Top 26043 Service team Jobs in Ladera Ranch, Ca

Client Service Specialist
John Stokes Financial —Irvine, CA
- $30 - $38 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Quick Apply
Skilled Barista FOH Customer Service
Lola's Cafe —Ladera Ranch, CA
- $17 - $19 an hour
- 8 hour shift
- Customer service
- High school diploma or GED
- POS
- Paid training
- 401(k) matching
Quick Apply
ENVIRONMENTAL SERVICES, CUSTOMER SUPPORT SPECIALIST
BELSHIRE —Foothill Ranch, CA
- $23 - $28 an hour
- Overtime
- Writing skills
- Research
- Office
- Paid holidays
- Health insurance
Driver Helper
OC Delivery direct LLC —Mission Viejo, CA
- From $18 an hour
- Overtime
- Background check
- 18 years or older
- Pass drug screening
- Paid training
- Health insurance
Quick Apply
Catering Office "Client Services"
Taste Catering - Lake Forest, CA —Lake Forest, CA
- From $25 an hour
- Full-time
- In person
- Office
- Microsoft Office
- Driver's License
- Cell phone reimbursement
Quick Apply
Panini Kabob Grill - Server, Busser, Host (+TIPS Up To $800 a Week)
Santa Crown, Inc. —Mission Viejo, CA
- $16.90 an hour
- Part-time
- Basic math
- English
- Ability to lift 50 pounds
Quick Apply
3d
Cashier
BRONX SANDWICH M.V. —Mission Viejo, CA
- From $19 an hour
- No experience needed
- Quick service & fast food restaurant
- Communication skills
Quick Apply
13d
Admissions Assistant
Sun Mar Health Care —Lake Forest, CA
- Part-time
- Skilled nursing facility
- Guest services
- Entry level
Quick Apply
Takeout
Truly Pizza LLC —Dana Point, CA
- $21 an hour
- Part-time
- Computer literacy
- Computer skills
- Ability to stand for extended periods
Quick Apply
Cashier/Host
Bad to the Bone —San Juan Capistrano, CA
- $18 - $24 an hour
- Part-time
- Restaurant
- Communication skills
- Entry level
- 401(k) matching
- Employee discount
Quick Apply
Server/Food Runner
Seasurf Fish Co —Laguna Niguel, CA
- From $16.90 an hour
- Part-time
- Fast casual restaurant
- Cash register
- In-person
- Opportunities for advancement
Quick Apply
11d
Sendero Juicer
NEKTER JUICE BAR INC —Mission Viejo, CA
- $20 - $21 an hour
- 8 hour shift
- High school diploma or GED
- Ability to lift 50 pounds
- Quick service & fast food restaurant
- 401(k)
- Employee discount
Quick Apply
Cashier - Board & Brew Laguna Niguel
Blacktop Restaurant Group LLC —Laguna Niguel, CA
- $16.98 an hour
- Part-time
- Ability to walk for extended periods
- Ability to lift 50 pounds
- In-person
- Employee discount
- Flexible schedule
Quick Apply
13d
Receptionist / Scheduling Coordinator
Niguel Family Dentistry —Laguna Niguel, CA
- $21 - $32 an hour
- Full-time
- Background check
- Dental office
- Sales
- Paid training
- Dental insurance
Quick Apply
5d
Cashier
Bear Flag Fish Company —Newport Coast, CA
- $16.90 - $25.00 an hour
- Part-time
- High school diploma or GED
- Ability to stand for extended periods
- Restaurant
- Health insurance
- Opportunities for advancement
Quick Apply
Receptionist
Sun Mar Health Care —Lake Forest, CA
- Full-time
- Skilled nursing facility
- HIPAA
- Recruiting
Quick Apply
Host & Hostess
American Golf Corporation —Mission Viejo, CA
- $16.90 an hour
- Weekends as needed
- Bar
- Ability to lift 50 pounds
- Restaurant
Quick Apply
Cashier
Sprouts Farmers Market —Mission Viejo, CA
- $17.05 - $21.25 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Math
- Paid parental leave
- Health savings account
2d
Team Member
1137- Dave's Hot Chicken - Mission Viejo —Mission Viejo, CA
- $20 an hour
- Part-time
- High school diploma or GED
- 16+ years old
- Ability to lift 75 pounds
Quick Apply
Host-Busser
ISLANDS RESTAURANTS LLC —Mission Viejo, CA
- $16.90 an hour
- Part-time
- 18 years or older
- US work authorization
- Restaurant
- Opportunities for advancement
- Flexible schedule
Quick Apply

