Senior Client Services Lead - Wealth Ops & Onboarding
VALID8 Financial
Valid8 Financial, Inc. is seeking an experienced Senior Client Service Associate based in San Diego to support our growing client base and deliver exceptional service. This role involves overseeing account operations and acting as the senior point of contact for clients. Qualified candidates should have 5+ years of client service experience in financial services, strong attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Experience with CRM platforms is preferred. #J-18808-Ljbffr
Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Senior Client Services Lead - Wealth Ops & Onboarding in San Diego, CA vacancy
$80k - $95k
AlphaCore Wealth Advisory in San Diego is seeking a Client Services & Operations Specialist to provide excellent service for ultra-high-net-worth clients. You will be responsible for onboarding clients, monitoring accounts, and ensuring superior service delivery. Candidates...Suggested$80k - $95k
AlphaCore Wealth Advisory is seeking a Client Service & Operations Specialist in San Diego, CA. This full-time role involves ensuring exceptional service, managing client onboarding, and monitoring account activities. Candidates should have a Bachelor’s Degree and at least...SuggestedFull time- ...We are seeking an experienced Senior Client Service Associate to support our growing client base... ...teams to support client needs Assist in onboarding and training junior staff Contribute to... ...experience in financial services or wealth management Strong attention to detail...Senior
VALID8 Financial
San Diego, CA1 day ago - A prominent automotive service company in San Diego seeks a Service Advisor III to lead service operations and provide exceptional customer service. The ideal candidate will have over 5 years of experience, advanced automotive knowledge, and skills in handling customer...Senior
- A national automotive organization in San Diego is seeking a Service Advisor III. This role involves delivering exceptional customer service while overseeing complex service operations. Candidates should have a minimum of 5 years of experience and advanced knowledge of...Senior
- ...currently seeking experienced Senior Wealth Advisors to join Beacon... ...long-term relationships with clients. The role partners closely with... ...Pointe leverage an industry-leading strategic platform of one of... ...centralized back-office services, resources, and technology,...Senior
Beacon Pointe Advisors
San Diego, CA3 days ago $80k - $95k
Position Client Services & Operations Specialist - Private Wealth The Company AlphaCore is a fast-growing, innovative wealth advisory firm. We build customized... ...time constraints and deadlines. Assist in client onboarding and associated paperwork processing on multiple...Full timeWork at officeRelocationMonday to FridayFlexible hours$23.55 - $30.75 per hour
...Senior Client Services Representative At Decker Financial, we believe financial... ...planning goes beyond wealth-buildingit's about empowering... .... May assist with onboarding and training of new team members... ...Financial Group ("Cetera") is a leading network of independent...SeniorHourly payFull timeFlexible hoursCetera Financial Group
San Diego, CA4 days ago$100k - $120k
A boutique accounting firm in San Diego is seeking a Senior Accounting Manager to oversee all accounting operations and manage staff. The role demands a Bachelor's Degree in Accounting and at least five years of accounting experience, preferably in mid-size companies or...Senior- O'Reilly Auto Parts in San Diego, CA, is looking for a Retail Service Specialist. This role supports management with sales and customer... ...outstanding service is delivered. Responsibilities include leading team members, supervising customer service, processing orders,...
