Top 587 Client services specialist Jobs in Escondido, Ca

Client Services Specialist/Senior Client Services Specialist
Aldrich Wealth LP —Carlsbad, CA
- $36.05 - $45.67 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid parental leave
Quick Apply
Intake Specialist
Shegerian & Associates —San Diego, CA
- $54,000 - $58,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Research
- Typing
- Profit sharing
- Health insurance
Quick Apply
California Workers' Compensation Defense Attorney
The Law Offices of Richard K. Green, A.P.C. —California
- $100,000 - $225,000 a year
- Full-time
- Remote
- Writing skills
- Mid-level
- Under 1 year
- Health savings account
- Paid holidays
Quick Apply
14d
Experienced Front Desk Supervisor
Revive Med Spa —Encinitas, CA
- $20 - $25 an hour
- Weekends as needed
- Bilingual
- Microsoft Word
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Inbound Sales Representative B2C - CA Hybrid
San Diego Divorce Lawyers, APC —San Diego, CA
- $24 - $27 an hour
- 8 hour shift
- Hybrid work
- Background check
- Spanish
- Customer service
- Profit sharing
- Paid training
Quick Apply
Showroom Designer Specialist (Kitchen & Bath)
King Remodeling —San Diego, CA
- $59,797.09 - $72,013.70 a year
- Full-time
- Sales
- In-person
- Communication skills
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Senior Associate Attorney - Family Law
Confidential —California
- $220,000 - $320,000 a year
- Full-time
- Remote
- US work authorization
- Organizational skills
- Senior level
- Profit sharing
- Paid holidays
Quick Apply
Case Manager I, Employment Specialist - NCSH Residential
Health Right 360 —Escondido, CA
- $23.10 - $25.20 an hour
- Full-time
- Background check
- HIPAA
- Residential
- Commuter assistance
- Paid holidays
Quick Apply
Regional Precious Metals Buyer & Sales Representative – California (Coins, Jewelry & Bullion)
PGS Gold & Coin —California
- $50,000 - $120,000 a year
- Full-time
- Background check
- Sales
- Customer service
- Profit sharing
- Paid training
Quick Apply
Financial Advisor - (Sales Role, Training provided)
Northwestern Mutual La Jolla —La Jolla, CA
- $100,000 - $250,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor of Science
- Mid-level
- Paid training
- Health savings account
Quick Apply
PTs, SLPs & OTs (In-Home with Kids)
Radiant Kids Therapy —San Marcos, CA
- $82,000 - $105,000 a year
- Part-time
- 18 years or older
- Spanish
- Mid-level
- Continuing education credits
- Mileage reimbursement
Quick Apply
10d
Bilingual Lead Care Manager
SAN DIEGO CENTER FOR CHILDREN —San Diego, CA
- $22 - $25 an hour
- Full-time
- Spanish
- English
- Mid-level
- 403(b) matching
- Health insurance
Quick Apply
Retirement Plan Specialist
Employee Benefits Group —California
- From $60,000 a year
- Contract
- Remote
- Microsoft PowerPoint
- Microsoft Excel
- Sales
- Professional development assistance
- Flexible schedule
Quick Apply
Behavior Interventionist
Intercare Therapy —San Marcos, CA
- $22 - $26 an hour
- Part-time
- Bilingual
- High school diploma or GED
- Clinic
- Paid training
- Mileage reimbursement
Quick Apply
Retail Specialist
Empire Marketing Strategies, Inc. —Carlsbad, CA
- $41,600 - $45,760 a year
- Full-time
- Clean driving record
- Customer service
- Merchandising
- AD&D insurance
- Paid holidays
Quick Apply
Distribution Engineering Supervisor
Leidos —San Diego, CA
- $73,450 - $132,775 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Bachelor of Science
- Engineering
- Flexible schedule
Behavior Interventionist
Intercare Therapy —San Diego, CA
- $22 - $26 an hour
- Part-time
- Bilingual
- High school diploma or GED
- Clinic
- Paid training
- Mileage reimbursement
Quick Apply
Veterinary Technician - Surgery
VCA Animal Hospitals —Carlsbad, CA
- $25 - $34 an hour
- Full-time
- Mid-level
- Health insurance
- Dental insurance
Behavior Interventionist
Intercare Therapy —Poway, CA
- $22 - $26 an hour
- Part-time
- Bilingual
- High school diploma or GED
- Clinic
- Paid training
- Mileage reimbursement
Quick Apply
Floating Banker
Banner Bank —Escondido, CA
- $20 an hour
- Full-time
- Up to 50% travel
- Writing skills
- Basic math
- Paid holidays
- Health insurance

