Wealth Client Services Specialist
Hispanic Alliance for Career Enhancement
The Hispanic Alliance for Career Enhancement in Newport Beach seeks a dedicated professional to support wealth advisors and enhance client experiences. This role involves preparing client presentations, conducting market research, and effectively managing client relationships. The ideal candidate has 3–5 years in financial planning, is proficient in relevant software, and demonstrates strong communication and analytical skills. Benefits include health insurance, retirement savings plans, and tuition reimbursement, among others. #J-18808-Ljbffr
Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Newport Beach, CA vacancy
- ...brobstongroup.com - Jobboard is seeking an experienced retail sales associate to provide exceptional client service for luxury handbags in Costa Mesa, California. You will engage customers, offer personalized recommendations, and manage client relationships to drive sales...Suggested
brobstongroup.com - Jobboard
Costa Mesa, CA3 days ago $65k - $150k
...and gain peace of mind. We are seeking a Client Engagement Advisor to meet with prospective... ...the planning process and available services. Communicate the value of working with... ...the following: Financial Services Wealth Management Insurance Professional Services...SuggestedFull timeShoup Legal. A Professional Law Co
Newport Beach, CA19 hours ago$20 - $25 per hour
...unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North... ...community. THE OPPORTUNITY: The Personal Lines Client Service Specialist is responsible for providing exceptional service to our...SuggestedWork at officeLocal areaFlexible hoursHUB International
Newport Beach, CA2 days ago- ...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... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Suggested
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your... ...in a Financial Advisor role or equivalent financial services experience. Demonstrated success in client acquisition,...Suggested
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and...
- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workPart timeLocal area
Dollar Tree
Costa Mesa, CA4 days ago $18 - $19 per hour
...Overview The Client Advisor serves as the primary point of contact for clients, providing exceptional service, guidance, and solutions tailored to their needs. The role involves driving sales, fostering client loyalty, and upholding the brand’s high standards of excellence...Hourly payFlexible hoursAfternoon shiftEarly shiftMarni
Costa Mesa, CA3 days ago$47.84k - $52k
...Client Services Specialist (Temporary Up To 6 Months) BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California...Full timeTemporary workWork at officeLocal areaBanc of California
Santa Ana, CA13 hours ago- ...Job purpose: As a Client Advisor, you are passionate about the world of beauty and cosmetics and ready to become the custodian of the... ...exceed personal KPI objectives by providing outstanding customer service and ensuring the highest standards of sales quality Deliver a...Work at officeFlexible hoursAfternoon shift
Officina Profumo-Farmaceutica di Santa Maria Novella
Costa Mesa, CA5 days ago - ...Banking Relationship Specialist The Banking Relationship Specialist (BRS) is responsible for providing excellent customer service and sales and performing teller transactions for clients at branch locations. This includes functioning as both a Banking Relationship Specialist...Contract workWork at officeImmediate start
Farmers and Merchants Bank of Long Beach
Corona Del Mar, CA3 days ago $100k - $275k
...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...needs, preferences, and overall wealth strategy, being responsive to... ...identify the need for team specialists; collaborate closely with other...Work at officeFlexible hoursShift workDay shiftBank of America
Newport Beach, CA1 day ago$70k - $80k
...Location: US-CA-Newport Beach ID: 2026-1494 Category: Customer Service/Support Position Type: Regular Full-Time Office Model: Hybrid Seniority... ...be responsible for driving long-term success and value for our clients. You will own Customer Success activities across key client...Full timeWork experience placementWork at officeVisa sponsorshipWork visaGreen Street
Newport Beach, CA13 hours ago$20.51 - $27.75 per hour
...where we live and work. The Sales and Service Representative is responsible for... ...Skills: Ability to support team by making client servicing calls, identifying client needs... ...the appropriate branch team members or specialist Adaptability: Has the ability to learn...Hourly payWork at officeImmediate startShift workFirst Citizens Bank
Newport Beach, CA3 days ago- ...Columbia Bank is seeking a Trust Operations Specialist - Client Service to address client questions about investments in private equity, real estate, and private debt. You will analyze complex issues, follow all regulatory requirements, and provide superior service across...
