Financial Client Experience Specialist
$34.32k - $90kDormont Manufacturing Co
Dormont Manufacturing Co is seeking a Registered Client Service Associate in Santa Monica, California. This role involves providing exceptional service to clients and supporting Financial Advisors daily. Candidates must have a high school diploma; a college degree is preferred. With knowledge of financial services products, strong organizational skills, and the ability to collaborate effectively, you will enhance client relationships and assist with administrative tasks. The expected salary ranges from $34,320 to $90,000 annually, based on experience and qualifications. #J-18808-Ljbffr Dormont Manufacturing Co
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Client Experience Specialist in Santa Monica, CA vacancy
$25 - $32 per hour
...ROLE We are seeking a highly motivated and client-centric individual to join our team as a Client Experience Specialist. In this essential role, you will serve as... ...Term, Long-Term Disability & Life Insurance – Financial protection for life’s unexpected events. ~...FinancialTemporary workWork at officeStrategic Legal Practices
Los Angeles, CA21 hours ago$76k - $107.5k
...Client Accounting Specialist Fenwick is seeking a Client Accounting Specialist who will be responsible for all financial aspects of managing the assigned partners' portfolio of clients which... ...about new tools, willing to experiment, and open to evolving how they do...FinancialTemporary workWork at officeWork from homeMonday to FridayFlexible hoursFenwick & West
Santa Monica, CA2 days ago$60k - $65k
...Position Title: Customer Experience Associate Location: Los Angeles, California Hybrid 1-day per week (if close to Calabasas) Reports... ...Flexible & agile in completing various duties from order entry, financial analysis, issue resolution, and customer query management while...FinancialLocal areaFlexible hoursShift work1 day per weekWella
Los Angeles, CA4 days ago- Bank of America is seeking dedicated individuals for client engagement roles in financial centers across California. Candidates will assist clients with transactions, focusing on building relationships to meet financial needs. The ideal applicant should possess strong...FinancialHourly pay
$75k - $82.4k
...Guest Experience Assistant Manager – Full Time – Beverly Wilshire a Four Seasons Hotel This role reports to the Director of Guest Experience... ...outlets. Make timely decisions that balance guest needs with financial, safety, and staffing goals. Resolve challenges and glitches...FinancialFull timeFour Seasons Hotels and Resorts
Beverly Hills, CA4 days ago$75k - $82.4k
...Guest Experience Assistant Manager page is loaded## Guest Experience Assistant Managerlocations: Los Angeles - Beverly Wilshire, Beverly... ...and impromptu decisions, which balance guest’s needs with the financial, safety and staffing goals of the hotel.* Find solutions to...FinancialFour Seasons Hotels Ltd
Los Angeles, CA21 hours ago- ...A community-focused financial institution in California is looking for a Universal Banker to provide exceptional member services and... ...ensuring compliance. Ideal candidates should have cash handling experience, excellent interpersonal skills, and a strong sales background...Financial
Priority One Credit Union
Los Angeles, CA4 days ago - ...Your Marketing Expertise into a Career in Financial Services with Beer Financial Group of... ...Leverage Your Marketing Strengths: Your experience analyzing data, identifying target audiences... ...stories prepares you to educate clients, simplify complex concepts, and design personalized...FinancialFull timeRemote workWork from homeVisa sponsorshipFlexible hours
$18 - $25.5 per hour
...Angeles is seeking a Healthcare Coordinator to facilitate patient financial commitments and treatment education. The role includes... ...options, aiding in case acceptance, and ensuring a positive patient experience. Candidates should have at least a high school diploma and...FinancialHourly payPDS Health
Los Angeles, CA4 days ago$21 - $25 per hour
...Customer Experience Specialist The Customer Experience Specialist serves as a key driver within the retail store to provide exceptional customer... ..., support supply (consigned product) generation, sales, and client services. As a Customer Experience Specialist, you are goal-...Hourly payFull timeFlexible hoursAfternoon shift- ...seeking a motivated individual to provide exceptional client service support to Financial Advisors in Los Angeles. This role involves educating clients... ...work ethic and exhibit a client-centric mindset. Experience with investment products and a High School Diploma or equivalent...Financial
National Black MBA Association
Los Angeles, CA1 day ago - ...the future of consumer finance, focusing on their App and Card experiences. You will drive design initiatives and collaborate with... ...design skills, a proactive mindset, and a passion for improving financial products. Employees benefit from a transparent pay structure with...FinancialRemote work
Affirm
Los Angeles, CA3 days ago $17 - $28 per hour
...Treasury Management Client Services Specialist Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under... ...ideal candidate will have the skills and experience to: Provide exceptional customer...FinancialFull timeWork experience placementWork at officeLocal areaFlexible hours$75k
...LLP has an opening for an experienced Client Payment Specialist in our Los Angeles office. This... ...supports the integrity of the firm’s financial records and contributes directly to compliance... ...is preferred. Minimum of 3 years of experience in a law firm accounting department...FinancialFull timeWork at officeLocal areaFlexible hoursMusick Peeler & Garrett
Los Angeles, CA4 days ago$25 - $30 per hour
