Client Services Associate
$22 - $24 per hourStack's Bowers Galleries
About the Organization Stack's Bowers Galleries conducts live, Internet and specialized auctions of rare U.S. and world coins and currency and ancient coins, as well as direct sales through retail and wholesale channels. Category Client Services Description 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. This is a great role for someone who’s detail‑oriented, eager to learn, and enjoys variety in their day. No two days are exactly the same—and you’ll be at the heart of keeping our clients happy and operations running smoothly. 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. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. This position is currently accepting applications. #J-18808-Ljbffr
- ...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...SuggestedWork experience placementWork at office
$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 area- ...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...Suggested
$22.07 per hour
...Maintenance Inspector Department Police Department Division Support Services Salary $22.07/hr (approx) – $45,897/year Closing Date Until... .... Education High School diploma or equivalent required. Associate’s degree in a related field preferred. Drug Screening and Background...SuggestedFull timeWork at officeNight shift$65k - $85k
...California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services... ...for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy...SuggestedFull timeInternshipMonday to FridayFlexible hours$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...Hourly payTemporary workWork at officeLocal area$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... ...You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor...Work at officeImmediate startFlexible hours- LPL Financial is seeking a Registered Client Service Associate to provide comprehensive administrative and operational support within the financial advisor's practice. You will help enhance the client experience, manage accounts, and ensure regulatory compliance while...
$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. The...Local area- Purpose The purpose of the Sr. Client Service Associate role is to provide exceptional client service, operational support, and administrative coordination to the Advisor Team and clients served by the Costa Mesa office. This position supports Vance Wealth’s commitment...Work at office
$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...Work experience placementWork at office- Fwainvest in Newport Beach, CA is seeking a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to handle multiple tasks in a fast-paced environment...
- 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 inquiries...
$50k - $60k
Oppenheimer & Co. Inc. in Newport Beach, CA is seeking a Client Service Associate to provide exceptional service to clients and financial advisors. Responsibilities include answering inquiries, producing analytical reports, and managing client relationships. The ideal...- ...Global Capital Markets trust administration for high net-worth clients. The role involves overseeing client relationships, assisting in... ..., and fostering connections with internal and external service partners. The ideal candidate will have a minimum of 4 years’ combined...Work experience placement
- Stack's Bowers Galleries is hiring a Client Services Associate in Costa Mesa, CA, to be the friendly voice of the company and ensure client satisfaction. This on-site role requires excellent communication, organization, and a problem-solving mindset as you handle calls,...
$60k - $77k
UBS in Newport Beach is seeking an organized individual for a full-time role focused on client service within the finance sector. Responsibilities include cash management, client interaction, and partnership building with financial advisors. The ideal candidate has a Bachelor...Full time$28.47 - $47.44 per hour
...Registered Client Service Associate Where ambition meets innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find...Work at officeWork from home$16.5 - $43.27 per hour
...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...Hourly payTemporary workWork at officeLocal area$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- ...relationships with our most complex Commercial Bank clients across the country. As a Client Success Senior Associate within the Commercial & Investment Bank (CIB)... ...Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams...Work experience placementWork at office
$22 per hour
...Client Services Associates / Collectors Concierges Collectors is the leading creator of innovative technology that provides value-added services for collectors worldwide. We grade, authenticate, vault, and sell millions of record-setting collectibles, all while modernizing...Hourly payFull timeWork at officeWorldwideFlexible hoursShift work- ...Wealth Management Client Associate Irvine, California To proceed with your application, you must be at least 18 years of age. Acknowledge... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...of comprehensive wealth management and investment products and services for individuals, companies, and institutions, specializing in goals... ...advice and guidance. Job Overview This role provides client service support to multiple Financial Advisors, supporting enterprise...Hourly paySeasonal workShift workDay shift$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 shift$25 - $44 per hour
Job Description This role provides client service support to potentially multiple Financial Advisors, supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business. Responsibilities Provides excellent Client Service...Hourly paySeasonal workWork from homeShift workDay shift$45k - $85k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...Work experience placementWork at office- Dormont Manufacturing Co is seeking a proactive individual for a client service support role in Newport Beach. The position demands a strong focus on client advocacy, operational excellence principles, and team collaboration to address client needs effectively. Candidates...
$60k - $77k
...perform margin activities as a member of the Field Operations team aligned to the Market greet and assist clients and visitors to the branch, providing exceptional service create strong partnerships, cultivating relationships with assigned financial advisors and...Full timeWork at office$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 work
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