Client Services Associate Salaries in Newport Beach, CA

We have state-of-the-art systems, technology, and WealthCounsel drafting software so we can deliver a superior product efficiently.

$25 an hour

2 days ago

Learn. You will continually upgrade your knowledge and skills on payroll, including federal and state compliance, standard operating procedures, administrative…

$17.02 - $30.14 an hour

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

$34,320 - $90,000 a year

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Communication Skills - The ability to communicate…

$55,300 - $74,000 a year

Currently licensed in good standing. Checks policies/endorsements/audits for accuracy. HUB International is proud to offer comprehensive benefit and total…

$35 - $38 an hour

6 days ago

Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to…

$45,000 - $85,000 a year