Wealth Client Services Specialist
Beacon Pointe
Beacon Pointe, located in Newport Beach, CA, is seeking a Client Service Associate (CSA) to join a talented team dedicated to wealth management and client service for high net worth clients. The successful candidate will ensure excellent client communication and assist with account management. Key responsibilities include addressing client inquiries, monitoring custodial alerts, and collaborating with wealth advisors. A Bachelor's degree in Finance, Business, or Economics is preferred, along with strong communication, organizational, and analytical skills. #J-18808-Ljbffr Beacon Pointe
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Newport Beach, CA vacancy
- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will engage with diverse clients, ensuring exceptional service and investment solutions tailored to their needs. The ideal candidate will have...Suggested
$94k - $102k
...Account Associate for their U.S. Global Wealth Management team in Newport Beach, CA. This... ...supports the Account Manager in managing client relationships and requires a Bachelor's degree... ...skills, and 2-3 years in financial services. The role offers substantial growth opportunities...Suggested- Spade Recruiting USA is seeking enthusiastic individuals for a customer service position in Costa Mesa, California. This role involves assisting clients and providing exceptional service throughout the day with 100% remote work. Responsibilities include managing customer...SuggestedRemote work
Spade Recruiting USA
Costa Mesa, CA1 day ago $2,725 - $3,125 per month
We are a thriving comprehensive financial services firm and have been dedicated to empowering clients toward long-term financial security for over 55 years. As... ...appointment as a Registered Representative with Cetera Wealth Services, LLC. (Must Obtain within 6 months of...SuggestedFull timeWork at office- A leading financial services firm seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. You will build strong client relationships, educate clients on digital tools, and demonstrate integrity in all actions. Ideal candidates...Suggested
- ...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... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$25 - $44 per hour
A major financial institution in Irvine, California, is seeking a Client Service Associate to provide support to Financial Advisors and enhance client satisfaction. Responsibilities include educating clients about banking services, ensuring accurate client materials, and...Hourly pay$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - Irvine, Mission Viejo, CA and Surrounding Areas Base pay range $70,320.00/yr - $70,320.00/... ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Full time- ...Associate (AA), Internal Sales, to join their team in Newport Beach, CA. The AA will support the field-based Account Manager in enhancing client relationships and driving sales initiatives. Ideal candidates will have a Bachelor’s degree and 2-3 years of relevant experience,...
$50k - $65k
Client Services & Account Support Specialist Company: Atikan Wealth Partners (Affiliated with LPL Financial) Location: Irvine, CA (Fully In Office) Pay: $50,000 - $65,000 MUST BE LOCAL TO ORANGE COUNTY - THIS OPPORTUNITY REQUIRES CANDIDATE TO BE IN THE OFFICE 5 DAYS...Work at officeLocal area- ...Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to... ...importantly, extraordinary in the impact we have on our clients' financial lives. Consistently ranked as one of the top companies...Full timeWork at office
- A leading financial services firm is seeking a Private Client Relationship Manager located in Newport Beach, CA. The role requires building relationships across banking, lending, and investments to provide an exceptional client experience. Ideal candidates will have over...Full time
$50k - $65k
A financial services firm based in Irvine, CA, is seeking a Client Services & Account Support Specialist to manage client onboarding and ongoing support with a focus on detail and... ...competitive salary ranging from $50,000 to $65,000. #J-18808-Ljbffr Atikan Wealth PartnersWork at office- ...Spade Recruiting USA is seeking enthusiastic individuals for a customer service role providing support to existing and prospective clients. You will handle customer inquiries, distribute enrollment materials, and work closely with management teams on product knowledge...Remote work
Spade Recruiting USA
Huntington Beach, CA2 days ago - ...a leading national law firm in Santa Ana, CA, is seeking a Client Intake Specialist responsible for reviewing client intake forms, conducting conflicts... ...locations, ensuring a collaborative and team-oriented environment with a focus on excellent client service. #J-18808-Ljbffr...Work at officeRemote workFlexible hours
