Top 1877 Client service associate 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
Laboratory Support Associate l - Part Time/TEMPORARY
Agendia Inc. —Irvine, CA
- $25 - $30 an hour
- 8 hour shift
- Laboratory experience
- Microsoft Office
- High school diploma or GED
- Paid sick time
Client Service Associate
Beacon Pointe Advisors LLC —Newport Beach, CA
- $60,000 - $65,000 a year
- Office
- Finance
- Analysis skills
Client Service Associate
Stifel —Newport Beach, CA
- $55,300 - $74,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Registered Client Service Associate
Morgan Stanley —Newport Beach, CA
- $16.50 - $43.27 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Registered Client Service Associate
Stifel —Irvine, CA
- $55,000 - $73,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Labor and Employment Attorney
Tully Rinckey —Ladera Ranch, CA
- $120,000 - $200,000 a year
- Full-time
- 5 years
- In-person
- Senior level
- Health savings account
- Health insurance
Quick Apply
Senior Associate Attorney Probate, Trust & Conservatorship Litigation
The Legacy Lawyers, P.C. —Irvine, CA
- $245,000 a year
- Urgently hiring
- Writing skills
- Analysis skills
- Continuous improvement
- Paid holidays
- Health insurance
Quick Apply
4d
Litigation Personal Injury Attorney
Sweet James —Newport Beach, CA
- $140,000 - $180,000 a year
- Full-time
- Bilingual
- Background check
- Research
- Paid holidays
- Health insurance
Quick Apply
Litigation Attorney
AWB Law, P.C. —Irvine, CA
- $200,000 - $250,000 a year
- Email
- Hybrid work
- Driver's License
- 1 year
- Reliable transportation
- Health insurance
- Dental insurance
Quick Apply
4d
2027 Summer Associate
The Legacy Lawyers, PC —Irvine, CA
- $2,900 a week
- Temporary
- Google Workspace
- Typing
- In-person
Quick Apply
Personal Injury Attorney - Plaintiff
Sweet James —Newport Beach, CA
- $150,000 - $200,000 a year
- Full-time
- Bilingual
- Background check
- Research
- Paid holidays
- Health insurance
Quick Apply
Pre Litigation Personal Injury Attorney
Sweet James —Newport Beach, CA
- $140,000 - $180,000 a year
- Full-time
- Bilingual
- Background check
- Employment & labor law
- Paid holidays
- Health insurance
Quick Apply
Senior Case Manager - Personal Injury Law
Sweet James —Newport Beach, CA
- $75,000 - $90,000 a year
- Full-time
- Spanish
- Mid-level
- In-person
- Free parking
- Health savings account
Quick Apply
Securities Trading Associate
Centaurus Financial Inc. —Anaheim, CA
- $50,000 - $125,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Licensed Family Therapist
The Arrow House, LLC —Orange, CA
- $80,000 - $95,000 a year
- Full-time
- Background check
- LMFT
- CPR Certification
- AD&D insurance
- Paid holidays
Quick Apply
Bilingual Associate Attorney (Immigration)(English/Chinese)
Juris Path Law Firm, PC —City of Industry, CA
- $120,000 - $150,000 a year
- Full-time
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Workers' Compensation Defense Associate Attorney Hybrid Remote
DJG Law Group —Anaheim, CA
- $90,000 - $195,000 a year
- Full-time
- Hybrid work
- Mid-level
- Communication skills
- Under 1 year
- Disability insurance
- Health insurance
Quick Apply
Sales Associate – Local Business Outreach (Commission-Based, OC)
Fox Hunt Digital —Orange, CA
- $20 - $30 an hour
- Part-time
- Hybrid work
- Mid-level
- Driving
- Work from home
- Flexible schedule
Quick Apply
1d
Community Relations Director
Paintbrush Assisted Living —San Juan Capistrano, CA
- $82,000 - $85,000 a year
- Full-time
- 18 years or older
- Sales
- Marketing
- Health savings account
- Health insurance
Quick Apply
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client service associate jobs near irvine, ca

Client Service Associate II

Chamberlain Group
Irvine, CA

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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

client service associate jobs in irvine, ca

Client Service Associate II

Laboratory Support Associate l - Part Time/TEMPORARY

Client Service Associate

Client Service Associate

Registered Client Service Associate

Registered Client Service Associate

Labor and Employment Attorney

Senior Associate Attorney Probate, Trust & Conservatorship Litigation

Litigation Personal Injury Attorney

Litigation Attorney

2027 Summer Associate

Personal Injury Attorney - Plaintiff

Pre Litigation Personal Injury Attorney

Senior Case Manager - Personal Injury Law

Securities Trading Associate

Licensed Family Therapist

Bilingual Associate Attorney (Immigration)(English/Chinese)

Workers' Compensation Defense Associate Attorney Hybrid Remote

Sales Associate – Local Business Outreach (Commission-Based, OC)

Community Relations Director

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