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Registered Client Service Associate jobs in California

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SENIOR REGISTERED CLIENT SERVICE ASSOCIATE-NEWPORT BEACH, CA

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...

CompanyRaymond James Financial, Inc.
AddressNewport Beach, CA
CategoryEducation/Training
Salary$60.3K - $76.4K a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Senior Registered Client Service Associate-Newport Beach, CA

Raymond James Financial, Inc.

Newport Beach, CA

$60.3K - $76.4K a year

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...

2 weeks ago seen See more...

Registered Client Service Associate (Los Angeles,CA)

Oppenheimer & Co. Inc.

Los Angeles, CA

$55,000 - $65,000 a year

Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors. Quickly develop knowledge of a variety of forms and account procedures in order to assist clients. Learn t...

3 weeks ago seen See more...

Registered Client Service Associate

Stifel, Nicolaus & Co., Inc.

Santa Barbara, CA

$46.9K - $59.4K a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

2 months ago seen See more...

Client Service Associate- Registered

Stifel

Carlsbad, CA

$44,000 - $55,000 a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

a month ago seen See more...

Client Service Associate - Non Registered

Stifel, Nicolaus & Co., Inc.

Roseville, CA

$44,900 - $54,900 a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Support the daily administration of the FAs business by opening client accounts, preparing a...

a month ago seen See more...

Client Service Associate

Cibc

San Francisco, CA

$57.5K - $72.8K a year

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationshi...

2 weeks ago seen See more...

Client Service Associate

Edelman Financial Engines

Roseville, CA

$70.7K - $89.6K a year

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork Supervise client account activity, researching and resolving issues Prepare and review all new ac...

2 weeks ago seen See more...

Client Service Associate / Executive Assistant (RH01)

Ameriprise Financial

San Diego, CA

$60,000 - $65,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Professional development assistance. 8 hour shift. Monday to Friday. San Diego, CA 92130: Relocate before starting work (Required)....

2 weeks ago seen See more...

Client Service Associate

Morling Financial Advisors

Fremont, CA

$65,000 - $80,000 a year

Assist with all non-advisory questions and paperwork, including processing forms and applications for investment accounts and related forms for business transactions. Quality check and submit signed paperwork to custodian for proc...

2 weeks ago seen See more...

Client Service Associate

Lp Solutions Llc

Garden Grove, CA

$750 - $1,300 a week

We are a diverse and inclusive team that pushes ourselves and those around us to develop personally and professionally. We promote exclusively from within and do not outsource new management. We show employee appreciation by hosti...

2 weeks ago seen See more...

Client Services Associate

Meier Law Firm

Newport Beach, CA

Serving as that warm point of contact for all who interact with our firm Pre-screening potential clients and getting them to schedule a planning session with intake Assisting our Client Services Manager with managing the client ex...

3 weeks ago seen See more...

Client Service Associate

Jackson Hewitt - 1176

Oakland, CA

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

3 weeks ago seen See more...

Client Service Associate (Part-Time)

Dogpound

West Hollywood, CA

$35.4K - $44.8K a year

401(k). Employee discount. Opportunities for advancement. 4 hour shift. Monday to Friday. Weekends as needed....

4 weeks ago seen See more...

Client Service Associate

Evolve Talent Partners

Redwood City, CA

Manage general office administration tasks, including supplies management and office space coordination. Professionally and courteously handle incoming phone calls and inquiries. Willingly undertake additional responsibilities to...

4 weeks ago seen See more...

Client Service Associate

Jackson Hewitt

Oakland, CA

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

4 weeks ago seen See more...

Client Service Associate

Jpmorgan Chase & Co

Irvine, CA

$66,560 - $87,500 a year

Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles Develop long term client relationships Proactively work to determine service improvements and...

a month ago seen See more...

Client Service Associate

Bakeravenue

San Francisco, CA

$55,000 - $65,000 a year

Strategically partner with the Wealth Advisory team, Operations team, and other team members to deliver our clients an impeccable experience. Responsible for the account establishment process by preparing, opening and processing n...

a month ago seen See more...