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Client Services Specialist/Senior Client Services Specialist

Aldrich Wealth LP
Carlsbad, CA

Quick Apply

Job Details

Full-time
$36.05 - $45.67 an hour

Benefits

Profit sharing
Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching

Qualifications

Spreadsheets
Investment management software
Customer relationship management (CRM) systems (technically supported)
Investment account customer support
Financial services
Productivity software
Financial data analysis tools

Full Job Description

Description:

We are seeking a professional and detail-oriented Client Services Specialist or Senior Client Services Specialist to join our team. This client-facing role is responsible for delivering exceptional service and support to our clients, ensuring their needs are met with efficiency and professionalism. The ideal candidate will possess strong communication skills, a proactive approach to problem-solving, and the ability to build and maintain positive client relationships. This role is essential to enhancing the overall client experience and supporting the ongoing success of our organization.

Why Aldrich Wealth

Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We serve high-net-worth individuals and corporate retirement plans through a thoughtful, holistic approach to wealth management and fiduciary responsibility. We are proud to be recognized as a Best Place to Work in our Oregon and California regions. With approximately $7 billion in assets under management, we offer the strength and stability of an established firm along with the opportunity to contribute to its continued growth.

At Aldrich Wealth, we believe an exceptional client experience begins with an exceptional team. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work.

Check out more about Aldrich at https://wealthadvisors.com/.

You'll Get a Chance To

Execute all service and operations needs for Schwab brokerage accounts including standard and complex new account opening, updating account features, and maintaining existing accounts.
Coordinate new client onboarding including completion of custodial paperwork, delivery of ADV & related disclosures, and new client welcome procedures.
Maintain client and account records in the Aldrich Wealth portfolio management, CRM, and Document management software
File client documents and records to the document management system
Responsible for client workflow actions including setting up and completing recurring actions as needed
Coordinate annual RMD calculation and distributions
Perform data exports and ad-hoc analysis utilizing spreadsheets and basic data queries/exports from portfolio management & CRM software
Adhere to existing processes and willingness to constructively troubleshoot and adjust them as needed
Participate in training new Client Services team members

Requirements:

What You Bring to the Team

Required:

Minimum 3 years of experience in a similar role at a financial services firm
Strong Microsoft Office skills (Word, Excel, and PowerPoint)
Experience working with RIA Custodians and utilizing a CRM
Broad knowledge of Investment Advisory practices, processes, and an understanding of wealth management
Skilled in time management and willingly sharing Team responsibilities; sharing workflow and projects as appropriate

Preferred:

Bachelor’s degree in Finance, Business, or related degree from an accredited college or university
Experience with Charles Schwab (Custodian), Salentica Engage (CRM), and Tamarac (Portfolio Management)
Experience with alternative investments and SMAs

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions.

A reasonable estimate of the current range for the non-exempt full-time position is $36.05-$45.67 per hour ( approx. $75,000-$95,000 annual salary). Salary offered will be based on years of relevant experience and the finalized job title.

For a full summary of our benefit offerings, check out Life at Aldrich here.

What You Should Know

This is a full-time position. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This is a hybrid position where you must be in the office at least 2 days per week.

Candidates must be legally authorized to work in the United States without the need for employer sponsorship.

To Apply

Please submit your resume and cover letter (optional).

We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.

#LI-HYBRID

Quick Apply

Refine Your Search

client services specialist jobs in escondido, ca

Client Services Specialist/Senior Client Services Specialist

Intake Specialist

California Workers' Compensation Defense Attorney

Experienced Front Desk Supervisor

Inbound Sales Representative B2C - CA Hybrid

Showroom Designer Specialist (Kitchen & Bath)

Senior Associate Attorney - Family Law

Case Manager I, Employment Specialist - NCSH Residential

Regional Precious Metals Buyer & Sales Representative – California (Coins, Jewelry & Bullion)

Financial Advisor - (Sales Role, Training provided)

PTs, SLPs & OTs (In-Home with Kids)

Bilingual Lead Care Manager

Retirement Plan Specialist

Behavior Interventionist

Retail Specialist

Distribution Engineering Supervisor

Behavior Interventionist

Veterinary Technician - Surgery

Behavior Interventionist

Floating Banker

I want to receive the latest job alert for client services specialist in escondido, ca

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