Top 531 Monitoring 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
Match Support Specialist
Big Brothers Big Sisters of Orange County & the Inland Empire —Santa Ana, CA
- $22 - $28 an hour
- Weekends as needed
- Spanish
- Writing skills
- English
- Health insurance
- Dental insurance
Quick Apply
Benefits Technology Specialist - Insurance Advisory Solutions, West Region
The Baldwin Group —Irvine, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Travel
Technical Support Specialist, Monitoring
Nihon Kohden —Irvine, CA
- $25 - $40 an hour
- Full-time
- Remote
- Bachelor of Science
- Mid-level
- Organizational skills
Senior Paid Google Ads Specialist
Sweet James —Newport Beach, CA
- $85,000 - $110,000 a year
- Full-time
- Office
- Analysis skills
- Bachelor's degree
- Free parking
- Health savings account
Quick Apply
Trading Specialist
TCFG Wealth Management —Laguna Niguel, CA
- $25.82 - $28.12 an hour
- Extended hours
- Background check
- Writing skills
- Research
- Health insurance
- Dental insurance
Quick Apply
Loan Resolution Specialist
AMIP Management —Lake Forest, CA
- $75,000 - $100,000 a year
- Full-time
- Background check
- 7 years
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Delegation Oversight
Champion Health Plan —Long Beach, CA
- From $60,000 a year
- Full-time
- Microsoft Excel
- LVN
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Lead Registered Veterinary Technician (RVT)
Aspire Veterinary Center —La Palma, CA
- $28 - $40 an hour
- Full-time
- Background check
- Spanish
- 7 years
- Continuing education credits
- Health insurance
Quick Apply
E-Commerce Operations Associate
Dogtra Company —Garden Grove, CA
- $23 - $25 an hour
- Full-time
- Background check
- Microsoft Outlook
- Marketing
- Paid holidays
- Health insurance
Quick Apply
Registered Veterinary Technicians - Specialty, ER & Critical Care
AVSG Internal Medicine, Emergency & Critical Care —Tustin, CA
- $25 - $45 an hour
- 12 hour shift
- Mid-level
- Surgery
- Operating room
- Paid parental leave
- Health insurance
Quick Apply
Senior Hotline CS Specialist or Customer Service Specialist(Mandarin Required)
Gofo Inc —Chino, CA
- $25 - $35 an hour
- Full-time
- English
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
1h
Sales Account Executive – International Logistics
Laufer Group International —Long Beach, CA
- $80,000 - $120,000 a year
- Full-time
- Mid-level
- 3 years
- Business development experience
- Commuter assistance
- Health savings account
Quick Apply
Military Service - U.S. Air National Guard, Air Traffic Control
Military Service - U.S. Air National Guard Recruiting —California
- From $65,981.27 a year
- Full-time
- English
- Mid-level
- Health insurance
School Speech Language Pathologist (SLP) | Fullerton, California
ProCare Therapy —Fullerton, CA
- $45.53 - $72.53 an hour
- Contract
- School experience
- Mid-level
- Children
Quick Apply
11d
Military Service - U.S. Air National Guard, Aerospace Medical Service
Military Service - U.S. Air National Guard Recruiting —California
- From $49,838.78 a year
- Full-time
- Anatomy knowledge
- High school diploma or GED
- Assembly
Companion Care Specialist
At Home VA Staffing —Irvine, CA
- $22 - $23 an hour
- Part-time
- Background check
- CPR Certification
- Vital signs
Quick Apply
Travel Registered Nurse RN Cardiovascular Operating Room CVOR
OneStaffMedical —Fullerton, CA
- $2,616 a week
- Travel nursing
- Surgery
- Mid-level
- Travel
- Disability insurance
- Health insurance
Quick Apply
7d
Travel Registered Nurse RN Cardiovascular Operating Room CVOR
OneStaffMedical —Long Beach, CA
- $3,235 a week
- Travel nursing
- Surgery
- Mid-level
- Travel
- Disability insurance
- Health insurance
Quick Apply
7d
Compliance Specialist
Avanath —Irvine, CA
- $84,000 - $85,000 a year
- Word processing
- Computer literacy
- Writing skills
- Paid holidays
- Health insurance
Quick Apply

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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

monitoring specialist jobs in irvine ca

Client Relationship Specialist

Match Support Specialist

Benefits Technology Specialist - Insurance Advisory Solutions, West Region

Technical Support Specialist, Monitoring

Senior Paid Google Ads Specialist

Trading Specialist

Loan Resolution Specialist

Delegation Oversight

Lead Registered Veterinary Technician (RVT)

E-Commerce Operations Associate

Registered Veterinary Technicians - Specialty, ER & Critical Care

Senior Hotline CS Specialist or Customer Service Specialist(Mandarin Required)

Sales Account Executive – International Logistics

Military Service - U.S. Air National Guard, Air Traffic Control

School Speech Language Pathologist (SLP) | Fullerton, California

Military Service - U.S. Air National Guard, Aerospace Medical Service

Companion Care Specialist

Travel Registered Nurse RN Cardiovascular Operating Room CVOR

Travel Registered Nurse RN Cardiovascular Operating Room CVOR

Compliance Specialist

I want to receive the latest job alert for monitoring specialist in irvine ca

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