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Client Service Specialist

John Stokes Financial
Irvine, CA

Quick Apply

Job Details

Full-time
$30 - $38 an hour

Benefits

Paid holidays
Health insurance
401(k)
Paid time off
Professional development assistance

Qualifications

Financial planning software
Wealth management
Teamwork
Process improvement
Administrative experience
Client database systems
Bachelor's degree
Desktop applications
Financial services
CRM system proficiency
Productivity software
Customer service problem-solving

Full Job Description

John Stokes Financial At John Stokes Financial, we do more than manage wealth — we help people navigate important life and career transitions with confidence. For over 20 years, we’ve built a boutique financial services firm rooted in trust, integrity, and long-term relationships. Our clients are more than accounts to us — they’re people we genuinely care about.

We’re looking for an experienced Client Service Specialist who is proactive, detail-oriented, and thrives in a collaborative environment. This is a great opportunity for someone who enjoys anticipating needs, solving problems, and creating an exceptional client experience while supporting a high-performing advisory team.

Key Responsibilities Include:

Proactive scheduling for advisors to ensure client engagement with clients and connecting with high-potential prospects
Prepare the advisory team for client meetings, including planning updates and portfolio reviews
Maintain our CRM with accurate documentation of client interactions and opportunities
Support/cross train in multiple departments including marketing and business development
Extensive paperwork through opening new accounts, account maintenance, various administrative tasks
Create financial reports and client presentations
Collect client financial information, organize electronic case files, maintain office filing system
Collaborate with leadership team for ongoing process improvement efforts to support firm growth.
Complete special projects, as needed

Requirements:

Bachelor’s degree
Minimum 3 years wealth management industry experience
Microsoft Office and Financial Planning Software (eMoney is a plus)
CRM system experience (Redtail CRM is a plus)
Ability to learn new applications and software
Understands the Financial Planning process
Ability to communicate and work in a team environment with co-workers, clients, and various business contacts in a courteous and professional manner
Have a proactive approach to client service and problem solving
High attention to detail and ability to complete work with a high level of accuracy

Important Items

This position works in a professional office environment in John Wayne Airport area.
Hours are Monday through Friday 8:30am-5pm, in office.
Work/life balance is an important aspect of the firm. We have an amazing team and great work culture.
Can-do attitude and ability to take on tasks as needed with a team-player mentality
Dress Code: Business casual attire required
Competitive compensation package following 90 day probationary period: Simple IRA, Health insurance, paid holidays, PTO, sick days, birthday day off
This is a non-licensed position.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA.SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Job Type: Full-time

Pay: $30.00 - $38.00 per hour

Benefits:

401(k)
Health insurance
Paid time off
Professional development assistance

Compensation Package:

Bonus opportunities

Education:

Bachelor's (Required)

Experience:

Wealth management: 3 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

service team jobs in ladera ranch, ca

Client Service Specialist

Skilled Barista FOH Customer Service

ENVIRONMENTAL SERVICES, CUSTOMER SUPPORT SPECIALIST

Driver Helper

Catering Office "Client Services"

Panini Kabob Grill - Server, Busser, Host (+TIPS Up To $800 a Week)

Cashier

Admissions Assistant

Takeout

Cashier/Host

Server/Food Runner

Sendero Juicer

Cashier - Board & Brew Laguna Niguel

Receptionist / Scheduling Coordinator

Cashier

Receptionist

Host & Hostess

Cashier

Team Member

Host-Busser

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