Top 79 Finance operations occupations Jobs in Costa Mesa, 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
Paraplanner
Cooper McManus Wealth Management —Irvine, CA
- $75,000 - $100,000 a year
- Full-time
- Background check
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
Performance Operations Associate/ Senior Associate
PIMCO —Newport Beach, CA
- $87,000 - $112,500 a year
- Online Application
- Mid-level
- Office
- Finance
Business Operations Analyst
Stretto —Irvine, CA
- $28.85 - $31.25 an hour
- Full-time
- Research
- Mid-level
- Office
Quick Apply
2d
Branch Operations Analyst - Analyst
Deutsche Bank —Santa Ana, CA
- $54,000 - $83,500 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Work from home
14d
Quality Assurance Analyst (Temporary up to 90 days)
Banc of California —Santa Ana, CA
- Temporary
- Computer literacy
- Basic math
- Mid-level
5d
Middle Office Operations, Vice President
State Street —Irvine, CA
- $115,000 - $197,500 a year
- Full-time
- Hybrid work
- Office
- Accounting
- Senior level
- Disability insurance
- Health insurance
Senior Banking Wire Operations Representative (On-Site)
First American Financial Corporation —Santa Ana, CA
- Mid-level
- Office
- 3 years
- Employee stock purchase plan
- Health insurance
Compliance Analyst
CommerceWest Bank —Irvine, CA
- $50,000 - $65,000 a year
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Middle Office Operations, Officer
State Street —Irvine, CA
- $65,000 - $106,250 a year
- Full-time
- Research
- Office
- Finance
- Disability insurance
- Health insurance
Central Operations Specialist 1
Farmers and Merchants Bank of Long Beach —Seal Beach, CA
- $20.50 - $30.50 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Middle Office Operations, Assistant Vice President
State Street —Irvine, CA
- $80,000 - $140,000 a year
- Full-time
- 5 years
- Research
- Office
- Disability insurance
- Health insurance
Head of Fraud Operations
Collectors —Santa Ana, CA
- $139,641 - $200,711 a year
- Email
- SQL
- Machine learning
- Continuous improvement
- Commuter assistance
- Paid holidays
Treasury Specialist
Kia Motors America —Irvine, CA
- $77,105.26 - $100,226.82 a year
- 5 years
- Research
- Mid-level
- Paid holidays
- Health insurance
Electronic Services Specialist II
Eagle Community Credit Union —Foothill Ranch, CA
- $26 - $30 an hour
- Overtime
- Mid-level
- Analysis skills
- Ability to sit for extended periods
- Health insurance
- Dental insurance
Quick Apply
11d
Senior Banking Wire Operations Representative (On-Site)
First American Trust, F.S.B. —Santa Ana, CA
- $26.88 - $35.83 an hour
- Full-time
- Research
- Mid-level
- Office
- Employee stock purchase plan
- Health insurance
Quick Apply
Banking Coordinator
FirstService Residential —Irvine, CA
- $23.50 - $24.00 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
M&A IT Diligence Senior Consultant
Deloitte —Costa Mesa, CA
- $151,500 - $252,500 a year
- Full-time
- Up to 50% travel
- ERP systems
- Presentation skills
Core Ops Manager Senior - ABOR Resolution and Control
Capital Group Companies —Irvine, CA
- $185,107 - $314,682 a year
- Full-time
- Research
- Office
- Finance
- Benefits from day one
- Retirement plan
Treasury Operations Specialist
Mechanics Bank —Irvine, CA
- $25.50 - $30.00 an hour
- Full-time
- Mid-level
- Office
- Residential
- Free parking
- Commuter assistance

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finance operations occupations jobs near costa mesa, 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

finance operations occupations jobs in costa mesa, ca

Client Service Associate II

Paraplanner

Performance Operations Associate/ Senior Associate

Business Operations Analyst

Branch Operations Analyst - Analyst

Quality Assurance Analyst (Temporary up to 90 days)

Middle Office Operations, Vice President

Senior Banking Wire Operations Representative (On-Site)

Compliance Analyst

Middle Office Operations, Officer

Central Operations Specialist 1

Middle Office Operations, Assistant Vice President

Head of Fraud Operations

Treasury Specialist

Electronic Services Specialist II

Senior Banking Wire Operations Representative (On-Site)

Banking Coordinator

M&A IT Diligence Senior Consultant

Core Ops Manager Senior - ABOR Resolution and Control

Treasury Operations Specialist

I want to receive the latest job alert for finance operations occupations in costa mesa, ca

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