$175k - $210k
...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...success! The Role Senior Managers in our Private... ...legislative changes, and lead change effectively;... ...about legislative changes, wealth transfer techniques,...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visaAndersen Tax
San Diego, CA4 days ago$135.1k - $225.1k
...more. Our future ambition is to become a leading consumer health technology company while... ...Meet the team: The Engagement & Service Management (E&SM) team within GBS is focused... ...domain portfolio. Partner directly with senior functional stakeholders and GBS leaders to...SeniorWork at officeWorldwideHome officeFlexible hoursDexcom
San Diego, CA4 days ago$28.56 - $35.7 per hour
California Coast Credit Union is seeking a Sr. Card & Payment Services Specialist in San Diego, CA. This full-time role involves supporting branches and members with card-related operations, resolving complex payment issues, and preparing detailed reports. Candidates should...SeniorHourly payFull time- Wizehire is looking for an experienced HVAC service technician in San Diego, CA. You will be responsible for troubleshooting, diagnosing, and fixing HVAC equipment at clients' locations, ensuring high-quality service and customer satisfaction. The ideal candidate has a...SeniorFlexible hours
- Axos Bank is seeking a Sr. Relationship Onboarding Associate to manage the onboarding process for new Commercial Banking clients. In this role, you will ensure a seamless client account experience by collaborating closely with Relationship Managers and other internal stakeholders...Senior
- A leading financial institution is seeking an experienced Private Banker to provide exceptional guidance to clients on wealth management. You will leverage your extensive knowledge in investments... ...and aims to elevate client service excellence. #J-18808-Ljbffr JPMorgan...Senior
$48k - $100k
A leading financial services firm in San Diego is looking for a Financial Advisor to deliver customized wealth strategies and financial planning services. The position demands strong relationship... ...'s degree, have experience managing client portfolios, and demonstrate excellent...Senior- Beacon Pointe is seeking experienced Senior Wealth Advisors to cultivate relationships with high-net-worth clients and provide tailored wealth management strategies. Successful candidates will have over 5 years of experience in financial advisory roles and a strong focus...Senior
- A leading financial institution is seeking a Private Banker in San... ...Diego, California, to manage client relationships and provide tailored... ...Private Banking or Financial Services and hold a Bachelor's Degree... ...new clients and advising on wealth management strategies for a...Senior
$125.4k - $181.88k
...freedom. Empower Yourself.The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term... ...experience through client onboarding, financial planning, and... ...experience in financial services and client experiencePrevious...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hoursEmpower
San Diego, CA11 hours ago- A technology consulting firm is seeking a Senior ERP LN Functional Consultant to provide guidance and support in the Sales and Service modules. The ideal candidate will have at least 7 years of experience with Infor ERP LN and a strong ability to articulate requirements...Senior
$59k - $85.1k
...Customer Management Job Sub Function: Technical Customer Service Job Category: Professional All Job Posting Locations:... ...across the US to apply. _ Johnson & Johnson is recruiting for a Senior Service Coordinator to support our Orthopaedics business. This...SeniorRemote jobFull timeTemporary workWork experience placementWork at officeLocal areaJohnson & Johnson
San Diego, CA16 hours ago$249k - $325k
...Description Job Description Private Wealth Services Associate San Diego, CA |... ...9,000 – $325,000 annually A leading global law firm is seeking a Mid to Senior-Level Associate to join its... ...planning for high-net-worth clients ~ Prior law firm experience preferred...SeniorFull timePrivate practiceDirect Counsel
San Diego, CA3 days ago$90k - $143k
...Tax Senior Associate or Supervisor - Private Client Services Weaver is a full-service national accounting, advisory, and... ...growth, but also in their ability to lead balanced, integrated lives. At... ...and preserve their personal wealth. Our scope of services includes,...SeniorWork at officeFlexible hoursWeaver
San Diego, CA3 days ago$24.28 per hour
The Arc of San Diego is looking for an SCA Food Service Lead to manage operations at the Marine Corps Recruit Depot in Point Loma. This full-time role involves leading a team in delivering meals, ensuring food safety standards, and fostering a positive dining environment...Hourly payFull time$185k - $215k
Us Bank in San Diego, California, is looking for an experienced Wealth Management professional to enhance and manage relationships with medium to large high net worth clients. The ideal candidate will have over 10 years in client wealth management and the ability to build...Senior- Intuit Inc. is seeking a Business Operations Manager for Loan Servicing in San Diego, California. This role is crucial for managing back office operations, handling fraud claims, and enhancing operational efficiency. The ideal candidate will have 4-6 years of experience...
$249k - $325k
Greenberg Traurig, LLP is looking for a full-time Associate in the Private Wealth Services Practice in San Diego. The role requires 4-8 years of experience in sophisticated estate planning, managing trust administrations, and supervising junior associates. Salary range...SeniorFull timePrivate practice- Creative Solutions Services, LLC is looking for a Sr Quality Ops Analyst in San Diego, CA. The hybrid position requires at least 5 years of experience in Quality Assurance, preferably within the IVD manufacturing sector. Key responsibilities include managing document control...Senior
- ...clearance and a deep understanding of maritime BMD tactical doctrine, as well as radar systems. Responsibilities include facilitating onboard training events and evaluating BMD watch teams, coupled with delivering classroom instruction. The position offers exceptional...SeniorFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Services Lead - Wealth Ops & Onboarding. Be the first to apply!
Related searches
- early intervention service coordinator San Diego, CA
- member services coordinator San Diego, CA
- service lead San Diego, CA
- family service coordinator San Diego, CA
- service coordinator San Diego, CA
- service team leader San Diego, CA
- medical staff services coordinator San Diego, CA
- resident service coordinator San Diego, CA
- food service coordinator San Diego, CA
- senior game producer San Diego, CA