FBT Gibbons
Santa Ana, CA4 days ago $60k
...Client Service Specialist The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration...Contract workWork at officeBaldwin
Tustin, CA1 day ago- ...Spade Recruiting USA is seeking enthusiastic and self-driven individuals to assist clients with outstanding service and product knowledge. This role involves distributing benefit enrollment materials, handling customer service calls, and responding to client requests...Remote workWork from home
Spade Recruiting USA
Fountain Valley, CA1 day ago - A leading client services firm is looking for a Call Center Representative to manage high-volume inbound calls and assist clients with their financial decisions. This position involves providing excellent customer support and resolving inquiries effectively, with training...Work at officeRemote work
PerunHR
Newport Beach, CA1 day ago $20 - $27 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 BancShares
Newport Coast, CA4 days ago- ...I am the person Company is looking for.” You have customer service experience in any industry and enjoy talking to people over the... ...composure, knowing when to take ownership and when to elevate client concerns. You’re open to working overtime hours, as needed....Work at officeRemote workWork from home
PerunHR
Newport Beach, CA1 day ago $20 per hour
Zimmermann is seeking a temporary full-time Client Advisor for their South Coast Plaza Team in California. The ideal candidate will have... ...achieving sales targets, providing high standards of client service, and growing the brand's client database. A competitive hourly...Hourly payFull timeTemporary work- Summary The Client Advisor at South Coast Plaza serves as a brand ambassador, delivering an exceptional selling ceremony and high-level customer service to drive sales and build a local and international client book. This full-time retail role focuses on recruiting and...Full timeLocal area
$20 - $22 per hour
Senior Client Services Specialist Position Summary The Senior Client Services Specialist acts as an intermediary between the Company and our clients. In this role, the Senior Support Specialist provides elevated support to a variety of clients, internal departments, and...Hourly payFlexible hours$31 - $34 per hour
EMCOR Group is looking for a Client Relations Coordinator in Irvine, CA, tasked with maintaining relationships with clients through effective customer service. This role involves documenting client feedback, performing site surveys to ensure quality, and being proactive...Hourly pay$24 per hour
A leading hearing care company is seeking a Client Experience Specialist in Costa Mesa, California. In this role, you will provide exceptional customer service, manage client appointments, and maintain accurate records. The ideal candidate has excellent communication skills...$70k - $80k
...Location: US-CA-Newport Beach ID: 2026-1494 Category: Customer Service/Support Position Type: Regular Full-Time Office Model: Hybrid... ...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 visa$25 - $28 per hour
A luxury retail brand in Costa Mesa is seeking a Client Advisor. This role involves exceeding sales goals, building strong client relationships, and delivering exceptional service. Ideal candidates will have 2+ years of sales experience in luxury retail, be proficient...Hourly payWork at office- ...community bank in Newport Beach is seeking a Banking Relationship Specialist responsible for providing top-notch customer service while executing teller transactions. This role includes assisting clients with account setups and addressing account issues, all while promoting...
- A leading financial services firm is seeking a Private Client Advisor in Irvine, CA. Your role will involve building client relationships and offering tailored financial solutions. You must have at least 2 years in a Financial Advisor role, possess relevant licenses, and...
- A leading financial services firm in California seeks a Financial Advisor to offer personalized investment solutions and build strong client relationships. The ideal candidate will have at least 2 years of experience and possess necessary licenses. You will engage with...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
Related searches
- customer service representative csr Newport Beach, CA
- service representative Newport Beach, CA
- customer service associate remote Newport Beach, CA
- employee relations assistant Newport Beach, CA
- full time customer service representative work from home Newport Beach, CA
- contact representative (customer service representative) Newport Beach, CA
- healthcare customer service representative Newport Beach, CA
- full time customer service associate Newport Beach, CA
- client engagement specialist Newport Beach, CA
- financial customer service representative Newport Beach, CA