Client associate Jobs in Irvine, CA
Last updated: 19 hours ago
Client Service Associate | Los Angeles, CA.Whittier Advisors is a Los Angeles and Newport Beach-based investment management firm with over $1 billion in assets under management.Operating as a separ...Show moreLast updated: 1 day ago
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach office.
The Client Service Associate will join a highly talented...Show moreLast updated: 1 day ago
Ascent Developer Solutions is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate.Founded by a ...Show moreLast updated: 8 days ago
We need an entry-level warm, personable, compassionate, detail-oriented, tech-savvy, administrative assistant who will be our receptionist, and assist our Client Services Manager and paralegals wit...Show moreLast updated: 20 days ago
Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...Show moreLast updated: 1 day ago
ISC’s team of Financial Services Recruiters has been retained by a well-established and growing Multi-Family Office who is seeking a Client Service Associate to join their team in Marin County.With...Show moreLast updated: 6 days ago
IGNITE YOUR PASSION • IMPACT WHAT MATTERS.Breaking Boundaries for 25 years - and counting.The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for t...Show moreLast updated: 1 day ago
We are an end-to-end Renewable Energy provider, offering products to commercial and enterprise clients in EV Charging solutions, Fleet Electrification, Solar Micro-grids, Energy storage and Hydropo...Show moreLast updated: 2 days ago
The Client Associate - Call Center is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel.
Provide excellent customer service to PP...Show moreLast updated: 1 day ago
At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together.Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong...Show moreLast updated: 19 days ago
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...Show moreLast updated: 30+ days ago
The Client Associate - Call Center is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel.
Provide excellent customer service to PP...Show moreLast updated: 9 days ago
Veritext is the global leader in legal litigation and deposition solutions providing the most skilled court reporters, advanced technology and unparalleled service to help our clients achieve succe...Show moreLast updated: 19 hours ago
SurePrep's software solutions 1040SCAN, SPbinder and TaxCaddy plus onshore and offshore tax preparation outsource services allow accounting firms to increase productivity and profitability while pr...Show moreLast updated: 1 day ago
PIMCO is a global leader in active fixed income with deep expertise across public and private markets.We invest our clients’ capital across a range of fixed income and credit opportunities, leverag...Show moreLast updated: 30+ days ago
W SUNFLOWER AVE, SUITE 200 - SANTA ANA, CA.At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together.
Santa Ana office, allowing for real-time teamwo...Show moreLast updated: 17 days ago
Own our Client’s Onboarding experience end to end! Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around the world.As a Cl...Show moreLast updated: 30+ days ago
Embrace RBC Wealth Management’s core values and.As a Registered Client Associate, become a trusted resource to our clients, advisors and branch.
Use your administrative and operational skills to hel...Show moreLast updated: 22 days ago
Irvine, CA, Seattle, WA, Torrance, CA.Domain|Sales|After Sales & Service.Infosys is seeking an Associate Manager of Client Services.
The Associate Manager-Client Services (AMCS) is responsible for a...Show moreLast updated: 22 days ago
- Promoted
Client Service Associate
Whittier AdvisorsNewport Beach, CA, United StatesFull-time
- Promoted
Client Service Associate
Beacon Pointe AdvisorsNewport Beach, CA, United StatesFull-time
- Promoted
CLIENT ACQUISITION ASSOCIATE
Ascent Developer SolutionsCA, United States$90,000.00–$115,000.00 yearly
Full-time
- Promoted
Client Services Associate
Meier Law FirmNewport Beach, CA, USFull-time
- Promoted
Client Service Associate - NR
StifelIrvine, CA, United States$50,000.00 yearly
Full-time
- Promoted
Client Service Associate
International Search ConsultantsMarin County, CA, United StatesFull-time
- Promoted
Client Service Associate, Commercial lines
HUB InternationalNewport Beach, CA, United States$37.00 hourly
Full-time
- Promoted
Client Relationship Associate
Zero Impact SolutionsCosta Mesa, CA, USFull-time
- Promoted
Client Associate - Call Center
Pacific PremierIrvine, CA, United States$25.94 hourly
Full-time
- Promoted
Associate Director, Client Success
Profit Recovery Partnerssanta ana, CA, United States$103,300.00–$165,000.00 yearly
Full-time
- Promoted
Client Associate - Irvine Spectrum
TopgolfIrvine, CA, USFull-time
- Promoted
Client Associate - Call Center
Pacific Premier BankIrvine, CA, US$25.94 hourly
Full-time
- Promoted
- New!
Client Services Associate
VERITEXT LLCCosta Mesa, CA, USFull-time
- Promoted
Client Success Associate - Remote
SurePrepIrvine, CA, United StatesRemote
Full-time
Client Communications Associate
PIMCONewport Beach, CA USA$87,000.00–$93,000.00 yearly
Full-time
- Promoted
Associate Director, Client Project Manager
PROFIT RECOVERY PARTNERS LLCSanta Ana, CA, US$103,300.00–$165,000.00 yearly
Full-time
Client Onboarding - Associate
JPMorgan Chase & Co.Irvine, CA, United StatesFull-time
Registered Client Associate
Royal Bank of Canada>Newport Beach, United States of America$50,000.00–$80,000.00 yearly
- Promoted
Associate Manager - Client Services - Auto
Infosys Limited DigitalIrvine, CA, United StatesFull-time
Client Service Associate
Whittier AdvisorsNewport Beach, CA, United States1 day ago
Job type
- Full-time
Job descriptionBachelor's degree 1-3 years of experience in wealth management Excellent verbal and written communication skills High integrity and empathy Entrepreneurial mindset Proficiency in Microsoft Office Series 7 & 66 (or desire to obtain) CFP preferred (or desire to obtain) Experience with Addepar, Salesforce, Schwab, and / or Fidelity
Whittier Advisors, LLC
Client Service Associate | Los Angeles, CA
About Us
Whittier Advisors is a Los Angeles and Newport Beach-based investment management firm with over $1 billion in assets under management. Operating as a separate entity, Whittier Advisors is an affiliate of Whittier Trust Company and The Whittier Trust Company of Nevada, and a wholly owned subsidiary of Whittier Holdings, which collectively manage over $25 billion in AUM. We provide comprehensive investment solutions for high-net-worth families, institutions, and foundations, and manage fixed income mutual funds and separately managed accounts. We seek curious, entrepreneurial professionals who share our passion for delivering exceptional client outcomes.
Job Description
The Client Service Associate collaborates with Relationship Managers and Portfolio Managers to deliver high-touch service to high-net-worth individuals, families, and institutions.
Core Responsibilities
- Coordinates with Portfolio Managers and Relationship Managers to support the advisory process
- Having strategic conversations around client scenarios with PMs / RM - not just delivering on a request
- Builds client relationships by interacting directly with clients in an advisory capacity, with PM / RM oversight
- Attends client / prospective client meetings and events with Portfolio Managers and Relationship Managers
- Responds to routine client requests via phone, email, etc.
- Assists with preparation of presentation materials and sophisticated financial modeling
- Acts as a project manager, coordinating across internal and external subject matter experts (e.g. tax, legal, real estate, lending, etc.)
- Documents client interactions and maintains accurate CRM records
- Prepares custodian paperwork, contracts, and subscription agreements
- Facilitates cash and security movements
- Collaborates with leadership on initiatives designed to streamline firm procedures
- Supports business development initiatives
Required Qualifications
Preferred Qualifications