Wealth Client Services Associate
$50k - $85kPowerToFly
A leading financial services firm is seeking registered client service associates in Laguna Niguel, CA. The role involves providing exceptional support to financial advisors and clients daily. Candidates must possess strong interpersonal skills, a high school diploma, and active Series 7 and Series 66 licenses. Responsibilities include client relationship management, onboarding, and administrative support. The firm offers competitive compensation with expected base pay between $50,000 and $85,000, alongside comprehensive employee benefits. #J-18808-Ljbffr
$28.47 - $47.44 per hour
...Registered Client Service Associate Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge... ...~3+ years of experience in a client-facing role supporting wealth management advisors, with the ability to remain composed under...SuggestedWork at officeWork from home$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...SuggestedFull timeTemporary workWork at officeLocal area$55.3k - $74k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...Under immediate supervision, Client Services Associate (Registered) assists one or... ...thinking like a start-up. We are a global wealth management and investment banking firm...SuggestedWork at officeImmediate startFlexible hours- Morgan-Stanley is seeking a Client Service Associate in Laguna Niguel, CA, to provide exceptional client service and support Financial Advisors. The role involves building trusted relationships with clients, executing transactions, and assisting in client account management...Suggested
$34.32k - $90k
Morgan Stanley is looking for a Registered Client Service Associate in Laguna Niguel, California. The role involves providing exceptional service to clients and supporting Financial Advisors in building client relationships and executing transactions. Candidates should...Suggested- TwinThread is looking for a Private Client Advisor in California. This role involves offering comprehensive financial planning and providing exceptional investor experiences through personalized solutions and strong client relationships. The ideal candidate will have at...
- ...non-profit theatre located in Laguna Beach is seeking a part-time Box Office Associate to assist patrons and manage ticket sales. The ideal candidate should possess exceptional customer service skills, attention to detail, and effective communication abilities....Part timeWork at officeWeekend workAfternoon shift
$35.3k - $67.8k
...: Benefit Service Associate Description: SUMMARY Under direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at...Minimum wageFull timeWork at office$41k - $75k
...Client Manager Associate, Select Market The Client Manager Associate, Select Market will assume overall responsibility for assisting Sales... ...requests. A successful candidate demonstrates strong customer service acumen, strong consulting/negotiation skills, deep product...Visa sponsorshipWork visa- ...the finance industry together. ? As a Client Relationship Specialist (CRS), you have the... ...to bring your passion for customer service to a role and a firm that will champion your... ...Previous experience in Financial Services/Wealth Management and/or closely related industry...Local area
$25 - $28 per hour
...Locations Showing 1 location Purpose of Job An Agent Services Representative provides sales associates with administrative, marketing, and social media... ...and other promotional pieces. May create letters to clients, presentation materials, sales associate introduction...Hourly payFull timeWork experience placementFlexible hours- ...Morgan Chase in San Clemente is seeking a Financial Advisor to provide personalized investment solutions and financial coaching to clients. The role requires at least 2 years of experience, strong client relationship skills, and several licenses including Series 7 and 6...
- ...transform the finance industry together. As a Client Relationship Specialist (CRS), you have... ...to bring your passion for customer service to a role and a firm that will champion your... ...experience in Financial Services/Wealth Management and/or closely related industry...Local area
- Fairygodboss is seeking a dedicated client relationship specialist in Laguna Niguel, California. The ideal candidate will have at least one year of sales experience in Retail Banking or Financial Services. Responsibilities include delivering exceptional client service,...
$25 - $28 per hour
RealtySouth is seeking an Agent Services Representative in Laguna Niguel, California. This full-time, in-office position provides vital... ...administrative, marketing, and social media support to sales associates. The role requires an Associate's degree or equivalent...Hourly payFull timeWork at office$18 - $20 per hour
...Customer Service Representative We're currently looking for a customer service representative at Ortega Animal Care Center. At Ortega... ...to detail. We are seeking an experienced and polished client service representative (CSR) to join our dedicated team and help...Full timeLocal area- ...agency contracted with the California Department of Developmental Services (DDS) to provide services and supports to individuals with... ...community services and programs. Consult with the Manager, Client Services Staff, liaison, and specialist staff of the Regional Center...Hourly payInterim role
- Capistrano Valley Toyota is seeking a Service Advisor to be the primary contact for customers regarding automotive service and repairs. The ideal candidate possesses a high school diploma or GED, relevant automotive experience, and excellent customer service skills. The...
- ...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... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$19.93 - $23.66 per hour
...Quest Diagnostics is hiring a Laboratory Admin in San Juan Capistrano, CA, to provide client coordination across laboratory functions. Your role will involve managing client inquiries, maintaining accurate data records, and supporting lab operations. The ideal candidate...Hourly payFull time$18 - $20 per hour
...the pet industry. Join us! As the first point of contact for our clients, you will set the tone for our hospital’s commitment to... ...of our hospital. We’re currently sniffing out our next Customer Service Representative at Ortega Animal Care Center At Ortega Animal Care...Full timeLocal areaFlexible hours- ...Service Advisor The Service Advisor is the center of communication for service/repair activities and the liaison between customers and the technicians. Serving as the primary point-of-contact for all automotive service and repair matters, the Service Advisor must listen...
$19.19 - $35.34 per hour
...What To Expect Tesla is seeking a Service Advisor dedicated to advancing one of the most innovative vehicle brands globally. This role demands a substantial degree of engagement with both customers and internal teams. The ideal candidate will excel in delivering exceptional...Hourly payFull timeTemporary workFlexible hours$19.5 - $21.5 per hour
...Office Services Associate RRD provides marketing, packaging, print, and business services to the world's most respected brands. The company... ...adding value in providing daily back office services for our client and teams. Services include but are not limited to...Hourly payWork at officeMonday to FridayShift work$70.3k - $75k
...ioausa.com/locations.About the RoleResponsible for overseeing client service and communication, ensuring excellence in every interaction.... ...communication are vital, including delegating work to Account Associates. The Account Manager mentors and trains team members,...Remote work- A leading financial services firm is seeking a Private Client Advisor in California to offer comprehensive financial planning and advice. The role involves building client relationships, providing investment solutions, and ensuring exceptional investor experiences. Candidates...
$16.5 - $17.5 per hour
A leading golf management company is seeking a Guest Services Attendant at Monarch Beach Golf Links in California. This role involves providing outstanding service to guests, including bag handling and club cleaning. Candidates should have at least a month of related experience...- ...Service Lot Attendant-Porter The Service Lot Attendant-Porter helps ensure complete customer satisfaction by moving vehicles in and around the service area/lot, maintaining the cleanliness of vehicles and the service area, delivering vehicles to customers after service...
$19.19 - $35.34 per hour
Tesla is actively seeking a Service Advisor in Aliso Viejo, California, who is committed to delivering outstanding customer service and possesses strong technical expertise in vehicle maintenance. This role involves direct engagement with customers, helping them understand...- ...a dedicated Pharmacy Assistant to support customers and manage prescriptions. You will play a crucial role in providing pharmacy services, ensuring customer satisfaction and maintaining stock levels. The position includes a comprehensive benefits package featuring paid...
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