Client Services Associate
$22 - $24 per hourStack's Bowers Galleries
Are you a people person who loves solving problems, helping others, and staying 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 of our company. Essential Job Duties/Responsibilities Answer and route incoming calls (50-200/day), providing clear, friendly help with account and order related inquiries, and booking appointments. Respond to emails and in-person inquiries with empathy and professionalism. Keep calendars and conference room schedules up to date. Process and send documents, mailings, and office supply orders. Help with packaging and shipping items—and checking that deliveries arrive on time. Support the office team with various admin tasks (filing, organizing, logging requests, formatting documents). Help customers understand our services, products, and promotions. Track and follow up on customer questions, concerns, or complaints. Represent the company at trade shows when needed. Essential functions will be performed in the Corporate Headquarters secondary building but will also extend into all public areas of the building including but not limited to the copy room, various conference rooms, break room, library, studio, shipping room and supply rooms. In addition to the secondary corporate headquarters building, some job duties will be performed in a primary building within the same property. Required Skills/Proficiencies Strong communicator and active listener Friendly, professional, and approachable demeanor Comfortable with Microsoft Office (Outlook, Word & Excel) Organized and self-motivated 1-2 years of customer service experience preferred Associate’s degree a plus—but not required Previous sales experience helpful but not necessary Full-Time | $22.00 - $24.00/hr | On-site - Costa Mesa, CA Perks & Benefits Health, vision, dental, and life insurance 401(k) with company match Paid vacation & holidays Flexible spending and health savings accounts Employee Assistance Program Room to grow, learn, and make a real impact You’ll join a collaborative and supportive team in a company that values great service, teamwork, and attention to detail. Whether you're answering phones or prepping for a trade show, your work matters and is seen. Equal Opportunity Employer. Candidates must be authorized to work in U.S. Thorough background check. This is a full-time position. No recruiters. #J-18808-Ljbffr Stack's Bowers Galleries
$33.28k - $85k
...Registered Client Service Associate 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...SuggestedTemporary workWork at officeLocal area$64.1k - $88.1k
Registered Client Service Associate### Registered Client Service AssociateApply: On-Site: Newport Beach, California: Full time: Posted Yesterday: End Date: December 3, 2026 (28 days left to apply): R26\\_4397**About Our Company**We’re a diversified financial services leader...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- Morgan Stanley in Newport Beach, CA seeks a Registered Client Service Associate to support Financial Advisors and client relationships in a fast-paced, client-first environment. You will handle everyday requests, digital tool onboarding, and clerical account tasks to ensure...Suggested
$45k - $85k
Registered Client Service Associate (Newport Beach, CA)Skip to main contentThis website uses cookies to ensure you get the best experience on our website. By clicking ‘Accept’, you accept all cookies by default and exit the banner. If you choose Decline, site functionality...SuggestedWork experience placementWork at office$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...SuggestedTemporary workWork at officeLocal area- Job Description We are seeking a Senior Client Service Associate for our Newport Beach, CA office who will deliver a high level of service to clients and serve as a trusted liaison among clients, Wealth Advisors, and custodial partners. The successful candidate will support...Work at office
$31.25 - $33.65 per hour
...passion for enriching the lives of our clients. We continually seek to perfect our craft... ...financial plans and investment management services to over 90,000 households from our over... ...office is looking for a Client Service Associate to serve as the liaison between the client...Full timeTemporary workWork at officeMonday to FridayFlexible hours$22 - $24 per hour
...professionals. Through our unparalleled list of services, incomparable customer support, and... ...Stack's Bowers Galleries provides every client the opportunity to achieve their... ...environment? We’re looking for a Client Services Associate to join our growing team and be the...Full timePart timeWork at officeFlexible hours- Wealth Enhancement Group’s Irvine, CA office is seeking a Client Service Associate to bridge the client and Financial Advisor, handling client paperwork and account reviews. This on-site role operates Monday-Friday, 8am-5pm, with a starting pay range of $31.25/hr to $3...Work at officeMonday to Friday
$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...Work at officeMonday to Friday- Ameriprise Financial in Newport Beach, CA is seeking a Registered Client Service Associate to support high producing advisors by preparing portfolio materials, analyzing data, and delivering a personalized client experience. In this on-site role, you will manage meetings...
- Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role includes onboarding new clients, opening accounts, and maintaining client information across systems....
- ...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients....Flexible hours
$50k - $60k
...Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent support, resolving issues efficiently,...Work at office$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...Local area$19 per hour
...time off for any reason. Bonuses: Are available for employee and client referrals for current employees. Benefit Offerings: Medical,... ...enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions...Full timeTemporary workPart timeWork at officeImmediate start$58.19k - $103.81k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...Full time- UBS is seeking a Client Associate in Newport Beach, CA to support a Private Wealth Management Team. You will keep client information current, educate clients on account services, and assist with meeting materials and reports. Strong MS Office skills and a Servant attitude...
$64.1k - $88.1k
Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate in Newport Beach to support a high-producing advisor by preparing portfolio materials, building financial plans, and coordinating client meetings. The role requires 3-5 years of experience...Work at office$15k
...standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining...Hourly payWork experience placementWork at officeLocal area- ...has grown to be a nationwide firm with clients from coast to coast. We are committed to... ...about starting a career in the Financial Services industry? Do you enjoy helping people and... ...be part of a growing team. The Service Associate is an entry level, non-registered role that...Hourly payContract workRemote workVisa sponsorship
$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 shift$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 personal...Hourly paySeasonal workWork at officeWork from homeDay shift$24 - $29 per hour
...Support Services (Tax Assistant) At Redwitz, we offer a comprehensive range of professional services, including accounting, audit, financial... .... These values drive us to deliver exceptional service to our clients while fostering a supportive, collaborative environment for our...Hourly payWork at office$50.1k - $82.8k
Client Delivery Associate - Commercial Banking 5 days ago. Be among the first 25 applicants. Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring...Contract workWork experience placementWork at officeLocal areaImmediate start$29 - $32 per hour
...an accommodation or an alternative application process. Client Engagement Associate Full Time IRVINE LOCATION, Irvine, CA, US Salary Range: $... ...information and scheduling presentations. Reception & Guest Services Receive and transfer incoming calls for the Customer...Hourly payFull timeWork at office$65k - $85k
...# 345258BR City Newport Beach Job Type Full Time Key responsibilities Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account...Full timeWork at officeFlexible hours- Insurance Office Of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate to support the account management team with personal insurance needs. You will handle policy servicing, admin tasks, client communications, and carrier coordination to...Remote jobWork at office
$20.5 per hour
...Guest Services Associate - Irvine Spectrum - RetailPosition Summary: The Guest Services Associate is responsible to provide world class Guest Service by assisting Guests including: welcoming Guests, providing information and directions, resolving challenges, restaurant...Full time- ...up merchant accounts, and provide support if any concerns arise. Responsibilities Support in the onboarding process of new clients by taking virtual application calls and submitting documentation related to new accounts accurately and timely. Professionalism...Full timeInternshipFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- services specialist Costa Mesa, CA
- member services specialist Costa Mesa, CA
- family services specialist Costa Mesa, CA
- toyota service advisor Costa Mesa, CA
- community services specialist Costa Mesa, CA
- environmental service worker Costa Mesa, CA
- health services administrator Costa Mesa, CA
- transaction services specialist Costa Mesa, CA
- food service officer Costa Mesa, CA
- site services specialist Costa Mesa, CA


