Top 172 Client services associate Jobs in Buena Park, Ca

Client Service Associate
Raymond James Financial, Inc. —Brea, CA
- $60,000 - $85,000 a year
- Full-time
- Research
- Office
- Math
- Profit sharing
- Paid holidays
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
Inside Sales & Customer Success Representative – 3+ Electrical Experience Required
Castillo Electric Distribution —Signal Hill, CA
- $25 - $28 an hour
- Full-time
- Hybrid work
- Spanish
- English
- Mid-level
- Health insurance
- Dental insurance
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
AT&T Client Associate
CA Fiber Solutions —Huntington Beach, CA
- $3,800 - $4,800 a month
- Full-time
- Mid-level
- In-person
- Leadership
Quick Apply
22h
Client Support Associate
Northvale Group —Glendale, CA
- $3,800 - $4,800 a month
- Full-time
- In-person
- Entry level
- Employee discount
Quick Apply
8d
Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Anaheim, CA
- $31 - $72 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
3d
Client Service Representative
VCA Animal Hospitals —Lawndale, CA
- $17 - $25 an hour
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Implementation Specialist I / Client Onboarding
ADP —La Palma, CA
- $17.02 - $30.14 an hour
- Overtime
- Hybrid work
- Spanish
- Writing skills
- No experience needed
- Wellness program
- Disability insurance
Customer Service Rep / Call Center / Client Support
ADP —La Palma, CA
- $17.02 - $30.14 an hour
- Overtime
- Hybrid work
- Spanish
- Military
- Writing skills
- Wellness program
- Disability insurance
Associate, Client Services
Third Bridge —Los Angeles, CA
- $96,000 - $127,000 a year
- Leadership
- Entry level
- Commercial
- Health insurance
- Dental insurance
Quick Apply
Client Success Associate
EBizCharge —Irvine, CA
- Full-time
- Microsoft Outlook
- Office
- Communication skills
- Paid holidays
- Health insurance
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 Support Specialist - Homeless Services
Whittier First Day —Santa Fe Springs, CA
- $25 an hour
- Overnight shift
- Background check
- Hospitality
- Spanish
- Health insurance
- Dental insurance
Quick Apply
Senior Associate – Private Client Services
Andersen —Los Angeles, CA
- $98,900 - $124,400 a year
- CPA
- Research
- Mid-level
- Paid holidays
- Health insurance
Registered Client Service Associate
Morgan Stanley —Irvine, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
14d
Client Human Resources Business Partner III
ADP —La Palma, CA
- $69,300 - $129,200 a year
- Full-time
- 5 years
- Military
- Writing skills
- Wellness program
- Disability 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
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 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

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Client Service Associate

Raymond James Financial, Inc. -
Brea, CA

Apply Now

Job Details

Full-time
$60,000 - $85,000 a year

Benefits

Profit sharing
Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Financial services

Full Job Description

Job Description

At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients, helping to form lifelong and intimate relationships.

As we grow, we are seeking a Client Service Associate to support our Financial Advisors, clients, and overall branch operations. The ideal candidate has strong administrative, organization, and customer service skills.

When you become a part of the Blunt Wealth Services family, you will have a highly collaborative, positive, and trusted team by your side!

Essential Duties and Responsibilities

Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office

Opens new client accounts, process money movement, and researches information as needed

Ensures client paperwork and documentation is accurate prior to submission and processing. Follows up to ensure accurate completion

Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients

Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor

Creates and maintains records and files utilizing Client Relationship Management (CRM) software

Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures

Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of

Company’s working structure, policies, mission, and strategies

General office practices, procedures, and methods

Basic investment concepts, practices and procedures used in the securities industry

Financial markets, products and industry regulations

Skill in

Client Relationship Management (CRM) software

Microsoft Office

Effective communication (in-person, virtual, phone and mail)
Marketing, branding, and social media

Ability to

Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

Analyze and research account information

Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment

Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns

Handle stressful situations and provide a high level of customer service in a calm and professional manner

Analyze problems and establish solutions in a fast-paced environment

Use mathematics sufficient to process account and transaction information

Use appropriate interpersonal styles and communicate effectively

Work both independently and as part of a team

Provide a high level of customer service

Experience: 1+ years of experience in the financial services industry.

Salary: $60,000 - $85,000

Benefits: Medical, Retirement + Profit Sharing, Annual Discretionary Bonus, PTO

Travel: Not Required

Workstyle: Onsite

Blunt Wealth Management and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term “Raymond James” includes, but is not limited to, Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this

Education

Work Experience

Certifications

Salary Range

$70,304.00-$85,000.00

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-LS1

Apply Now

Refine Your Search

client services associate jobs in buena park, ca

Client Service Associate

Client Service Associate II

Inside Sales & Customer Success Representative – 3+ Electrical Experience Required

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

AT&T Client Associate

Client Support Associate

Sales Representative (Sales, Customer Service)

Client Service Representative

Implementation Specialist I / Client Onboarding

Customer Service Rep / Call Center / Client Support

Associate, Client Services

Client Success Associate

Client Service Associate

Client Support Specialist - Homeless Services

Senior Associate – Private Client Services

Registered Client Service Associate

Client Human Resources Business Partner III

Client Services Associate - Santa Ana, CA (Onsite)

Registered Client Service Associate

Client Service Associate (Newport Beach, CA)

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