Top 75 finance associate Jobs in foothill ranch, 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
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Table Games Associate (Banker)
Qualified Player Services —Lake Elsinore, CA
- From $17.50 an hour
- Overtime
- Background check
- Customer service
- Basic math
- Paid training
- Health insurance
Quick Apply
Financial Analyst/Financial Analyst, Associate
OCTA —Orange, CA
- $38.71 - $53.76 an hour
- Full-time
- Mid-level
- Office
- Finance
Finance Associate, EDV Program
Rivian —Irvine, CA
- Full-time
- Oracle
- Writing skills
- Finance
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
Associate Banker
BMO Financial Group —Tustin, CA
- $41,714 - $50,500 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
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
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
Financial Analyst/Financial Analyst, Associate
Orange County Transportation Authority —Orange, CA
- $38.71 - $53.76 an hour
- Full-time
- Mid-level
- Office
- Finance
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
Associate Underwriter - Commercial Lines
Amwins Internships —Irvine, CA
- $70,304 a year
- Full-time
- Hybrid work
- Customer service
- Office
- Typing
- Paid holidays
- Health insurance
Senior Associate - Wealth Management (Exclusive Family Office)
ASPIRIANT LLC —Irvine, CA
- $92,000 - $130,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CPA
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
Asset Management Associate
MBK Real Estate Companies —Irvine, CA
- $140,000 - $150,000 a year
- Full-time
- Hybrid work
- English
- Mid-level
- Office
- AD&D insurance
- Health insurance
Treasury Planning Associate
Hyundai Capital America —Irvine, CA
- $72,000 - $108,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid parental leave
- Health savings account
Financial Planning Associate -Irvine (Hybrid)
EP Wealth Advisors, LLC —Irvine, CA
- $70,000 - $93,500 a year
- Full-time
- Hybrid work
- Data analysis skills
- Research
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Operations & Office Associate - Financial Services
Compak Asset Management —Newport Beach, CA
- $55,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health savings account
- Paid holidays
Quick Apply
5d
Registered Client Service Associate
Morgan Stanley —Riverside, CA
- $33,280 - $85,000 a year
- Writing skills
- Mid-level
- Office
Financial Planning and Analysis (FP&A) - Senior Associate
Riveron —Orange County, CA
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Oracle
- Mid-level
- Office
- Health insurance
- Dental insurance
Asset Management Associate
MBK Real Estate —Irvine, CA
- $140,000 - $150,000 a year
- Full-time
- Hybrid work
- English
- Mid-level
- Office
- AD&D insurance
- Health insurance
Quick Apply

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finance associate jobs near foothill ranch, 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 foothill ranch, ca

Financial Client Services Associate (Specialist)-Irvine, CA

Private Equity Investment Sales Associate

Table Games Associate (Banker)

Financial Analyst/Financial Analyst, Associate

Finance Associate, EDV Program

Associate Underwriter - Commercial Lines

Associate Banker

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

Investment Associate, Direct Equity - Irvine

Financial Analyst/Financial Analyst, Associate

ASSOCIATE INVESTMENT - CA - PRIMARIES

Associate Underwriter - Commercial Lines

Senior Associate - Wealth Management (Exclusive Family Office)

Asset Management Associate

Treasury Planning Associate

Financial Planning Associate -Irvine (Hybrid)

Operations & Office Associate - Financial Services

Registered Client Service Associate

Financial Planning and Analysis (FP&A) - Senior Associate

Asset Management Associate

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