Top 1622 (level 2 or level 3) Jobs in Irvine, Ca

Client Service Associate II
Chamberlain Group —Irvine, CA
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Bachelor of Science
- Profit sharing
- Paid holidays
Quick Apply
ELA Educator — Grades 2–3 Part-Time Independent Contractor | Laguna Hills, CA
B.E.A.R Children's Academy —Laguna Hills, CA
- $35 - $40 an hour
- Part-time
- In-person
- Entry level
Quick Apply
4d
Construction Laborer II
Glidewell Dental —Irvine, CA
- $24.74 - $27.00 an hour
- Full-time
- Construction site
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant III - Human Resources
In-N-Out —Irvine, CA
- $33.30 - $40.00 an hour
- Full-time
- Microsoft Outlook
- 5 years
- Mid-level
- Profit sharing
- Relocation assistance
Admissions Rep III: Irvine Registration
Hoag Health System —Irvine, CA
- Full-time
- Microsoft Outlook
- Computer literacy
- Mid-level
BLANK AST 2
University of California, Irvine —Irvine, CA
- $25.45 - $36.05 an hour
- Full-time
- Background check
- Word processing
- Writing skills
- Health insurance
- Retirement plan
Laboratory Assistant 2
University of California, Irvine —Irvine, CA
- $27.25 - $32.76 an hour
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Retirement plan
3d
Administrative Assistant III
PAC Panasonic Avionics Corporation —Irvine, CA
- $28.37 - $48.08 an hour
- Full-time
- Microsoft Outlook
- Addiction Medicine
- English
- Free parking
- Paid holidays
10d
Patient Office Representative II
City of Hope —Newport Beach, CA
- $22.07 - $28.73 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Clinic
DISASTER ASSISTANCE PROGRAMS SPECIALIST II
California Governor's Office of Emergency Services —Orange County, CA
- $6,193 - $7,697 a month
- Overtime
- Hybrid work
- Mid-level
- Office
- Driver's License
6d
Assembler 3 (ATS Irvine)
Astronics —Irvine, CA
- $25.50 - $27.50 an hour
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Wellness program
- Paid parental leave
Administrative Assistant III
University of California, Irvine —Orange, CA
- $29.40 - $42.14 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Retirement plan
4d
Administrative Assistant II #12-27
Newport-Mesa Unified School District —Costa Mesa, CA
- $68,687.84 - $83,495.36 a year
- 8 hour shift
- Inventory control
- Computer literacy
- Basic math
- Paid holidays
- Health insurance
9d
Library Assistant III
South Orange County Community College District —Irvine, CA
- $5,202 - $7,362 a month
- Weekends as needed
- Background check
- Word processing
- Computer literacy
9d
Assistant III- Referral Center- FT Day Shift
University of California, Irvine —Irvine, CA
- $29.40 - $42.14 an hour
- Weekends as needed
- Remote
- Background check
- Spanish
- English
- Health insurance
- Retirement plan
2d
Administrative Assistant II
AltaMed Health Services Corporation —Santa Ana, CA
- $25.00 - $29.32 an hour
- Full-time
- Background check
- Customer service
- Research
- 403(b) matching
- Paid holidays
Data Analyst III
CorVel Corporation —Irvine, CA
- $92,673 - $143,587 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Presentation skills
- Health savings account
- Disability insurance
Quick Apply
Patient Office Representative II - Irvine Sand Canyon
City of Hope —Irvine, CA
- $22.07 - $28.73 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Clinic
WIM Investigator II, AmSec WIM
Amazon.com Services LLC —Irvine, CA
- $74,400 - $130,100 a year
- Full-time
- Mid-level
- Psychology
- Mentoring
- AD&D insurance
- Health insurance
Help Desk Specialist L2
ADDMAN Engineering LLC —Irvine, CA
- $70,304 - $80,000 a year
- Weekends as needed
- Azure
- Mid-level
- Office

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Client Service Associate II

Chamberlain Group
Irvine, CA

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Profit sharing
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Customer communication
Financial services customer support
Microsoft Excel
Customer relationship building
Managing clients in a customer support role
Bachelor's degree
Investment account customer support
Financial services
Productivity software
Alternative investment

Full Job Description

About Us:

