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Service advisor Jobs in Huntington Beach, CA

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Service advisor • huntington beach ca

Last updated: 2 hours ago
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Senior Investment Advisor Associate (Client Service)

Senior Investment Advisor Associate (Client Service)

Kayne Anderson RudnickNewport Beach, CA, US
Full-time
Kayne Anderson Rudnick Investment Management is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investme...Show moreLast updated: 8 hours ago
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Service Advisor / Writer

Service Advisor / Writer

Connell ChevroletCosta Mesa, CA, US
Full-time
Set, confirm and prepare for daily appointments to expedite the guest's service experience.Greet guests in a timely and friendly manner. Determine vehicle's needs based on customer provided informat...Show moreLast updated: 25 days ago
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Customer Service Advisor

Customer Service Advisor

Valvoline Express CareSanta Ana, CA, US
Full-time +1
Sams Automotive LLC, a Valvoline Express Care™ operator, is hiring a Customer Service Advisor! You'll create lasting impressions and build loyal customers by using your knowledge of our produ...Show moreLast updated: 25 days ago
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Financial Advisor

Financial Advisor

Eagle Strategies LLCNewport Beach, CA, United States
Full-time
PERMANENT RESIDENTS / US CITIZENS ONLY • • • •.Eagle Strategies LLC, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser based in Newport Beach, CA.We offer a...Show moreLast updated: 27 days ago
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Wealth Advisor

Wealth Advisor

International Search ConsultantsOrange County, CA, United States
Full-time
Wealth Advisor – Orange County, CA.On-Site | Leading Independent RIA | $1B+ AUM.We’ve partnered with a dynamic and fast-growing. Registered Investment Advisory (RIA) firm.As the firm continues to ex...Show moreLast updated: 5 days ago
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Customer Service Advisor

Customer Service Advisor

Barker and Sons PlumbingOrange, CA, US
Full-time
We're seeking a positive, personable customer service representative for a rewarding career opportunity! You'll connect with new people, tackle tough problems, and raise the bar on an excellent cus...Show moreLast updated: 30+ days ago
Sales and Service Advisor

Sales and Service Advisor

American Tire DepotHuntington Beach, CA, US
Full-time
Base Pay + Commission + Overtime + Paid Benefits) What is the job?.Sales and Service advisors provide exceptional customer service to our guests while confidentially recommending products and servi...Show moreLast updated: 7 days ago
Experienced Automotive Service Advisor - Newport Lexus

Experienced Automotive Service Advisor - Newport Lexus

Group 1 AutomotiveNewport Beach, CA, US
Full-time
Group 1 Automotive, a leader in automotive retail sales and service.Quality Automotive Service Advisors.Our Service Advisor should be passionate about customer service and enjoy interacting with pe...Show moreLast updated: 30+ days ago
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FINANCIAL ADVISOR

FINANCIAL ADVISOR

GoldBook FinancialCosta Mesa, CA, United States
Full-time
And a business partner who gives you the freedom to have both.You've spent a good portion of your career building the practice you envisioned. And for whatever reason, you now see a need for change....Show moreLast updated: 3 days ago
Customer Service Advisor

Customer Service Advisor

Schnitzer Steel Industries IncEdmonton, AB TSR, CA
Full-time
The Customer Service Advisor (CSA) works as part of a retail sales team to provide best in class customer care.The CSA often begins as a Pick-n-Pull Greeter and can work their way up through Part S...Show moreLast updated: 30+ days ago
Client Advisor

Client Advisor

KHAITECosta Mesa, CA, United States
Full-time
KHAITE is a way of looking at the world.Shaped by formative encounters, cultural touchstones, and secret desires, this point of view comes to life through womenswear and accessories that find confi...Show moreLast updated: 4 days ago
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Financial Advisor

Financial Advisor

ThriventOrange County, CA, United States
Full-time
Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...Show moreLast updated: 13 days ago
Service Advisor

Service Advisor

Oremor Automotive GroupNewport Beach, CA, United States
Full-time
Serving as the primary point-of-contact for all automotive service and repair matters, the .He or she makes sure the customer knows what repairs are needed and what repairs and maintenance are reco...Show moreLast updated: 4 days ago
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Bilingual Customer Service Advisor

Bilingual Customer Service Advisor

VirtualVocationsGarden Grove, California, United States
Full-time
A company is looking for a Bilingual Customer Service Advisor (English and French-Canadian) to work from home in Canada.Key Responsibilities Assist customers with online orders, product informati...Show moreLast updated: 12 hours ago
Tire Service Advisor

