Client Service Associate
Stifel Financial
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Associate, Service, Processing, Branch Manager, Retail, Client
Vacancy posted 2 days ago
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$22 - $24 per hour
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Newport Beach, CA2 days 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) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedHourly payTemporary workWork at officeLocal areaMorgan Stanley
Newport Beach, CA2 days ago$65k - $85k
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Newport Beach, CA1 day ago$28.47 - $47.44 per hour
...you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.Job Overview:As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the...SuggestedWork at officeWork from homeMonday to FridayLPL Financial
Newport Beach, CA1 day ago- ...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...
Morgan Stanley
Newport Beach, CA2 days ago $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 areaPowerToFly
Newport Beach, CA4 days ago$25.99 - $47 per hour
Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role provides operational and sales support to multiple Financial Consultants (FCs) across retail, high‑net‑worth, or institutional accounts, and assists with office initiatives. Position...Hourly payWork at officeRemote workMonday to Friday- ...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
J.P. Morgan
Irvine, CA22 days ago - ...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...
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Irvine, CA4 days ago $16.5 - $43.27 per hour
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Newport Coast, CA2 days ago$50k - $60k
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Santa Ana, CA7 hours ago$55.3k - $74k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, client services associate (registered) assists one or more financial advisor...Work at officeImmediate startFlexible hours- ...Job Title Client Service Associate Job Description Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management...Work experience placementWork at office
$50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Newport Beach, CA....Local area$25 - $45 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Newport Beach, CA14 hours ago$60k - $77k
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Newport Beach, CA2 days ago- ...Registered Wealth Management Client Associate Newport Beach, California To proceed with your application, you must be at least 18 years... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Newport Beach, CA3 days ago $21.75 - $44.5 per hour
...our 80-year history, delivering excellent service through innovation has been a core part... ...of our industry.Job Description:The Client Engagement Specialist (CES) plays a pivotal... ...the applicable geographic differential associated with the location at which the position...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift workCrowe Global
Costa Mesa, CA3 days ago$17.88 - $24.28 per hour
...marketing, packaging, print, and business services to the world's most respected brands. The... ..., 8:00am - 5:00pm The Office Service Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited...Hourly payWork at officeMonday to FridayShift workR.R. Donnelley
Newport Beach, CA3 days ago$220k - $262.5k
...County office has an opportunity for an Associate to join the firm’s employment litigation... ...practice. The attorney will focus on defending clients in single and multi‑plaintiff employment... ...legal excellence and responsive client service. Unlike many other firms, we provide our...Work at officeFlexible hoursOgletree Deakins
Costa Mesa, CA14 hours ago$56k - $110k
...Luminate Wealth Management & Insurance Services, Northwestern Mutual Orange County What... ...planning team. You have a passion for helping clients achieve their goals and are constantly... ...are three career levels for Service Associate within Luminate. Advancement through the...Work experience placementNorthwestern Mutual
Irvine, CA2 days ago$23.5 per hour
...marketing, packaging, print, and business services to the world's most respected brands. The... ...summary The Office Services Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited...Hourly payWork at officeMonday to FridayShift workR.R. Donnelley
Newport Beach, CA3 days ago- ...Your role We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings...Work at officeFlexible hours
UBS
Seal Beach, CA1 day ago $25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Newport Coast, CA1 day ago$125k
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Newport Beach, CA26 days ago$65k - $75k
...Responsibilities keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service...Full timeWork at officeUBS
Seal Beach, CA4 days ago- ...Client Care Associate Homelessness is the largest social and public health crisis in California. Illumination Health + Home is a growing... ...cycle of homelessness by providing targeted, interdisciplinary services in our recuperative care centers, emergency shelters,...Immediate startMonday to Friday
Illumination Health + Home
Santa Ana, CA10 days ago - ...environment. Responsibilities: Respond to a high volume of client inquiries via phone, email, and support tickets in a timely and... ...first-level support for client issues related to products and services. Document client interactions, issues, resolutions, and follow-...Full timeInternshipFlexible hours
EBizCharge
Irvine, CA6 days ago $70k - $80k
...Senior Customer Success Associate Location: US-CA-Newport Beach ID: 2026-1494 Category: Customer Service/Support Position Type: Regular Full-Time Office Model: Hybrid Seniority... ...driving long-term success and value for our clients. You will own Customer Success activities...Full timeWork experience placementWork at officeVisa sponsorshipWork visaGreen Street
Newport Beach, CA4 days ago
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