Top 89 Client service specialist Jobs in Newport Beach, Ca

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
Part-Time Client Outreach Specialist
Coast Well Financial Planning —Newport Beach, CA
- $23 - $24 an hour
- Part-time
- Hybrid work
- Background check
- Computer literacy
- Office
- Paid training
- Work from home
Quick Apply
5d
Client Response Specialist - (Intake) - Personal Injury
Sweet James —Newport Beach, CA
- $23 - $28 an hour
- Weekends as needed
- Bilingual
- Background check
- Spanish
- Health savings account
- Health insurance
Quick Apply
Client Escalation Specialist
TaxRise —Irvine, CA
- $26 - $28 an hour
- Overtime
- Background check
- Office
- 3 years
- Paid training
- Health insurance
Quick Apply
6d
Sales Support Specialist
ExpiTrans —Rancho Santa Margarita, CA
- From $24 an hour
- Full-time
- Customer service
- Word processing
- Computer literacy
- Health insurance
Quick Apply
Client Executive, Employee Benefits - IAS, West
The Baldwin Group —Irvine, CA
- $145,000 - $160,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Client Onboarding Specialist
Resolved Tax Relief —Irvine, CA
- $60,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid training
- Opportunities for advancement
Quick Apply
Medical Aesthetician with Client Following
Confidential —Newport Beach, CA
- $40,000 - $70,000 a year
- Part-time
- Background check
- In-person
- Entry level
Quick Apply
Sr. Client Relationship Manager, Employee Benefits - IAS, West
The Baldwin Group —Irvine, CA
- $100,000 - $110,000 a year
- Full-time
- Finance
- Analysis skills
- Bachelor's degree
Client Relationship Manager - Employee Benefits - IAS, West
The Baldwin Group —Irvine, CA
- $100,000 a year
- Full-time
- Microsoft Outlook
- HIPAA
- Mid-level
Support Services Specialist
Chase Foundation, A Vocationally-Driven Program —Fullerton, CA
- $19 - $23 an hour
- Part-time
- Background check
- Classroom
- Serving
Quick Apply
Client Intake Specialist
Focus Law —Anaheim, CA
- $25 - $30 an hour
- Part-time
- Marketing
- English
- Mid-level
- Paid time off
Quick Apply
8d
Sales Coordinator / Client Relations Specialist
Hanabi Labs —Irvine, CA
- $48,000.00 - $61,342.14 a year
- Full-time
- English
- US work authorization
- In-person
- Paid time off
- Opportunities for advancement
Quick Apply
Client Support Specialist
HUB International —Newport Beach, CA
- $20 - $25 an hour
- Online Application
- Microsoft Outlook
- Writing skills
- Office
- Health savings account
- Disability insurance
Client Service Representative
Venbrook —Irvine, CA
- Up to $33.65 an hour
- Full-time
- Hybrid work
- Spanish
- Microsoft Excel
- Microsoft Outlook
Business Development & Client Relations Specialist
Charles W Moniak, MD, Inc —Newport Beach, CA
- Full-time
- Marketing
- HIPAA
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Billing Client Services Specialist
Briviant Inc. —Irvine, CA
- $28 - $34 an hour
- Part-time
- Hybrid work
- Mid-level
- 2 years
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
14d
Full-time Client Advisor - South Coast Plaza
TAG Heuer —Costa Mesa, CA
- $23 - $27 an hour
- Full-time
- Inventory management
- Merchandising
- Maintenance
- Paid holidays
- Health insurance
Client Care Specialist 2
AIDS Healthcare Foundation —Long Beach, CA
- $25 an hour
- Vital signs
- Clinic
- Entry level
- Health insurance
Quick Apply
Customer Service Specialist
UForce Fitness —Mission Viejo, CA
- $23 - $32 an hour
- Part-time
- CPR Certification
- Inventory management
- Merchandising
- 401(k)
- Employee discount
Quick Apply
11d

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Client Service Associate

Stifel -
Newport Beach, CA

Apply Now

Job Details

Full-time
$55,300 - $74,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Life insurance
Prescription drug insurance

Qualifications

High school diploma or GED
Series 7
Experience practicing in the securities industry

Full Job Description

Why Stifel:

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing:

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).

What We're Looking For:

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
Provide quotes and other account-related information to assist clients.
Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Provide reports and other information to FA(s), as requested.
Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring:

Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience:

Minimum Required: High School Diploma or equivalent
Minimum Required: 2 years investment industry experience

Licenses & Credentials:

Minimum Required: Series 7 and 63 or 66

Systems & Technology:

Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

Compensation Range: Salary: USD $55,300.00/Yr. - USD $74,000.00/Yr.

Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel:

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

Apply Now

Refine Your Search

client service specialist jobs in newport beach, ca

Client Service Associate

Part-Time Client Outreach Specialist

Client Response Specialist - (Intake) - Personal Injury

Client Escalation Specialist

Sales Support Specialist

Client Executive, Employee Benefits - IAS, West

Client Onboarding Specialist

Medical Aesthetician with Client Following

Sr. Client Relationship Manager, Employee Benefits - IAS, West

Client Relationship Manager - Employee Benefits - IAS, West

Support Services Specialist

Client Intake Specialist

Sales Coordinator / Client Relations Specialist

Client Support Specialist

Client Service Representative

Business Development & Client Relations Specialist

Billing Client Services Specialist

Full-time Client Advisor - South Coast Plaza

Client Care Specialist 2

Customer Service Specialist

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