Tire Service Advisor

Dealer Tire LLCRemote California
Remote
Full-time
We’re Dealer Tire, a family-owned, international distributor of tires and parts established in 1918 in Cleveland, OH.We’re laser focused on helping the world’s largest and most trusted auto manufac...Show moreLast updated: 30+ days ago
Service Support Field Advisor

Service Support Field Advisor

RivianCosta Mesa, California
Full-time
About Rivian Rivian is on a mission to keep the world adventurous forever.This goes for the emissions-free Electric Adventure Vehicles we build, and the curious, courageous souls we seek to attract...Show moreLast updated: 30+ days ago
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FINANCIAL ADVISOR

FINANCIAL ADVISOR

Priority Financial GroupSanta Ana, AZ, United States
Full-time
Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member ...Show moreLast updated: 2 hours ago
Service Advisor

Service Advisor

TeslaCosta Mesa, CA, United States
Full-time
Tesla is seeking a Service Advisor dedicated to advancing one of the most innovative vehicle brands globally.This role demands a substantial degree of engagement with both customers and internal te...Show moreLast updated: 4 days ago
  • Promoted
Service Advisor

Service Advisor

Airstream Orange CountyMidway City, CA, US
Full-time
Airstream Orange County, a leading RV dealership in Midway City, California, is seeking a highly motivated and customer-focused Service Advisor to join our team. This is a full-time, individual cont...Show moreLast updated: 25 days ago
Customer Service Advisor

Customer Service Advisor

Express CareSanta Ana, CA, US
Full-time +1
Sams Automotive LLC, a Valvoline Express Care operator, is hiring a Customer Service Advisor! You’ll create lasting impressions and build loyal customers by using your knowledge of our products and...Show moreLast updated: 27 days ago
People also ask
Senior Investment Advisor Associate (Client Service)

Senior Investment Advisor Associate (Client Service)

Kayne Anderson RudnickNewport Beach, CA, US
8 hours ago
Job type
  • Full-time
Job description

Job Description

Kayne Anderson Rudnick Investment Management is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Advisor Associate for our Newport Beach Office.

The successful candidate will work as part of a growth-focused advisory team to provide a professional and exceptional level of client service to affluent investors.

Responsibilities :

  • Act as primary service related and administrative contact for high-net-worth investors and their

professional advisors (CPA’S, business managers, attorney’s).

  • Act as project lead or participate extensively in department or firm level projects.
  • Open new accounts and monitor progress.
  • Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distributions, special requests, account re-registrations, cost basis step up, custom report creation, address changes, and account terminations, and preparing tax analysis reports.
  • Execute asset allocation changes based on Advisor recommendation and monitor progress.
  • Schedule Advisor-Client meetings and prepare portfolio review book materials.
  • Attend in house or off-site meetings or events as requested by Advisor.
  • Maintain and update client files, CRM and other portfolio data, as needed.
  • Collaborate with management to improve practices and procedures.
  • Ideal Qualifications :

  • Undergraduate degree
  • Series 7 preferred
  • 5 + years client service working with high-net-worth individuals at an investment management firm, private bank, or broker / dealer with history of increasing responsibilities.
  • Fundamental knowledge of equity and fixed income markets and alternative asset classes
  • Knowledge of nuances in setting up various account registrations, including documentation required and limitations behind such registrations.
  • Experience with and knowledge of paperwork and workflow associated with custodians such as Charles Schwab and / or Fidelity Investments.
  • Commitment to, and demonstrated history of, providing the best service levels to clients as well as to internal constituents.
  • Salary Range : $75,000- $96,000

    The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in a company incentive plan

    We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.

  • Competitive Pay
  • Medical, Dental, and Vision Insurance
  • Life and Disability Insurance
  • Health Savings Account with a Company Match
  • Flexible Spending Accounts including Dependent Care
  • Wellness Program
  • Tuition Reimbursement
  • 24-Hour Employee Assistance Program
  • Adoption Assistance
  • Paid Family Care Time
  • Paid Volunteer days
  • Gym onsite
  • Paid Parking
  • Fully stocked kitchen
  • 3 / 2 Hybrid (subject to change
  • Training in Los Angeles
  • KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal : providing high quality investment strategies and wealth solutions for our clients.

    Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.

    KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

    For additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com.