A financial services firm is seeking a New Accounts Specialist in Los Angeles to manage account openings and client interactions. The ideal candidate has 2-3 years of experience in account opening and knowledge of Salesforce. Strong attention to detail and excellent communication...FinancialContract work$80k - $140k
...serve as a fiduciary to our clients, providing thoughtful guidance... ...planning, and a client experience designed to help families make... ...relationships, managing complex financial planning needs, and... ...excellence. Position Client Service Specialist – Manhattan Beach, CA....FinancialPermanent employmentWork experience placementWork at officeImmediate startMonograph Wealth
Manhattan Beach, CA21 hours ago- ...play a crucial role in supporting the team by performing various financial tasks and ensuring accurate and efficient record-keeping. This... ...and other ad-hoc tasks as required. Requirements Experience with a funds management or lending business would be a major advantage...FinancialWork experience placementWork at office
F2 Finance
Santa Monica, CA1 day ago - ...responsible for assisting the Controller with the financial statement reporting. Plans and directs... .... • Assist with travel invoicing for client reimbursement. • Responsible for... ...essential functions. Education/Experience: Bachelor's degree (B. A.) from...FinancialTemporary workWork at office
AllSTEM Connections
Santa Monica, CA13 days ago - A financial services firm is looking for a Financial Professional to work remotely. You'll help clients understand financial literacy and assist them in achieving their financial goals. No prior experience is necessary, as full training will be provided. The role offers...FinancialRemote jobFlexible hours
- ...America is looking for a motivated individual to engage clients and assist them with financial transactions in Los Angeles, California. The role... ...satisfaction. A high school diploma is required, and financial industry experience is preferred. #J-18808-Ljbffr Bank of AmericaFinancial
$22 per hour
...vision to enable checkout-free parking experiences. So there's no fumbling with tickets, machines... ...in typing and grammar. Makes financial decisions to protect/collect revenues and... ...multiple duties at a time Deliver exceptional client service via telephone Conduct detailed...FinancialTemporary workFlexible hoursSP+
Santa Monica, CA21 hours ago$64.5k - $75k
...Client Relationship Specialist The Client Relationship Specialist plays a critical role in supporting... ...by processing a variety of client's financial transactions, ensuring accurate... ...interactions. Qualifications Prior experience in a professional office environment...FinancialWork at officeLocal areaRemote workWorldwide$75k - $110k
A leading financial services firm is seeking a Priority Relationship Manager in Los Angeles to deliver exceptional service to clients and build strong relationships. The role requires 1+ years of experience in financial services and relevant registrations. The company...Financial$17.81 - $18.31 per hour
Join TJX Companies in Santa Monica as a Customer Experience Associate. This role focuses on delivering an exceptional customer experience, ensuring a clean store environment, and maintaining store standards. Strong communication and retail experience are preferred. Benefits...Hourly payFlexible hours$47.51k - $61.99k
A leading financial institution is looking for an entry-level Universal Banker in Santa Monica, California. This role focuses on assisting... .... The candidate should have 1-3 years of relevant banking experience and strong communication skills. The position offers a competitive...Financial- ...oriented Sales and Business Development professional in Beverly Hills, California. The ideal candidate will provide outstanding client experiences, engage in local events, and support boutique operations. Responsibilities include maintaining stock timepieces, ensuring...Local area
- ...providing exceptional service and building meaningful relationships with clients. This role involves understanding clients' financial needs and offering thoughtful solutions to enhance their banking experience. You are expected to have a minimum of 1 year of sales experience...Financial
- ...forbonusor incentive opportunities. As a Client Relationship Specialist (CRS), youhave the opportunity... ...that will champion your growth in the financial services industry.You’llplay a... ...willassistto help deliveran unparalleledclient experience. Development and growth are at the...FinancialLocal area
- ...management team Maintain vendor and client information where necessary Collaborate... ...organizations they too can build on that prior experience and find further growth opportunities... ...Subscriptions including access to gyms, financial planning, counseling, and legal services...FinancialDaily paidLive inLocal areaFlexible hoursNight shift
$1,300 - $1,500 per week
...California. This role involves overseeing daily operations, managing financial systems, and leading the crew to ensure guest satisfaction and... .... The ideal candidate has at least two years of management experience, is 21 years or older, and has a flexible schedule....FinancialWeekly payFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Client Experience Specialist. Be the first to apply!
Related searches
- finance specialist Santa Monica, CA
- financial crimes specialist Santa Monica, CA
- financial management specialist Santa Monica, CA
- remote customer service advisor Santa Monica, CA
- client service representative Santa Monica, CA
- bilingual customer service representative spanish english Santa Monica, CA
- technical customer service advisor Santa Monica, CA
- insurance customer service advisor Santa Monica, CA
- client solutions specialist Santa Monica, CA
- customer service associate Santa Monica, CA