Top 340 Engagement specialist Jobs in Irvine Ca

Client Relationship Specialist
Apella Wealth —Costa Mesa, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Companion Care Specialist
At Home VA Staffing —Irvine, CA
- $22 - $23 an hour
- Part-time
- Background check
- CPR Certification
- Vital signs
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Compliance Specialist
Avanath —Irvine, CA
- $84,000 - $85,000 a year
- Word processing
- Computer literacy
- Writing skills
- Paid holidays
- Health insurance
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Enrollment Specialist
Big Brothers Big Sisters of Orange County & the Inland Empire —Santa Ana, CA
- $22 - $28 an hour
- Weekends as needed
- Background check
- Spanish
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Marketing Specialist
WSH Management, Inc. —Irvine, CA
- $33.65 - $38.46 an hour
- Full-time
- Microsoft Outlook
- Marketing
- Mid-level
- Paid holidays
- Health insurance
Engagement & Partnerships Representative (Community Relations Specialist)
CalOptima —Orange, CA
- Weekends as needed
- Background check
- Spanish
- Clean driving record
- Tuition reimbursement
- Paid time off
14d
Market Development Specialist
K&L Gates —Irvine, CA
- $85,000 - $127,000 a year
- Full-time
- Remote
- Background check
- Addiction Medicine
- Marketing
- Profit sharing
- Wellness program
Exhibitions and Publications Specialist
University of California, Irvine —Costa Mesa, CA
- $28.88 - $49.76 an hour
- Full-time
- Background check
- Writing skills
- Data analysis skills
- Health insurance
- Retirement plan
9d
Operations Specialist, UpSkill OC
United Way —Irvine, CA
- $35 - $38 an hour
- Email
- Computer literacy
- Writing skills
- Research
Social Media Content Specialist
Angels Creation Reproductive Center —Irvine, CA
- $52,000 - $60,320 a year
- Full-time
- Marketing
- Office
- Microsoft Office
- Health insurance
- Paid time off
Quick Apply
Marketing Specialist ( Social Media & Brand Marketing)
T&T Supermarket —Brea, CA
- $70,304 - $85,000 a year
- Full-time
- Spanish
- Marketing
- Ability to walk for extended periods
- Health insurance
- Dental insurance
Quick Apply
Disability Benefits Specialist
Friendship Shelter —Laguna Woods, CA
- $26.23 an hour
- Full-time
- Writing skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Digital Marketing Specialist - E-commerce & Social Media
SIC Enterprise Inc —Fullerton, CA
- $50,000 - $75,000 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Word
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Marketing Specialist (In-Store Communication) Bilingual Chinese
T&T Supermarket —Brea, CA
- $70,304 - $85,000 a year
- Full-time
- Spanish
- Marketing
- Ability to walk for extended periods
- Health insurance
- Dental insurance
Quick Apply
Legal Template Development Specialist
Lightning Docs —Irvine, CA
- $32 - $42 an hour
- Full-time
- Office
- Quality control
- In-person
- Health insurance
- Dental insurance
Quick Apply
Leasing Specialist
Avanath —Corona, CA
- $19 - $21 an hour
- Weekends as needed
- Spanish
- Word processing
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
14d
Behavior Support Specialist
Community Autism Services —Anaheim, CA
- $21 - $26 an hour
- Part-time
- 18 years or older
- No experience needed
- High school diploma or GED
- Paid training
- Tuition reimbursement
Quick Apply
Behavior Support Professional-Driver
OPARC —Walnut, CA
- $22.50 an hour
- Full-time
- Background check
- Spanish
- CPR Certification
Quick Apply
Business Development & Community Engagement Specialist
US Colleges —Santa Ana, CA
- $71,000 - $77,000 a year
- 7 years
- Marketing
- Customer service
Quick Apply
Mental Health Business Development Specialist
Alter Behavioral Health —Dana Point, CA
- $100,000 - $165,000 a year
- Full-time
- Background check
- CPR Certification
- BLS Certification
- Health insurance
- Dental insurance
Quick Apply
3d

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Client Relationship Specialist

Apella Wealth
Costa Mesa, CA

Quick Apply

Job Details

Full-time
$70,000 - $80,000 a year

Benefits

Paid parental leave
Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Pet insurance

Qualifications

Experience with high net worth individuals (as financial trust officer)
Financial planning
Client relationship management
Customer communication
Wealth management
Investment management experience
Bachelor's degree
Client services experience
Relationship management
Financial services

Full Job Description

About Apella

Apella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors, families, businesses and institutions.

Founded in 2014, we are growing rapidly with more than $10B in assets under management. We are scaling both organically and through strategic acquisitions as we enter new regional markets and develop world-class, client-relevant capabilities.

Most importantly, we are growing by identifying the right partners that embrace our culture, share in our values, and are dedicated to putting client service first in all they do.

We compete for talent.

We owe it to our clients and our co-workers to find the right people for them and us.At Apella, we do meaningful financial planning with people we genuinely enjoy working with.

