Top 56 Client services associate Jobs in Aliso Viejo 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
California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)
Blais & Associates —California
- From $25 an hour
- Part-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- 401(k)
- 401(k) matching
Quick Apply
4th Grade Tutor Part Time (ELA and Reading) in Client's Home $25/Hour
Club Z! Tutoring —Irvine, CA
- $25 an hour
- Part-time
- Background check
- High school
- Computer literacy
- Flexible schedule
Quick Apply
2d
Client Success Associate
EBizCharge —Irvine, CA
- Full-time
- Microsoft Outlook
- Office
- Communication skills
- Paid holidays
- Health insurance
Client Operations Associate
EBizCharge —Irvine, CA
- $0 a year
- Full-time
- Microsoft Outlook
- Bachelor's degree
- Communication skills
- Paid holidays
- Health insurance
Registered Client Service Associate
Morgan Stanley —Laguna Niguel, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate (Newport Beach, CA)
Oppenheimer & Co. Inc. —Newport Beach, CA
- $50,000 - $60,000 a year
- Full-time
- Organizational skills
- 1 year
- Entry level
Quick Apply
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
Client Onboarding Implementation Manager Senior Associate
JPMorganChase —Irvine, CA
- $75,050 - $107,000 a year
- Full-time
- Mid-level
- 3 years
- Team management
- Health insurance
- Tuition reimbursement
Client Relationship Associate
M4 Security Guard Service Inc —Orange County, CA
- $18 - $23 an hour
- Full-time
- Mid-level
- Communication skills
Quick Apply
11d
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
Client Accounts Specialist 1
JAMS, Inc. —Irvine, CA
- $57,700 - $75,800 a year
- Full-time
- Microsoft Excel
- Basic math
- Mid-level
22h
Senior Associate - Client Success
Baker Tilly Advisory Group, LP —Irvine, CA
- $83,820 - $127,120 a year
- Full-time
- Oracle
- Research
- Mid-level
Quick Apply
Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Laguna Hills, CA
- $31 - $72 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Client Account Manager
U.S. Bank National Association —Irvine, CA
- $68,850 - $89,100 a year
- Full-time
- Mid-level
- Project management
- US work authorization
- Paid holidays
- Disability insurance
Treasury Management Operations Specialist (Client Support)
Sunflower Bank NA —Irvine, CA
- $26 - $33 an hour
- Online Application
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
7d
Client Solutions Associate/Purchasing Agent
Blower Dempsay Corporation DBA Pak West, Pacific Western Container (PWC), Pacific Flexible Solutions (Pac Flex), Pacific Conveyor Systems, Nexis, Diamond Marketing Group —Santa Ana, CA
- $21.85 - $28.90 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Inventory management
4d
Trust Operations - Client Services
Columbia Banking System —Orange, CA
- $24.87 - $27.25 an hour
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Client Services Associate - Santa Ana, CA (Onsite)
Collectors —Santa Ana, CA
- $22 an hour
- Email
- Computer literacy
- Office
- Driver's License
- Commuter assistance
- Paid holidays
J.P. Morgan Wealth Management - Private Client Investment Associate - Mission Viejo, CA
JPMorganChase —Mission Viejo, CA
- $26.93 - $37.02 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
11d

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client services associate jobs near aliso viejo ca

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

client services associate jobs in aliso viejo ca

Client Service Associate II

California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)

4th Grade Tutor Part Time (ELA and Reading) in Client's Home $25/Hour

Client Success Associate

Client Operations Associate

Registered Client Service Associate

Client Service Associate (Newport Beach, CA)

Client Service Associate

Client Onboarding Implementation Manager Senior Associate

Client Relationship Associate

Registered Client Service Associate

Client Accounts Specialist 1

Senior Associate - Client Success

Sales Representative (Sales, Customer Service)

Client Account Manager

Treasury Management Operations Specialist (Client Support)

Client Solutions Associate/Purchasing Agent

Trust Operations - Client Services

Client Services Associate - Santa Ana, CA (Onsite)

J.P. Morgan Wealth Management - Private Client Investment Associate - Mission Viejo, CA

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