Which cities near Orange, CA have the most client associate job openings?

The cities near Orange, CA that boast the highest number of client associate jobs are: Fullerton Pomona Garden Grove Irvine Santa Ana Anaheim Costa Mesa West Covina Norwalk

Which cities near Orange, CA have the most job openings?

The 10 cities near Orange, CA that have the most job openings are: Fullerton Pomona Corona Garden Grove Huntington Beach Irvine Santa Ana Anaheim Costa Mesa West Covina

What are the most popular job searches in Orange, CA?

The 10 most popular job searches in Orange, CA are: government amazon work from home construction factory worker online data entry clerk amazon warehouse warehouse data entry

What are the highest-paying jobs in Orange, CA?

The highest-paying jobs are: chief medical officer ( from $ 165,000 to $ 265,000 year ) gastroenterologist ( from $ 100,000 to $ 250,984 year ) associate dentist ( from $ 135,000 to $ 250,000 year ) dermatologist ( from $ 50,000 to $ 250,000 year ) hospitalist ( from $ 125,288 to $ 250,000 year ) chief information officer ( from $ 148,949 to $ 240,000 year ) chief technology officer ( from $ 146,250 to $ 240,000 year ) chief marketing officer ( from $ 130,000 to $ 239,750 year ) vice president of human resources ( from $ 132,500 to $ 235,000 year ) psychiatrist ( from $ 119,047 to $ 234,826 year )

Which cities in the United States of America offer the highest salaries for client associate jobs?

The top 10 cities are: Glendale, AZ ( from $ 36,920 to $ 131,905 year ) Glendale, CA ( from $ 36,920 to $ 131,905 year ) Gilbert, AZ ( from $ 45,038 to $ 107,250 year ) New York, NY ( from $ 54,005 to $ 102,845 year ) New Orleans, LA ( from $ 53,478 to $ 100,079 year ) Cape Coral, FL ( from $ 35,360 to $ 100,000 year ) Oklahoma City, OK ( from $ 47,914 to $ 100,000 year ) Tampa, FL ( from $ 57,165 to $ 100,000 year ) Salt Lake City, UT ( from $ 46,388 to $ 99,043 year ) Atlanta, GA ( from $ 50,000 to $ 98,125 year )

Client associate Jobs in Orange, CA

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Client associate • orange ca

Last updated: 3 days ago

Client Service Associate

Raymond James FinancialBrea, CA, United States

Full-time

At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community.We do so by taking a concierge approach to working with our clien... Show more

Client Relationship Manager

Zero Impact SolutionsCosta Mesa, CA, US

$23.00 hourly

Full-time

We are an end-to-end Renewable Energy provider.We offer products to commercial and enterprise clients in EV Charging solutions, Fleet Electrification, Solar Micro-grids, Energy storage, Hydroponic ... Show more

Client Service Manager

Carollo EngineersCosta Mesa, CA, United States

$140,000.00 yearly

Full-time

Carollo Engineers Job Opportunity.Carollo Engineers is a leading engineering firm dedicated exclusively to water.For over 90 years, we've specialized in the planning, design, and construction of wa... Show more

Client Service Associate

JPMorgan Chase Bank, N.A.Irvine, CA, US

$70,304.00 yearly

Full-time

Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas... Show more

Client Account Executive

MslgroupIrvine, CA, United States

Full-time

Job description and details follow.A division of Publicis Groupe, Publicis Digital Experience is a network of top-tier agencies designed to develop capabilities and solutions to enable growth and p... Show more

Senior Associate - Client Success

Baker TillyIrvine, CA, United States

$83,820.00 yearly

Full-time

Senior Associate Of Client Success.Baker Tilly's NetSuite Solutions practice is one of the fastest-growing technology consulting groups in the firm.As an Oracle NetSuite partner operating under a T... Show more

Registered Client Service Associate

StifelIrvine, CA, US

Full-time

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide... Show more

Client Care Associate

Illumination Health + HomeSanta Ana, CA, US

Full-time

Quick Apply

Every person deserves compassion, dignity, and the safety of a place to call home.Homelessness is the largest social and public health crisis in California.Illumination Health + Home is a growing n... Show more