Columbia Banking System
Irvine, CA3 days ago $16.9 - $17.5 per hour
...Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company’s...Hourly payPart timeStart working todayLocal areaWeekend workAfternoon shift- ...career growth potential, and a dynamic work environment. Responsibilities Perform software demonstrations showing potential clients how our product/service works Work collaboratively with management, software development, project management, sales teams, and any other...Full timeInternshipRemote work
EBizCharge
Irvine, CA13 hours ago - ...Veritas Veterinary Partners in Tustin, CA is looking for a Client Experience Representative to manage the front desk and deliver exceptional client service. The role requires creating a welcoming atmosphere for clients, handling billing, and supporting their overall experience...Full time
Veritasvetpartners
Tustin, CA4 days ago $20.54 - $28.2 per hour
Client Service Representative III Location US-CA-Irvine Company Canon U.S.A., Inc. Requisition ID 34039 Category Office Services Position Type Full-Time Workstyle Full-Time On Site About the Role...Hourly payFull timeFor contractorsFor subcontractorCasual workWork at officeLocal areaCanon U.S.A., Inc.
Costa Mesa, CA2 days ago$20 per hour
...Client Service Representative We are looking for a full-time Client Service Representative to join our team at Hearts & Halos in-home pet euthanasia and aftercare services. The ideal candidates will have 2 plus years in the veterinary field. Candidates should be able...Hourly payFull timeMonday to FridayShift workWeekend workDay shiftThrive Pet Healthcare
Huntington Beach, CA4 days ago- ..., building a leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew. Client Services Representative (CSR) The Client Services Representative (CSR) is responsible for supporting direct-to-consumer (DTC) business through...Hourly pay
Travis Mathew
Huntington Beach, CA2 days ago $40k - $70k
...Insurance and Financial Services Position - State Farm Agent Team Member Join to apply for... ...00 1 week ago Long Beach - Relationship Specialist 2 - Full Time - Onsite (So. CA)... ...Relationship Manager - West Coast Based Manager, Client Relationship Support- Newport Beach, CA...Hourly payFull timeFor contractorsState Farm Agent
Huntington Beach, CA3 days ago$47.84k - $52k
...Client Services Specialist (Temporary Up To 6 Months) BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California...Full timeTemporary workWork at officeLocal area- .... At the same time, your compassion and care will ensure every client feels truly seen and supported. Work Schedule: Your work... ...clients in moments of pain and confusion. Confidently explain our services and help clients take the step of signing with our firm....Full timeWork at officeShift work
$26 - $28 per hour
...Overview Your mission will be to deliver personalized premium client experience by demonstrating the expertise with curiosity/humility... ..., solid product knowledge and all other components of customer service through each and every touchpoint Partner with Boutique and...Permanent employmentFull timeTemporary workLocal areaFlexible hoursNight shift- ...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... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...as an integral member of our Commercial Pharmaceutical Sales team by delivering sales results for all of our products as well as services. All of our Pharmaceutical Sales Rep Responsibilities will include, but not be limited to: This direct customer facing role...Local area
Prism Biotech
Newport Beach, CA8 days ago - ...Rudyb Travel is seeking a Remote Travel Customer Service Representative to support clients throughout their travel journey, from booking to post-trip follow-up. This client-facing role emphasizes high-quality, personalized service and requires strong communication skills...Remote work
Rudybtravel
Huntington Beach, CA3 days ago - ...Earn at Home by Taking Polls - Customer Service Representative - Data Entry Clerk - Work from Home & Part Time We are looking for people nationwide to participate in polls - Apply ASAP! We offer you the opportunity to earn extra income from home (teleworking) and...Extra incomePart timeImmediate startWork from home
TowardJobs
Huntington Beach, CA8 days ago $60k - $150k
...established a reputation for innovation, integrity, and customer-centric services. We are expanding rapidly and are looking for talented... ...at Any Norm Reeves Location. Secure Your Future - Build Wealth with 401k Matching Smart Savings, Smart Choices – Section 12...Full timeFlexible hoursNORM REEVES, INC
Huntington Beach, CA8 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
Related searches
- card services representative Newport Beach, CA
- immediate hire customer service representative Newport Beach, CA
- licensed insurance customer service representative Newport Beach, CA
- client service representative Newport Beach, CA
- export customer service representative Newport Beach, CA
- customer solutions specialist Newport Beach, CA
- client service officer Newport Beach, CA
- client solutions specialist Newport Beach, CA
- service agent Newport Beach, CA
- customer service representative data entry Newport Beach, CA