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1,093 Results for

Client Associate Jobs in Fountain Valley, CA

United States of America

Work hours/week:.

2361 ROSECRANS AVENUE:EL SEGUNDO

City:.

16 days ago

El Segundo, CA
  • $49,500–$77,000 / year

Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.

28 days ago

Beverly Hills, CA
  • $70,000–$80,000 / year

p>• series 7 and 66 licenses (for registered CSAs only) • ideally 3-5 years of experience in client service, within the finance sector • bachelors degree or equivalent, focusing on financial markets • excellent communicator, with solid interpersonal skills • detail-oriented (nothing gets past you) • proficient in Microsoft Office Suite. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

30+ days ago
Wells Fargo & Co logo

Beverly Hills, CA
  • $30.77–$45.67 / hour

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.

14 days ago

Irvine, CA

p>As a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

30+ days ago

Newport Beach, CA

p>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 variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

30+ days ago

Newport Beach, California

What You'll Be Doing:

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 variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

30+ days ago
New

Newport Beach, CA
  • $45,000–$85,000 / year

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

3 days ago

Newport Beach, CA
  • $65,000–$75,000 / year

p>• series 7 and 66 licenses • ideally 5 years of experience in client service, within the finance sector • bachelor degree preferred • excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite.

Detailed salary information:

• Newport Beach: the salary range for this role is $65,000 to $75,000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level.

30+ days ago

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