6d
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Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
5+ YOEBachelor's preferred; 5+ years relevant experience preferred. Strong Excel, Word, PowerPoint, Power BI skills; financial accounting knowledge; project leadership, multitasking, and strong communication.
Microsoft Excel, Word, Power Point, Power BI
1w
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Client Services Representative
San Diego, California, United States
$20-$27/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
4+ YOECustomer-service experience; verify funding and freight loads, resolve disputes, review accounts, strong communication, Microsoft Office and Google Suite skills; Associate/Bachelor preferred or 4+ years customer service experience.
Microsoft Office, Google Suite
1w
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsiteFull Time
2+ YOE2 years client service experience in finance preferred; Series 7 and 66 preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
1mo
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsitePart Time
2+ YOEPrefer Series 7/66, ~2 years client service experience in finance, excellent communication, strong attention to detail, and proficiency in Microsoft Office Suite.
Microsoft Office Suite, BrassRing, HackerRank
4w
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Sr. Client Service Associate
Costa Mesa, California, United States
$35-$45/hr OnsiteFull Time
2+ YOEHigh school diploma required (associate/bachelor's preferred). 2+ years in wealth management or client service preferred. FINRA Series 7/63/65 strongly preferred. Proficiency with Microsoft Office Suite and Salesforce; familiarity with Fidelity platforms.
Microsoft Office Suite, Salesforce, Fidelity
2d
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Private Wealth Client Associate
Columbia or Newport Beach
$25-$44/hr OnsiteFull Time
Client-service focus supporting Financial Advisors; strong communication, attention to detail, and proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; SIE/Series licenses desirable.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2w
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Private Client Services Manager
Santa Ana, California, United States
$70k-$74k/yr OnsiteFull Time
5+ YOE5+ years new-accounts and banking experience, high school diploma required (associate preferred), extensive treasury management knowledge, proficiency with branch systems, Microsoft Word and Excel, strong regulatory and risk control knowledge.
Microsoft Word, Microsoft Excel, SmartStreet, Remote Deposit Capture (RDC)
22h
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Client Service Associate
Irvine or Tempe
$70k-$88k/yr OnsiteFull Time
3+ YOE3+ years client-facing experience, data analytics and change management, project management, strong communication and presentation skills; treasury services knowledge preferred; BS preferred.
Google G suites, Microsoft Office
3w
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Registered Client Service Associate
Newport Beach, California, United States
$17-$43/hr OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and 65 required; 2+ years industry experience preferred. Advanced Microsoft Office skills and strong client service, organizational, and communication skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2w
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Client Service Associate (Carlsbad, CA)
Carlsbad, California, United States
$50k-$60k/yr OnsiteFull Time
1+ YOEProvide client service and administrative support in a financial services office; willing to obtain FINRA registrations; bachelor’s preferred; 1–2 years financial services experience beneficial; strong MS Office skills and confidentiality.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
2+ YOEOpen and maintain client accounts, provide customer service, and support financial advisors; 2 years investment industry exp; Series 7 and 63/66; High School diploma.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
1w
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Registered Client Service Associate
Newport Beach, California, United States
$28-$47/hr OnsiteFull Time
3+ YOE3+ years client-facing financial services experience; active Series 7 and Series 66 (or 63/65); experience with life insurance and annuity servicing; strong client service, communication, organizational, and problem-solving skills; Microsoft Office and CRM proficiency.
Microsoft Office, CRM
1mo
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Registered Client Service Associate
Carlsbad, California, United States
$34k-$90k/yr OnsiteFull Time
High school diploma required; Series 7 and Series 66 (or Series 63 and Series 65) required, 2+ years industry experience preferred; advanced Microsoft Office and client service skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2mo
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Client Experience Associate
Carlsbad, California, United States
$21-$23/hr OnsiteFull Time
1+ YOECustomer service and administrative support in HOA management; proficiency with Word/Outlook/Excel; ability to meet deadlines; strong communication and problem-solving skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel, CCaaS, HOA management software
3w
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Registered Client Service Associate
San Diego, California, United States
$32-$44/hr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities/IAR registrations or ability to obtain within 150 days; life/health & variable contracts licenses or ability to obtain; client service experience; strong analytical and computer skills.
6d
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Part-Time Client Service Associate (Irvine, CA)
Irvine, California, United States
$22k-$45k/yr OnsitePart Time
1+ YOEHigh school diploma required; 1+ year securities or related experience preferred; CRM and Microsoft Excel experience; strong communication, organization, and client service skills.
Client Relationship Management (CRM), Microsoft Excel
2mo
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Seasonal Client Associate - San Diego CA
San Diego, California, United States
$18/hr OnsitePart Time, Seasonal
1+ YOEMinimum 1 year in client services; POS systems; Microsoft applications; flexible hours including weekends and holidays.
Microsoft Applications, POS systems
3w
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Registered Client Service Associate
Irvine, California, United States
$55k-$73k/yr OnsiteFull Time
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and Series 63 or 66 required, strong administrative and customer service skills, proficiency with Microsoft Office, and critical thinking/time management abilities.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1d
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Care Services Associate
San Diego, California, United States
$20-$23/hr OnsitePart Time
Active California HCA registration and clearance, current TB certificate, completed LIC forms and I-9, 18+ years old, valid ID, minimum 5 hours entry training; driver's license and insurance required if transporting clients.
4w
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Associate, Client Relationship Manager
San Diego, California, United States
$65k-$75k/yr HybridFull Time
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services or relevant internship), Series 65 or 66 required/attainable, strong attention to detail, Excel/Word/Outlook/Salesforce/PowerPoint experience, excellent communication and multitasking skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
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