Client Service Associate- Thousand Oaks, CA

Forum Financial Management

Thousand Oaks, CA

$42.9K - $54.3K a year

Deliver exceptional Client Service and provide operational and administrative support to the firms financial advisory team Facilitate various transactions and complete necessary paperwork on behalf of clients, including but not l...

a month ago seen See more...

Accounts Payable-Client Service Associate

Plumb

La Jolla, CA

$20.00 - $22.50 an hour

Client Service: You thrive on taking responsibility for your clients bill pay and reporting needs. You enjoy supporting your clients and teammates: no task is too small for you.Analyze invoices for accuracy and eligibility for pa...

2 months ago seen See more...

Client Service Associate (Life, Health and Disability)

Pch Benefits & Insurance Solutions

Moorpark, CA

$18 - $20 an hour

-Proficiency in Excel, Word, PDF Editor, Prezi (novice level acceptable), and Canva (novice level acceptable). -Informal translation from English to Spanish. -Excellent English phone and email communication skills. -Familiarity wi...

2 months ago seen See more...

Client Service Associate Bilingual (Eng-Span) - OnSite

Sweet James Llp

Newport Beach, CA

Work Schedule:. Communicating with potential customers via phone, email, and in-person. Collect and document sensitive personal information. Strong customer and sales experience and excellent attention to detail. Resolve and addre...

2 months ago seen See more...

Client Services Associate

The Pacific Financial Group

Anaheim, CA

$43K - $54.5K a year

Setup new accounts in CRM and portfolio accounting system. Setup new rep records in CRM and portfolio accounting system. Assist clients with transactions and requests. Submit necessary documents to custodians via email, fax and ma...

2 months ago seen See more...

Client Services Associate | Mailroom

Sps North America, Inc

Milpitas, CA

$20 - $21 an hour

Support the business center, which may include: office supply stocking, assisting Giving amazing customer service to our onsite operation by scanning/delivering/tracking/reporting in and outgoing business packages and mail (via UP...

2 months ago seen See more...

Senior Client Service Associate

Kayne Anderson Rudnick

Los Angeles, CA

$70,495 - $105,743 a year

Responsible for the day-to-day changes related to financial accounts. Manage and coordinate with internal departments as needed on account maintenance tasks such as deposit/withdrawal requests, account updates, and other special r...

2 months ago seen See more...

Client Service Operations, Senior Associate

State Street

Sacramento, CA

Not disclosed

Support the identification and resolution of work processing issues to streamline operations. Participate in task realignment activities including identification of work to be realigned, drafting procedures and providing training...

4 weeks ago seen See more...

Operations Client Service, Senior Associate

State Street

Sacramento, CA

Not disclosed

Provide timely accurate management reporting and issue log maintenance, under moderate supervision. Research and resolve exceptions and issues. Escalate unresolved issues to management as required. Reconcile and resolve discrepanc...

4 weeks ago seen See more...

Associate, Client Services - Digital

Bully Pulpit International

San Francisco, CA

Client Deliverables. Participate in client engagements and start interfacing with clients; Manage limited client projects based on team needs and individual strengths; Work with team on client deliverables such as workplans, agend...

4 weeks ago seen See more...

Senior Tax Associate – Private Client Services

Andersen

Los Angeles, CA

$90,300 - $138,300 a year

Bachelors or Masters degree required;. Accounting, Finance, Economics or related degree preferred, minimum GPA of 3.0; Advanced credential preferred (i.e. CPA or JD); At least 3 years relevant work experience, preferably with an...

2 months ago seen See more...

Tax Senior Associate - PCS [Private Client Services]

Cohnreznick

Los Angeles, CA

$87.6K - $111K a year

Serve as the engagement lead on specific client accounts Take responsibility for pre-engagement planning, execution, and final deliverables Develop detailed engagement work plans Illustrate budgets and schedules Actively participa...

2 months ago seen See more...

Client Accounting Services Senior Associate

Weaver

Los Angeles, CA

$85,000 - $100,000 a year

Maintain client books and records, including bank and credit card reconciliations, invoicing, billing, treasury management, accounts payable, payroll processing, and expense reporting. Perform general ledger accounting and closing...

2 months ago seen See more...

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