Top 206 finance associate Jobs in brea, ca

Financial Client Services Associate (Specialist)-Irvine, CA
Pure Financial Advisors, LLC —Irvine, CA
- $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health savings account
- AD&D insurance
Quick Apply
2d
Bilingual (Chinese - English) - Auto Finance Associate
Focus Auto Service —El Monte, CA
- $48,000 - $150,000 a year
- Full-time
- Customer service
- 11+ years
- English
- Opportunities for advancement
Quick Apply
Financial Planning Associate
Northwestern Mutual - Los Angeles —Los Angeles, CA
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Banker-Bilingual Chinese
East West Bank —Ontario, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Insurance Operations Associate
Northwestern Mutual - Los Angeles —Los Angeles, CA
- $70,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Associate Banker-Bilingual Chinese
East West Bank —Rosemead, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Senior Associate - Portfolio Valuation
KPMG —Los Angeles, CA
- $94,335 - $183,195 a year
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
4d
Financial Analyst/Financial Analyst, Associate
OCTA —Orange, CA
- $38.71 - $53.76 an hour
- Full-time
- Mid-level
- Office
- Finance
Financial Analyst/Financial Analyst, Associate
Orange County Transportation Authority —Orange, CA
- $38.71 - $53.76 an hour
- Full-time
- Mid-level
- Office
- Finance
Part Time (30 Hours) Associate Banker, Garden Grove Harbor Branch, Garden Grove, CA Bilingual Spanish Required
JPMorganChase —Garden Grove, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
3d
Entry Level Actuarial Associate - HYBRID
DB Insurance Co., Ltd. —Anaheim, CA
- $26.50 - $33.65 an hour
- Full-time
- Hybrid work
- Office
- SQL
- Analysis skills
- Paid holidays
- Health insurance
4d
Part Time (30 Hours) Associate Banker, Brookhurst and Ball Rd Branch, Anaheim, CA Bilingual Spanish Required
JPMorganChase —Anaheim, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
4d
Part Time (20 Hours) Associate Banker, Norwalk Branch, Norwalk, CA
JPMorganChase —Norwalk, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
4d
Finance Associate, EDV Program
Rivian —Irvine, CA
- Full-time
- Oracle
- Writing skills
- Finance
Quick Apply
Associate Banker
BMO Financial Group —Santa Fe Springs, CA
- $41,714 - $50,500 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
4d
ASSOCIATE INVESTMENT - CA - PRIMARIES
Pathway Capital Management —Irvine, CA
- $110,000 - $140,000 a year
- Full-time
- Remote
- Writing skills
- Mid-level
- Office
- Health insurance
- Retirement plan
Quick Apply
Investment Associate, Direct Equity - Irvine
Pathway Capital Management —Irvine, CA
- $100,000 - $140,000 a year
- Full-time
- Remote
- Microsoft Word
- Writing skills
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
Associate Underwriter - Commercial Lines
Amwins —Irvine, CA
- $70,304 a year
- Full-time
- Hybrid work
- Customer service
- Office
- Typing
- Paid holidays
- Health insurance
Part Time (30 Hours) Associate Banker, Tustin Branch, Tustin, CA
JPMorganChase —Tustin, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
4d
BizOps Associate
Grüns —Los Angeles, CA
- $120,000 - $135,000 a year
- Remote
- Bachelor of Science
- Mid-level
- SQL
- Paid time off
Quick Apply

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finance associate jobs near brea, ca

Financial Client Services Associate (Specialist)-Irvine, CA

Pure Financial Advisors, LLC
Irvine, CA

Quick Apply

Job Details

Full-time
$70,000 a year
2 days ago

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
401(k) 4% Match
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Referral program

Qualifications

Managing customer accounts
Customer communication
Financial services customer support
Microsoft Excel
Microsoft Outlook
High school diploma or GED
Managing clients in a customer support role
Bachelor's degree
Data entry
Managing projects
Financial services
Account management

Full Job Description

Client Services plays a crucial role in ensuring client satisfaction and driving business growth. We are looking for candidates that will help us further our mission of providing financial education and planning to those who need it.

The Client Services department interact with clients as well as Financial Advisors and act as a liaison with other departments such as Investment Management and Planning to fulfill client onboarding and client servicing requests.

The Client Services Specialist's position’s primary focus is ensuring that the proper paperwork required for opening, transferring, and managing assets is prepared, entered and expedited correctly and efficiently with the goal of providing outstanding customer service and client support.

We are looking for candidates who want to work on the Operations side, grow within their role, and potentially advance within the Client Services department.

Responsibilities:

Prepare applications, transfer paperwork & agreements
Review paperwork to ensure documents are complete and submit to custodians, as needed
Enter client information and data into Salesforce (new account information, set service cases, etc.)
Fulfill additional client servicing requests such as Wire or ACH funds, check requests or any other document requests
Assist clients with online access to view accounts or plans, as well as rollover calls and other transfer-related steps
Handle client households and prepare any necessary paperwork or agreements in preparation of upcoming meetings
Update eMoney planning software with changes (e.g., transfers, new accounts, money movement)
Upload documents into on-line storage website (e.g., Egnyte)
Research and provide solutions to any issues that arise throughout the handling of client support and servicing
May be required obtain notary credentials at some point following hire

Requirements:

Bachelor's degree in business, finance or related field preferred. High school diploma required
Previous experience (minimum 1 year) in account management within the financial services industry
Strong attention-to-detail
Ability to multitask and prioritize fluctuating workloads and competing priorities
Strong project management skills with the ability to prioritize tasks and meet deadlines
Ability to work independently and take initiative
Customer-service oriented
Excellent communication skills, both written and verbal, with the ability to effectively convey information to clients or others.
Proficient in Microsoft Word, Excel, and Outlook
Experienced user of Fidelity Wealthscape and/or Charles Schwab Institutional preferred
Salesforce CRM and/or eMoney financial planning software experience is a plus

Benefits:

Our package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous paid time off and holiday policies.

Job Type: Full-time

Pay: $70,000.00 per year

Benefits:

401(k)
401(k) 4% Match
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Vision insurance

Compensation Package:

Yearly bonus

Application Question(s):

How many years of Client Services (Financial) experience at a financial services institution do you have?
Do you have experience working with custodians in financial services (e.g., Fidelity Wealthscape, or Charles Schwab Institutional)?"
Please state why you are interested in this position and what your career goals are.

Education:

Bachelor's (Required)

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in brea, ca

Financial Client Services Associate (Specialist)-Irvine, CA

Bilingual (Chinese - English) - Auto Finance Associate

Financial Planning Associate

Associate Banker-Bilingual Chinese

Insurance Operations Associate

Associate Banker-Bilingual Chinese

Senior Associate - Portfolio Valuation

Financial Analyst/Financial Analyst, Associate

Financial Analyst/Financial Analyst, Associate

Part Time (30 Hours) Associate Banker, Garden Grove Harbor Branch, Garden Grove, CA Bilingual Spanish Required

Entry Level Actuarial Associate - HYBRID

Part Time (30 Hours) Associate Banker, Brookhurst and Ball Rd Branch, Anaheim, CA Bilingual Spanish Required

Part Time (20 Hours) Associate Banker, Norwalk Branch, Norwalk, CA

Finance Associate, EDV Program

Associate Banker

ASSOCIATE INVESTMENT - CA - PRIMARIES

Investment Associate, Direct Equity - Irvine

Associate Underwriter - Commercial Lines

Part Time (30 Hours) Associate Banker, Tustin Branch, Tustin, CA

BizOps Associate

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