Top 13613 Service associate Jobs in Bellflower, 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
Client Service Associate
Insperity —Beverly Hills, CA
- $75,000 - $85,000 a year
- Writing skills
- Mid-level
- Office
- Disability insurance
- Health insurance
Behavior Technician (Bachelor's Degree Required)
Coyne and Associates —Norwalk, CA
- Up to $27 an hour
- Full-time
- Caregiving
- Driving
- Psychology
- Travel reimbursement
- Paid training
Quick Apply
2d
Infant Development Providers - IN-HOME
WORDS & MOTION SPEECH THERAPY GROUP —Compton, CA
- $29 - $33 an hour
- Part-time
- Background check
- Bachelor's degree
- In-person
- Travel reimbursement
- Health insurance
Quick Apply
FRONT OFFICE LEADER - ROOMS
Twenty Four Seven Hotels —Anaheim, CA
- $21.50 - $24.00 an hour
- Full-time
- Sales
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Inventory Associate - Los Cerritos Center
Aritzia —Cerritos, CA
- $20 - $30 an hour
- Choose your own hours
- Merchandising
- Entry level
Cashier and Customer Service
Portos Bakery —Buena Park, CA
- From $19 an hour
- Part-time
- Sales
- Bakery
- Communication skills
- Paid holidays
- Dental insurance
Quick Apply
Part-Time Center Associate
The UPS Store #4466 —Long Beach, CA
- Full-time
- High school diploma or GED
- Math
- Communication skills
Quick Apply
Cashier
Home Depot —Cerritos, CA
- $20 - $21 an hour
- 1 year
- Entry level
Warehouse Person
Careers at Little Caesars —Anaheim, CA
- $28.28 - $50.00 an hour
- Overtime
- Background check
- Pass drug screening
- Forklift
- AD&D insurance
- Disability insurance
Sales and Service Associate
24 Hour Fitness USA, LLC —Lakewood, CA
- $16.90 an hour
- Weekends as needed
- Travel
- 1 year
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Task Associate
Ulta Beauty, Inc. —Long Beach, CA
- $17 - $25 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Fair chance
- Dental insurance
- Paid time off
8d
Merchandise and Stocking Associate
Sam's Club —Long Beach, CA
- $19 - $27 an hour
- High school
- Sales
- Merchandising
- Paid jury duty
- Disability insurance
(USA) Personal Shopper - Sam's
Sam's Club —South Gate, CA
- $19 - $27 an hour
- High school
- Continuous improvement
- Mentoring
- Paid jury duty
- Disability insurance
Delivery Driver
STIIIZY —Artesia, CA
- $16.90 an hour
- Part-time
- Clean driving record
- Ability to walk for extended periods
- Ability to climb stairs
- Paid training
- Paid holidays
Quick Apply
6d
Shipping & Receiving Attendant
Marriott International, Inc —Los Angeles, CA
- $31.37 - $34.85 an hour
- Part-time
- Hotel
- High school diploma or GED
- Fair chance
10d
Packager
Huntsman —Los Angeles, CA
- $30.20 an hour
- Overtime
- Computer literacy
- Mid-level
- Forklift
- Dental insurance
- 401(k)
Warehouse Associate
Xerox —Cypress, CA
- $29,940 - $59,880 a year
- Overtime
- 18 years or older
- Computer literacy
- Forklift
- Paid holidays
- Health insurance
Warehouse Associate — Afternoon Shift
Gently US Inc. —South Gate, CA
- $22.50 an hour
- Full-time
- Ability to walk for extended periods
- English
- Ability to lift 50 pounds
Quick Apply
Executive Lounge Attendant
JW Marriott Anaheim —Anaheim, CA
- $26.90 an hour
- Full-time
- Ability to lift 50 pounds
- Fair chance
- Restaurant
- Free parking
- Disability insurance
Quick Apply
7d

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service associate jobs near bellflower, 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

service associate jobs in bellflower, ca

Client Service Associate II

Client Service Associate

Behavior Technician (Bachelor's Degree Required)

Infant Development Providers - IN-HOME

FRONT OFFICE LEADER - ROOMS

Inventory Associate - Los Cerritos Center

Cashier and Customer Service

Part-Time Center Associate

Cashier

Warehouse Person

Sales and Service Associate

Task Associate

Merchandise and Stocking Associate

(USA) Personal Shopper - Sam's

Delivery Driver

Shipping & Receiving Attendant

Packager

Warehouse Associate

Warehouse Associate — Afternoon Shift

Executive Lounge Attendant

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