Top 3607 audit associate Jobs in lake forest ca

Registered Client Service Associate - Newport Beach, CA
LPL Financial —Newport Beach, CA
- $28.47 - $47.44 an hour
- Monday to Friday
- Mid-level
- Office
- 3 years
- Health insurance
- Paid time off
Junior Staff Accountant
Pacific Communities Builder —Newport Beach, CA
- $22 - $25 an hour
- Full-time
- Background check
- Microsoft Excel
- Office
- Health insurance
- 401(k)
Quick Apply
Accounts Payable Representative
National Services Group, Inc. —Irvine, CA
- $22 - $25 an hour
- Full-time
- Background check
- Microsoft Excel
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Channel Sales Manager / Sales Associate (Flexible Level Depending on Experience)
ADM Tech LLC —Irvine, CA
- $80,000 - $200,000 a year
- Full-time
- Management
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Entry Level Management
Confidential —Corona, CA
- $55,000 - $65,000 a year
- Full-time
- In-person
- Leadership
- Communication skills
- Opportunities for advancement
Quick Apply
8d
Customer Service Associate I
Dollar Tree —Lake Forest, CA
- $17.00 - $17.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store
- Health insurance
- Dental insurance
Front Desk Associate (Part-Time)
Pretend City Children's Museum —Irvine, CA
- $21 - $22 an hour
- Part-time
- Basic math
- High school diploma or GED
- Bachelor's degree
Quick Apply
Lot Associate
Home Depot —Lake Forest, CA
- $20 an hour
- Outdoor work
- Entry level
sales associate
Five Below Inc —Lake Forest, CA
- From $16.90 an hour
- Part-time
- Travel
- 16+ years old
- Entry level
- Health insurance
- On-the-job training
Quick Apply
Audit Associate - 50%+ Work from Home
Conrad LLP —Lake Forest, CA
- $60,000 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor of Science
- Travel
- Disability insurance
- Health insurance
Store Associate - Foothill Ranch (00097)
In-N-Out —Foothill Ranch, CA
- $22 an hour
- Part-time
- No experience needed
- Quick service & fast food restaurant
- Communication skills
- Profit sharing
- Health insurance
Store Associate
CVS Health —Laguna Woods, CA
- $16.90 - $23.90 an hour
- Part-time
- No high school diploma
- High school diploma or GED
- 16+ years old
- Dental insurance
- Vision insurance
Retail Sales Associate Part Time
Palm Beach Tan - West Coast Tanning, Inc. —Mission Viejo, CA
- $16.90 an hour
- Part-time
- 18 years or older
- Ability to walk for extended periods
- High school diploma or GED
- Employee discount
Quick Apply
Task Associate
Ulta Beauty, Inc. —Lake Forest, CA
- $17 - $25 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Fair chance
- Dental insurance
- Paid time off
Materials Admin Associate
Getac, Inc. —Irvine, CA
- $75,000 - $85,000 a year
- Hybrid work
- Microsoft Excel
- Office
- High school diploma or GED
- Paid time off
- Flexible schedule
Sales Associate
Carter's —Lake Forest, CA
- $15.50 - $17.75 an hour
- Part-time
- Cleaning
- Communication skills
- Entry level
- Referral program
Quick Apply
12d
Retail Sales Associate-RANCHO SANTA MARGARITA
Bath & Body Works —Rancho Santa Margarita, CA
- $17.90 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Cleaning
- Store discount
- Health insurance
Vans: Seasonal Sales Associate - Irvine Spectrum
Vans —Irvine, CA
- $17.50 - $23.04 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Organizational skills
Quick Apply
Inventory Associate
CarMax Auto Superstores, Inc. —Irvine, CA
- $18.20 - $36.90 an hour
- 8 hour shift
- Clean driving record
- Dealership
- Driver's License
- Paid jury duty
- Paid holidays
Front End Entry Level
Albertsons —Mission Viejo, CA
- $17.00 - $28.95 an hour
- Part-time
- Cash register
- Fair chance
- Entry level
- Paid holidays
- Disability insurance
Quick Apply

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Registered Client Service Associate - Newport Beach, CA

LPL Financial -
Newport Beach, CA

Apply Now

Job Details

$28.47 - $47.44 an hour

Benefits

Stock options
Health insurance
Paid time off
401(k) matching
Volunteer time off

Qualifications

Customer communication
Financial services customer support
Investment account customer support
Practicing in the securities industry

Full Job Description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the financial advisor’s practice. This role is pivotal in enhancing the client experience, ensuring seamless account management, and upholding compliance standards. The ideal candidate is dedicated and detailed-oriented. Possess strong organizational skills, exceptional communication abilities, and a commitment to delivering outstanding client service.

Responsibilities:

Serve as the primary point of contact for clients, responding to inquiries, resolving issues, and educating clients on account services and online capabilities
Support onboarding of new clients by collecting required documentation and facilitating accurate, compliant account setup
Prepare and process account opening, maintenance, and transfer documentation, ensuring adherence to firm policies and regulatory requirements
Monitor and manage client account activity, including contributions, distributions, trading support, and performance reporting
Maintain accurate, organized, and up‑to‑date client records within the firm’s CRM and document management systems
Coordinate with custodians, service providers, and internal teams to fulfill client requests and resolve operational issues
Assist financial advisors with administrative and operational support, reporting, client communications, and initiatives to enhance client engagement and operational efficiency

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

Active Series 7 or Series 66 (Series 63/65 combination acceptable)
3+ years of experience in a client-facing role supporting wealth management advisors, with the ability to remain composed under pressure, work effectively with diverse personalities, and thrive in fast‑paced, high‑volume environments while maintaining strong attention to detail
In-office role, Monday–Friday

Core Competencies:

Robust understanding of financial products and services.
Ability to execute trades and discuss investment recommendations within compliance limits.
Excellent communication and interpersonal skills.
Strong organizational skills and attention to detail.
Proficient in Microsoft Office and financial CRM software.
Strong problem-solving skills.
Ability to work independently and collaboratively in a fast-paced environment.
High level of professionalism, discretion, an ethical conduct.

Preferences:

Bachelor’s degree in finance, business or accounting.
Minimum 3 years in financial services, preferably in a client support role.

#LI-Onsite

#LPL-H1

Pay Range:

$28.47-$47.44/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. !
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. !
Community Focus: We care for our communities and encourage our employees to do the same. !
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. !

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC12.9.25

Apply Now

Refine Your Search

audit associate jobs in lake forest ca

Registered Client Service Associate - Newport Beach, CA

Junior Staff Accountant

Accounts Payable Representative

Channel Sales Manager / Sales Associate (Flexible Level Depending on Experience)

Entry Level Management

Customer Service Associate I

Front Desk Associate (Part-Time)

Lot Associate

sales associate

Audit Associate - 50%+ Work from Home

Store Associate - Foothill Ranch (00097)

Store Associate

Retail Sales Associate Part Time

Task Associate

Materials Admin Associate

Sales Associate

Retail Sales Associate-RANCHO SANTA MARGARITA

Vans: Seasonal Sales Associate - Irvine Spectrum

Inventory Associate

Front End Entry Level

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