Client Service Associate - Newport Beach, CA

We're looking for a Service Associate to carry out cash management functions, process securities and correspondence, keep records and perform margin activities as a member of the Field Operations team aligned to the Market greet and assist clients and visitors to the branch provi ...

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 Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. · ...

We are looking for a motivated, fast-learning addition to our team. The position offers excellent exposure to executive leadership, multiple avenues for advancement at a growing firm and the opportunity to learn about several facets of wealth management.Manage and lead the client ...

ABOUT KNIGHTSBRIDGE WEALTH MANAGEMENT · Knightsbridge Wealth Management is a Registered Investment Advisor (RIA) headquartered in Newport Beach, CA with $1 billion assets under management (AUM) and an over 20-year history of helping clients achieve their financial goals. Our miss ...

We are a majority employee-owned investment management organization seeking an Associate, Client Service to support our institutional business development team. This individual will provide data gathering and organization support, assist with monthly and quarterly reporting, and ...

We're looking for a motivated, fast-learning addition to our team. · The right candidate will: Aspire to take on an increasing role in the Advisory team · Uphold the highest standards of professionalism, integrity, and respect · ...

We're looking for a motivated, fast-learning addition to our team. Reporting to the assigned advisor with additional guidance from the Lead Sr. Client Service Associate is responsible for maintaining successful client partnerships and serving as the primary point of contact for c ...

We are seeking a Client Service Associate to join our team. As a Client Service Associate, you will work collaboratively with the service team to manage a book of business and provide day-to-day service for employee benefits clients. · The ideal candidate will have a bachelor's d ...

The Associate, Client Service is an integral part of APC's institutional business development team. · Assist with various aspects of internal business development functions under close supervision. · Including but not limited to: · ...

The Associate, Client Service is an integral part of APC's institutional business development team. · Assist with various aspects of internal business development functions under close supervision. · ...

The Associate, Client Service is an integral part of APC's institutional business development team. This individual will provide support in gathering and organizing data used across the product suite, · assist with preparing monthly and quarterly reporting for institutional portf ...

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We offer competitive pay and benefits for all positions. Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience requi ...

We're looking for a motivated and experienced addition to our team. · We're looking for a Senior Client Service Associate to join our team at Knightsbridge Wealth Management. · Manage client service requests · ...

We're looking for a motivated and experienced addition to our team, reporting to the assigned Wealth Advisor with additional guidance from the Lead Sr. Client Service Associate. · ...

We're actively seeking several talented Operations Business Services Associates within the Consumer Markets Division (CMD) in our Omaha, NE office. · To provide problem resolution, operations, and administrative support to producers and current policyholders/contract owners using ...

+Job summary · We're looking for a motivated and experienced addition to our team. · +Manage and lead the client onboarding process. · Serve as a primary point of contact for client service requests. · ...

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. · ...

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. · DUTIES AND RESPONSIBILITIES: · Supporting the FA/PWA/team in cultivating and enhancing new and exist ...

The Store Consultant consistently delivers a positive customer experience to all customers, · utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions. · This job is focused on providing an excellent customer service and ensuring that ...

We're on the hunt for team members who are committed to being the best part of each other's day and who have a genuine desire to help our members achieve results they can feel proud of. · We're excited about this role because you will share your passion for fitness by helping new ...

We are on the hunt for team members who are committed to being the best part of each other's day and who have a genuine desire to help our members achieve results they can feel proud of. · You'll Spend Your Days Developing first-name relationships with members, answering question ...