Client Service Associate

J.P. MorganIrvine, California, US

Full-time

Client Onboarding Implementation Manager Senior Associate

ChaseIrvine, CA, United States

Full-time

Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.Utilize your p... Show more

Client Services Representative

Traveling with TashaAnaheim, CA, United States

Full-time

We are looking for a Customer Relations Specialist to support clients with travel planning and booking services.In this role, you will assist clients in exploring travel options, coordinating reser... Show more

Client Services Associate

TradeJobsWorkforce92702 Santa Ana, CA, US

Full-time

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more

Client Relationship Manager

Zero Impact Energy GroupCosta Mesa, CA, United States

$23.00 hourly

Full-time

This role is in-office, Monday - Friday, 8:30 AM to 5:00 PM in Costa Mesa, CA.We are on the lookout for highly motivated individuals with a background in sales or customer service, coupled with exc... Show more

Client Executive - Commerical

BaldwinTustin, CA, United States

Full-time

Responsible for the tactical & operational leadership in the design, development, implementation, administration, and communication of accounts.Functions at a strategic level to develop and retain ... Show more

Client Onboarding Implementation Manager Senior Associate

JPMorgan ChaseIrvine, CA, United States

Full-time

Client Experience Coordinator

Tustin MazdaTustin, CA, US

$17.00–$22.00 hourly

Full-time

Location: Tustin Auto Center – All-New Tustin Mazda.Schedule: Full-Time, 5 Days/Week.Compensation: Fixed Pay (Non-Commission Role) + Customer Satisfaction Bonus + Benefits.Patterson Auto Group is s... Show more

Client Success Manager

TradeJobsWorkForce92702 Santa Ana, CA, US

Full-time

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to ... Show more

Client Care Representative

3 Day BlindsIrvine, CA, United States

Full-time

With over 40 years of success, 3 Day Blinds has become the leading national retailer and manufacturer of quality custom made blinds, shades, draperies and shutters.We help transform our client's ho... Show more

Regional Client Manager

Affinity GroupBrea, CA, United States

$80,000.00 yearly

Full-time

Broad Function and Scope of the Position: The Region Client Manager (RCM) is responsible for driving regional execution of client strategies across the West.This role serves as the primary point of... Show more

Client Portfolio Manager

Cerity PartnersIrvine, CA, United States

$120,000.00 yearly

Full-time

The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a large, multi-team RIA firm.This r... Show more

Client Service Associate

Raymond James FinancialBrea, CA, United States

26 days ago

Job type

Full-time

Job description

Client Service Associate

At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients, helping to form lifelong and intimate relationships.

As we grow, we are seeking a Client Service Associate to support our Financial Advisors, clients, and overall branch operations. The ideal candidate has strong administrative, organization, and customer service skills.

When you become a part of the Blunt Wealth Services family, you will have a highly collaborative, positive, and trusted team by your side!

Essential duties and responsibilities include:

Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
Opens new client accounts, process money movement, and researches information as needed
Ensures client paperwork and documentation is accurate prior to submission and processing. Follows up to ensure accurate completion
Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
Creates and maintains records and files utilizing Client Relationship Management (CRM) software
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
Performs other duties and responsibilities as assigned

Knowledge, skills, and abilities include:

Knowledge of the company's working structure, policies, mission, and strategies
General office practices, procedures, and methods
Basic investment concepts, practices and procedures used in the securities industry
Financial markets, products and industry regulations
Skill in Client Relationship Management (CRM) software
Microsoft Office
Effective communication (in-person, virtual, phone and mail)
Marketing, branding, and social media
Ability to operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
Analyze and research account information
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
Handle stressful situations and provide a high level of customer service in a calm and professional manner
Analyze problems and establish solutions in a fast-paced environment
Use mathematics sufficient to process account and transaction information
Use appropriate interpersonal styles and communicate effectively
Work both independently and as part of a team
Provide a high level of customer service

Experience: 1+ years of experience in the financial services industry.

Salary: $60,000 - $85,000

Benefits: Medical, Retirement + Profit Sharing, Annual Discretionary Bonus, PTO

Travel: Not Required

Workstyle: Onsite