeking compassionate DSP/Personal Attendant to support adults with developmental disabilities in home and community settings. You will provide individualized supervision to ensure health and safety, with hands-on assistance for ADLs...Hourly payWeekly pay
- French Florist is seeking a motivated Driver & Shop Assistant to join our Los Angeles team. You will deliver floral arrangements using your own vehicle and assist the design staff in the shop. The role is hands-on, fast-paced, and requires physical activity. The position...Full timeWeekend work
- A community college district in Costa Mesa seeks non-academic short-term support employees to assist regular staff with a variety of temporary tasks. These at-will positions may have flexible work hours up to 19 per week and are not eligible for benefits. Responsibilities...Temporary workFlexible hours
$45.9k - $68.84k
...provide our residents with exceptional service and to positively impact the local... ...stakeholders. The National Account Support Specialist is responsible for managing the collections... ...process for any resident who has not financially met the terms of their lease agreement...Contract workWork at officeLocal area- ...Cryptologic Technician Networks, and Intelligence Specialists keep the Fleet connected, informed, and... ...servers, and communication systems that support naval operations; as a Cryptologic... ...eligibility, and Navy needs; in service conversion opportunities for qualified Sailors...ApprenticeshipWorldwideShift work
$6,000 per month
...Description Location: Huntington Beach, CA Department: IT Support / End-User Services Work Type: On-site, 5 days per week Working Hours: 8:30... ...month DOE Contract: 6-month minimum; extension available IT Specialist Job Posting Description Position Summary The IT...Contract work$40k - $70k
Insurance and Financial Services Position - State Farm Agent Team Member Join to apply for... ...week ago Long Beach - Relationship Specialist 2 - Full Time - Onsite (So. CA)... ...Manager - West Coast Based Manager, Client Relationship Support- Newport Beach, CA Relationship Banker...Hourly payFull timeFor contractors$70k - $100k
...high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to... ...service teams and marketing specialists to deliver comprehensive proposals... ...: New advisors begin in a supported compensation phase that...Immediate startFlexible hours- Irvine Company is seeking an administrative professional to support leasing operations and general office tasks in Southern California. The role involves handling inquiries, preparing rental paperwork, maintaining files and coordinating with management and maintenance teams...Work at office
- Clever Care Health Plan is seeking a Broker Support Specialist to back the broker channel and growth strategy in California. This role supports independent broker partners, agencies, and field marketing organizations with contracting, onboarding, commissions, enrollment...
- ...Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through...For contractorsWork at office
- ...This is a full-time on-site position at our client in Laguna Niguel, requires regular work... ...Beach *** CAL IT Group is a growing full-service Managed Services Provider (MSP) currently seeking a Technical Support Specialist primarily supporting one of our clients in...Remote jobFull timeCasual workWork at office
- IT Support Specialist - Mac & M365 Environment Contract We are seeking a proactive and detail-oriented IT Support Specialist with strong... ...Mostly provide MacBook device installation and/or uninstallation services. Support and administer Microsoft 365 applications,...Contract work
- The Consortium of Jewish Day Schools is seeking an IT Support Specialist & Digital Citizenship Educator to maintain our tech infrastructure and deliver a robust digital citizenship curriculum for Elementary and Middle School students. In this dual-role, you will support...
- QSC, part of Acuity Intelligent Spaces, is seeking a Technical Support Specialist II to deliver regional technical support for Q-SYS across North America and Canada. The role emphasizes diagnostics across audio, video, networking, and third‑party control integrations,...
- A community college district in California is seeking a non-academic short-term support employee to provide temporary administrative assistance to departments. Candidates should have basic knowledge and experience relevant to the position. The role requires flexibility,...Temporary work
- SBT Global, Inc. is seeking an IT Support Specialist to maintain a Mac & M365 environment in a corporate setting. You will provide day-to-day end-user computing support, deploy MacBooks, and manage device security and lifecycle. You will work with Kandji/Jamf/Intune to...Contract 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...- ...Medical Support Specialist II Medical Support Specialist Join the transformative team at City of Hope, where we're changing lives and making... ...and knowledge necessary to deliver specific patient care services to both oncology and non-oncology patients at the direction...Work experience placementShift work
- ...agency Requirements Interest in marketing products and services based on customer needs Excellent interpersonal skills Excellent... ...their dreams. We help customers with their insurance and financial services needs, including Business Insurance. Our office is...Hourly payPart timeFor contractorsWork at office
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