Top 1066 Client associate Jobs in Irvine, Ca

Part-Time Client Service Associate (Irvine, CA)
Raymond James Financial, Inc. —Irvine, CA
- $21,567 - $45,000 a month
- Part-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
6d
Client Service Associate
Beacon Pointe Advisors LLC —Newport Beach, CA
- $60,000 - $65,000 a year
- Office
- Finance
- Analysis skills
Retail Associate - South Coast Plaza
Aritzia —Costa Mesa, CA
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Part-Time Retail Sales Associate
KOHLS —Irvine, CA
- $17 - $24 an hour
- Part-time
- Writing skills
- Merchandising
- 16+ years old
- Disability insurance
- Dental insurance
Client Service Senior Associate
JPMorganChase —Irvine, CA
- $75,050 - $107,000 a year
- Full-time
- Google Workspace
- Bachelor of Science
- Research
- Health insurance
- Tuition reimbursement
Sr. Client Service Associate
Vance Wealth —Costa Mesa, CA
- $35 - $45 an hour
- Writing skills
- Mid-level
- Office
Associate Account Manager Client Services
Optum —Costa Mesa, CA
- $29 - $52 an hour
- Overtime
- Remote
- Sales
- Pass drug screening
- Mid-level
- AD&D insurance
- Employee stock purchase plan
12h
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
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
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
Associate Attorney – Probate, Trust & Conservatorship Litigation
The Legacy Lawyers, PC —Irvine, CA
- $155,000 - $168,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Loan repayment program
Quick Apply
Associate Attorney - California
Plante Huguenin Launi Kahn LLP —Irvine, CA
- $130,000 - $180,000 a year
- Full-time
- 5 years
- Writing skills
- Research
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Confidential —Orange County, CA
- From $120,000 a year
- Full-time
- Mid-level
- US work authorization
- Organizational skills
- Health insurance
- 401(k)
Quick Apply
Associate Attorney
O'Dell Law Group, APC —San Juan Capistrano, CA
- $145,000 - $175,000 a year
- Full-time
- Hybrid work
- Writing skills
- US work authorization
- 1 year
- Health insurance
- Dental insurance
Quick Apply
2027 Summer Associate
The Legacy Lawyers, PC —Irvine, CA
- $2,900 a week
- Temporary
- Google Workspace
- Typing
- In-person
Quick Apply
Associate Attorney - Wage & Hour Class Action (Irvine)
Wilshire Law Firm —Irvine, CA
- $140,000 - $275,000 a year
- Full-time
- 18 years or older
- Writing skills
- 11+ years
- AD&D insurance
- Paid holidays
Associate Attorney
O'Dell Law Group, APC —San Juan Capistrano, CA
- $145,000 - $175,000 a year
- Full-time
- Hybrid work
- Writing skills
- US work authorization
- 1 year
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney | Medical Malpractice Defense | Hybrid |
LaFollette Johnson DeHaas Fesler & Ames —Santa Ana, CA
- $150,000 - $180,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Organizational skills
- Health savings account
- Health insurance
Quick Apply
Tax Support Associate – Retail
Intuit —Irvine, CA
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
12d

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client associate jobs near irvine, ca

Part-Time Client Service Associate (Irvine, CA)

Raymond James Financial, Inc. -
Irvine, CA

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Job Details

Part-time
$21,567 - $45,000 a month
6 days ago

Benefits

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

Qualifications

High school diploma or GED

Full Job Description

Job Description Summary

Advise clients about a range of banking products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances. Have direct contact with customers.

Job Description

Job Summary

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Essential Duties and Responsibilities

Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.

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

With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.

Opens new client accounts and researches client and security information using internal databases and other technologies.

For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct 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.

Assists Financial Advisors with marketing efforts including seminars and other client-facing events.

May enter orders at the direction of the Financial Advisor.

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

Performs other duties and responsibilities as assigned.

Knowledge of

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

General office practices, procedures, and methods.

Investment concepts, practices and procedures used in the securities industry.

Financial markets, products and industry regulations.

Skill in

Client Relationship Management (CRM) software, or similar contact management software.

Excel, including developing spreadsheets as needed and for ongoing reporting.

Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

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.

Identify time sensitive items and assess competing priorities.

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, both orally and in writing, with all organizational levels, in person and virtually.

Work both independently and as part of a cohesive team.

Provide a high level of customer service.

Education/Previous Experience

High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Education

High School (HS) (Required)

Work Experience

General Experience - 0 to 3 months

Certifications

Salary Range

$45,000.00-$21,567.00

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.

Apply Now

Refine Your Search

client associate jobs in irvine, ca

Part-Time Client Service Associate (Irvine, CA)

Client Service Associate

Retail Associate - South Coast Plaza

Part-Time Retail Sales Associate

Client Service Senior Associate

Sr. Client Service Associate

Associate Account Manager Client Services

Client Service Associate

Registered Client Service Associate

Client Service Associate (Newport Beach, CA)

Client Services Associate - Santa Ana, CA (Onsite)

Associate Attorney – Probate, Trust & Conservatorship Litigation

Associate Attorney - California

Associate Attorney

Associate Attorney

2027 Summer Associate

Associate Attorney - Wage & Hour Class Action (Irvine)

Associate Attorney

Associate Attorney | Medical Malpractice Defense | Hybrid |

Tax Support Associate – Retail

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