Chamberlain Group is an independent financial services organization located in the Newport Beach/Irvine, CA area. We provide customized wealth management strategies to business owners, the ultra-affluent and their families. Our clients range in net worth between $50 million and $5 billion, and rely on our expertise in estate and succession planning, life insurance, executive benefits, non-qualified plans and investment advisory services. Our primary focus is to preserve and grow our clients’ assets for generations. For over 45 years we have successfully built our private boutique firm, owning the mantle of “stewardship” as our number one job. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our team. We have an excellent corporate culture filled with all sorts of fun perks, and have been awarded the OC Best Places to Work distinction. Our 6 Guiding Principles are: Create Value, Be Wise, Achieve Great Results, Experience Meaningful Relationships, Seek Challenges and Have Fun…Come join us!

Opportunity:

We are currently seeking a Client Service Associate II with experience in investment account operations. As a member of the Investment Team, the Client Service Associate is responsible for overseeing investment operations, which include administration and customer service. The ideal candidate will have extensive experience in private wealth management, excellent attention to detail, proven ability to work in a true team environment, and a track record of successfully prioritizing tasks in a dynamic work environment. The ideal candidate will have integrity, be process-oriented, and assume ownership of tasks.

Areas of Responsibility:

New Business Administration & Client Account Operations – Setup and maintenance of new client investment accounts; compilation and completion of client, custodian, investment manager, and internal firm paperwork; execution of client and firm tasks such as asset transfers; preparation and execution of alternative investment paperwork
Client Data Management – keep systems (including CRM) up to date with current client information
Client Service – Interface with clients to provide proactive and reactive ongoing client service, including but not limited to distributions, personal information updates and portfolio reallocations
Advisor Support – execute directed initiatives and projects, as requested

Requirements:

BA/BS degree
5 to 7+ years of relevant professional experience within client service/ investment operations in the financial services industry, with knowledge of investment products
Series 7 license preferred
Basic understanding & familiarity with reading Trust & Corporate documents
Familiar with Alternative Investment subscription documents
Strong working knowledge of custodial platforms such as Pershing, Fidelity, Schwab, etc.
Experience working with alternative investments and subscription documents
Ability to multitask and prioritize your workload, or proactively seek prioritization from a manager
Attention to detail is an absolute requirement
Ability to provide excellent service while working directly with clients to accomplish necessary tasks
Must function well and communicate well on a team with shared responsibilities
Positive attitude, coachable spirit, superior customer service skills, strong initiative, critical thinking, flexibility, accountability and excellent communication (oral and written) skills a MUST.
Proficient in Microsoft Office (Word, Excel and PowerPoint)

Compensation

Base Salary: For CA-based positions, the base salary range represents base salary range only.
Other Compensation: In addition to the base salary, this position will include an annual performance bonus & company bonus.

Benefits

Performance bonus
Health, dental and vision insurance
401(k)/Profit Sharing
Paid holidays
Paid time off

Work Location: Hybrid (mostly in person with some remote options available)

Job Type: Full-time

Base Pay: $70,000.00 - $90,000.00 per year

Application Question(s):

Do you have at least a basic understanding of reading Trust & Corporate documents?
Are you familiar with Alternative Investment subscription documents?

Education:

Bachelor's (Required)

Experience:

wealth management or relavant: 5 years (Required)

License/Certification:

Series 7 (Preferred)

Work Location: Hybrid remote in Irvine, CA 92614

Quick Apply

Refine Your Search

(level 2 or level 3) jobs in irvine, ca

Client Service Associate II

ELA Educator — Grades 2–3 Part-Time Independent Contractor | Laguna Hills, CA

Construction Laborer II

Administrative Assistant III - Human Resources

Admissions Rep III: Irvine Registration

BLANK AST 2

Laboratory Assistant 2

Administrative Assistant III

Patient Office Representative II

DISASTER ASSISTANCE PROGRAMS SPECIALIST II

Assembler 3 (ATS Irvine)

Administrative Assistant III

Administrative Assistant II #12-27

Library Assistant III

Assistant III- Referral Center- FT Day Shift

Administrative Assistant II

Data Analyst III

Patient Office Representative II - Irvine Sand Canyon

WIM Investigator II, AmSec WIM

Help Desk Specialist L2

I want to receive the latest job alert for (level 2 or level 3) in irvine, ca

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