Where you’ll work:

This role will be located on our Costa Mesa, CA –hybridbased team and be expected to be available for in-office meetings with some remote work flexibility as determined by your specific team leadership.

The Role

As an Apella Client Relationship Specialist, you’ll serve as a primary point of contact for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients working in close, daily collaboration with one or more Apella Advisors. This role reports into a Client Relationship Specialist, Lead and works as part of a team of two or more CRSs being supported by an Account Services Associate (ASA).

This is a rare opportunity to step into a well-supported, high-trust, client-facing role within a national, fee-only RIA. You’ll receive the opportunity to shape and build deep, meaningful relationships with HNW/UHNW clients as you support seasoned Apella Advisors and provide increasing leverage to their activities.

The CRS role has two equally important areas of focus:

First, you will be charged with assisting experienced advisors as they lead client relationships and deliver holistic financial advisement across retirement planning, investments, tax planning, estate management, and insurance. In this high leverage role, you will be tasked with providing support to the Apella Advisor(s) across all administrative and operational areas. As your experience and knowledge grow, client support work done by the Apella Advisor(s) will increasingly shift to you as you become more capable of providing capacity on the team.

The second area of focus is building the client relationship. This role has daily interaction with Apella clients. As such, you will be on the front-line impacting their experience as an Apella client and representing the firm with every touch point. The expectation is that the CRS will consistently exceed client expectations and develop a rapport that fosters confidence, client loyalty, and long-term value for both the client and firm.

Though the position is client facing, this is not a sales-related role and there is zero expectation of business development. As such, we seek individuals aligned with our culture and who look forward to working closely with a collaborative team led by seasoned CFP® practitioners and client service leaders.

What you’ll be responsible for:

Serve as the frontline representative of the Apella Advisor team, fostering trusted client relationships and ensuring a seamless, positive experience
Liaise between clients, Apella Advisors, and custodians by communicating, monitoring, and escalating service requests to ensure efficient and accurate processing
Proactively organize and manage books of business, calendars, and schedules to optimize efficiency and enable a focus on client growth
Deliver a “white glove” client engagement experience including birthday/special event communications, organizing client events, sending holiday gifts and celebrating life milestones
Maintaining vigilance against potential fraud and cybersecurity breaches for the client and firm
Process account paperwork and maintain related client files
Support Advisors’ calendars, proactively contact clients to schedule review meetings
Respond to client requests for service and process those requests in a timely manner
Answer client calls, relay messages, and greet clients during scheduled meetings
Establish and maintain organized department files and records
Plan and/or attend meetings as requested by your Apella Advisors
Assist with designated projects including supporting ASA personnel duties on an as needed basis

What qualifications we’re looking for:

A four-year degree in business, finance, economics or similarly relevant field preferred (not required)
3-5 years of experience working directly with clients & owning the client experience, preferably in a financial service environment
High initiative personality and superb judgment under pressure
Ability to navigate competing priorities while maintaining composure and focus
Knowledge of investment products and custodial accounts
Exceptional critical thinking abilities and attention to detail
Excellent written and oral communication skills; strong listening skills; professional demeanor
Strong organizational, prioritization and project management skills
Ability to multi-task and manage time effectively in a fast-paced environment
Ability to work independently and as part of a team
Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); ERP and CRM software
Eager to learn and able to adapt quickly to multiple technology platforms and rapid change

What we offer:

A base salary range of $70K - $80K with discretionary bonus and opportunity to learn the wealth advisory industry from experienced Apella Advisors and interact with HNW/UHNW clients on a daily basis.

A comprehensive benefits package including:

Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs
Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution
401(k) retirement plan with company match to help you achieve your financial goals
Generous paid time off (PTO) policy to ensure you have time to rest and recharge when needed
Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options
16-week fully paid Parental Leave programs and adoption assistance support to help you start a family
Continuing education and certification fee reimbursement for professional development
Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more
Most importantly: The chance to help shape the future of a growing regional team and firm

Gallagher's HR & Organizational effectiveness team provides expert guidance and hands-on support in HR, Recruiting, and Payroll to help organizations stay focused on achieving their strategic business goals.

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Tuition reimbursement
Vision insurance

Work Location: Hybrid remote in Costa Mesa, CA 92628

Quick Apply

Refine Your Search

engagement specialist jobs in irvine ca

Client Relationship Specialist

Companion Care Specialist

Compliance Specialist

Enrollment Specialist

Marketing Specialist

Engagement & Partnerships Representative (Community Relations Specialist)

Market Development Specialist

Exhibitions and Publications Specialist

Operations Specialist, UpSkill OC

Social Media Content Specialist

Marketing Specialist ( Social Media & Brand Marketing)

Disability Benefits Specialist

Digital Marketing Specialist - E-commerce & Social Media

Marketing Specialist (In-Store Communication) Bilingual Chinese

Legal Template Development Specialist

Leasing Specialist

Behavior Support Specialist

Behavior Support Professional-Driver

Business Development & Community Engagement Specialist

Mental Health Business Development Specialist

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