Top 907 Client advisor Jobs in Newport Beach Ca

JK - Client Service Associate P/T
Advisor Staff Connection —Irvine, CA
- $24 - $29 an hour
- Part-time
- CRM software
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Client Advisor, South Coast Plaza
Prada —Costa Mesa, CA
- Communication skills
- Entry level
Client Advisor
A.P.C. —Costa Mesa, CA
- Part-time
- Merchandising
- Mid-level
- Cash register
Client Advisor, Costa Mesa
Loro Piana —Costa Mesa, CA
- $25 - $28 an hour
- Full-time
- Merchandising
- Mid-level
- Health insurance
- Dental insurance
Client Advisor, South Coast Plaza
Rimowa —Costa Mesa, CA
- Weekends as needed
- Inventory management
- Merchandising
- Mid-level
Client Advisor - South Coast Plaza
Moncler —Costa Mesa, CA
- $20 - $24 an hour
- Merchandising
- Entry level
- Commercial
- Paid parental leave
- Paid holidays
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Orange County
Thrivent —Buena Park, CA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Wealth Planner
Sunflower Bank NA —Irvine, CA
- $78,000 - $113,000 a year
- Online Application
- CPA
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
Accounting Manager
Accurate Laminated Products, Inc. —Anaheim, CA
- $70,000 - $90,000 a year
- Part-time
- CPA
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Employment & Business Litigation Attorney – Hybrid | Irvine, CA
Orion Placement —Irvine, CA
- $140,000 - $250,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Dental insurance
- Paid time off
Quick Apply
Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors
The Baldwin Group —Irvine, CA
- From $75,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Mid-level
Sr Client Relationship Manager, Employee Benefits - IAS, West
The Baldwin Group —Irvine, CA
- $110,000 - $120,000 a year
- Full-time
- Hybrid work
- Finance
- Analysis skills
- Bachelor's degree
Paraplanner
Cooper McManus Wealth Management —Irvine, CA
- $75,000 - $100,000 a year
- Full-time
- Background check
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
Client Executive, Employee Benefits - IAS, West
The Baldwin Group —Irvine, CA
- $145,000 - $160,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
8d
Paralegal
Brown & Streza LLP —Irvine, CA
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- Windows
- In-person
- Free parking
- Health savings account
Quick Apply
Financial Professional
New York Life Orange Coast General Office Irvine —Irvine, CA
- $70,000 - $250,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Sagient —Irvine, CA
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Health insurance
Quick Apply
Financial Professional
New York Life Insurance Company —Irvine, CA
- $50,000 - $125,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Disability insurance
- Health insurance
Quick Apply
Preplanning Sales Advisor
Envision Strategic Partners —Anaheim, CA
- $50,000 - $70,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Flexible schedule
Quick Apply

I want to receive the latest job alert for client advisor in newport beach ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client advisor jobs near newport beach ca

JK - Client Service Associate P/T

Advisor Staff Connection
Irvine, CA

Quick Apply

Job Details

Part-time
$24 - $29 an hour

Qualifications

CRM software
Wealth management
Filing
Administrative experience
Managing clients in a customer support role
Client database systems
Bachelor's degree
Client services
Office management
Customer information system software

Full Job Description

Client Service Associate

Part-Time; 25-30 hours per week; Irvine, CA

Financial Services; Administrative Support

About Us

Sagemark Consulting is a comprehensive financial planning practice located in Irvine, CA. We work with individuals, business owners, professionals and executives to create, implement and manage their financial future. Our services include Investment Management, Retirement Planning, and Estate & Business Succession Planning. We pride ourselves on our high level of service and comprehensive consistent review approach.

About You

The ideal candidate is an experienced, service-oriented professional who thrives in a fast-paced, detail-driven environment where priorities can shift quickly. You are a self-starter who is motivated to create and execute plans. Your passion lies in supporting financial advisors, wealth managers, or investment professionals, and you take pride in being the backbone of office operations. You are approachable, personable, professional, resourceful, and tech-savvy, capable of managing high-level tasks while providing warm, competent support to clients. You value working with a small, family-oriented team and are committed to continuous learning and professional growth.

The Position

The Client Service Associate is responsible for growing key client relationships while supporting the Financial Professionals’ annual goals and objectives. The Associate manages the day-to-day operations of the practice and works closely with all members of the team providing a wide variety of operational, technical, and client-facing support. In joining this experienced financial planning practice, your contributions will help ensure that the practice is running smoothly, clients receive a high level of service and a positive experience.

Responsibilities

Provide warm and professional high-touch service by communicating with our clients via phone, email and written correspondence
Facilitate the onboarding of new clients
Initiate, process and monitor all new accounts [ex. Investments, Insurance]
Process and monitor all asset transfers and funding into new accounts
Prepare and process client service requests including account maintenance requests, money movement (check requests, withdrawals, transfers, etc.) and account inquiries
Document client information and notes in our CRM system (we use Redtail) and maintain client files in paperless document storage system
Analyze systematic withdrawals to ensure cash flow for clients
Process address changes with the broker dealer and direct sponsor companies

· Respond to communications/emails/correspondence on the Financial Professional’s behalf

· Help ensure compliance by maintaining proper client files and following all procedures.

· Assure the use of technology for the Financial Professional(s) practice is optimized

Requirements

· Bachelor’s degree or equivalent work experience (preferably in business or finance) is desired

· Minimum three years’ prior administrative experience is required. Prior experience supporting a financial professional would be ideal

· Strong technology acumen, including Microsoft Office Suite (Outlook, Word, PowerPoint and Excel), and experience with CRM systems

· Candidate must have excellent interpersonal, oral and written communication with prior professional experience in client services

· Must pass a background and credit check

We Offer

Competitive pay
Flexibility with office hours
Professional office working environment

Job Type: Part-time

Pay: $24.00 - $29.00 per hour

Experience:

Wealth management: 1 year (Preferred)
CRM software: 1 year (Required)
Client services: 2 years (Required)
Administrative: 2 years (Required)

Ability to Commute:

Irvine, CA 92612 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in newport beach ca

JK - Client Service Associate P/T

Client Advisor, South Coast Plaza

Client Advisor

Client Advisor, Costa Mesa

Client Advisor, South Coast Plaza

Client Advisor - South Coast Plaza

Private Equity Investment Sales Associate

Financial Advisor - Orange County

Wealth Planner

Accounting Manager

Employment & Business Litigation Attorney – Hybrid | Irvine, CA

Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors

Sr Client Relationship Manager, Employee Benefits - IAS, West

Paraplanner

Client Executive, Employee Benefits - IAS, West

Paralegal

Financial Professional

Financial Advisor

Financial Professional

Preplanning Sales Advisor

I want to receive the latest job alert for client advisor in newport beach ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected