NewGeotechnical Engineer - Senior to Associate Levels JobotGeotechnical Engineer - Senior to Associate LevelsRancho Santa Margarita, CA$130,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. For almost 60 years, we have built our reputation as a trusted consultant for some of the most challenging and recognizable construction, and Civil & Geotechnical Engineering projects across Southern California because we do things a little differently!
Associate Director of Digital Banking & Treasury Services JobotAssociate Director of Digital Banking & Treasury ServicesSeal Beach, CA$160,000–$220,000 / yearThe Associate Director of Digital Banking & Treasury Services partners closely with the Director of Digital Banking to provide enterprise leadership across the Bank’s digital channels, treasury services, payments, and card functions during a period of significant transformation and growth. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewToxic Tort Associate Attorney JobotToxic Tort Associate AttorneyIrvine, CARemote$115,000–$195,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. My client is seeking to add an Associate Attorney to our Toxic Tort practice group in any of our four California offices (San Francisco, Walnut Creek, Los Angeles and Irvine).
Public Entity Defense Associate Attorney JobotPublic Entity Defense Associate AttorneyOrange, CA$140,000–$175,000 / yearKey Responsibilities: The ideal candidate will assist with all aspects of public entity defense litigation, including but not limited to: Handling a variety of matters involving public agencies and municipalities, such as: Police Liability and Excessive Force: Defending law enforcement personnel and agencies in claims arising from use of force, wrongful arrest, and other alleged misconduct. My client's office representation includes the defense of high exposure personal injury actions, traumatic brain injuries, exposures to environmental contaminants, habitability claims, state and federal class actions and the investigation and defense of 1st party insurance fraud claims.
Plaintiff Worker's Comp Associate JobotPlaintiff Worker's Comp AssociateSanta Ana, CA$90,000–$150,000 / yearWe're a community-focused workers' compensation and personal injury firm in Orange County, built on the belief that injured workers and accident victims deserve representation that actually cares. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Associate Litigation Attorney JobotAssociate Litigation AttorneyMission Viejo, CA$190,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our attorneys handle sophisticated and challenging matters across a variety of industries, providing the opportunity to work on meaningful cases, sharpen litigation skills, and make a direct impact.
NewAssociate Attorney - Litigation JobotAssociate Attorney - LitigationSanta Ana, CA$130,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our Orange County team defends complex, high-exposure cases that actually go to trial, with associates taking on critical roles in the outcomes we deliver for clients.
Associate Attorney-Municipal Law(Remote) JobotAssociate Attorney-Municipal Law(Remote)Irvine, CARemote$160,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Provide comprehensive legal counsel to municipalities and government entities on a variety of issues including land use, zoning, code enforcement, public contracts, public finance, and more.
Construction Defect Associate Attorney JobotConstruction Defect Associate AttorneyIrvine, CARemote$115,000–$195,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm's expertise is diverse but focused in the areas of toxic tort, complex product liability, local government, general liability, and commercial litigation.
General Liability/Product Liability Associate Attorney JobotGeneral Liability/Product Liability Associate AttorneyIrvine, CARemote$115,000–$195,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm's expertise is diverse but focused in the areas of toxic tort, complex product liability, local government, general liability, and commercial litigation.
Associate Attorney-Civil Litigation (Hybrid) JobotAssociate Attorney-Civil Litigation (Hybrid)Irvine, CA$110,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Associate Attorney JobotAssociate AttorneySanta Ana, CA$130,000–$150,000 / yearSophisticated, varied caseload: Attorneys at this company gain hands-on experience across multiple substantive practice areas rather than being siloed into a single niche, from construction defect claims to real estate finance disputes to labor and employment matters. Established platform, room to grow: With decades of market presence and multiple California offices, this company offers the stability of an established firm combined with the opportunity to build a book of business and long-term career trajectory.
Litigation Associate JobotLitigation AssociateIrvine, CA$125,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a proven track record in managing complex litigation cases, demonstrating exceptional legal research and writing skills, and providing top-notch client service.
Workers' Comp Defense Associate JobotWorkers' Comp Defense AssociateGlendale, CA$100,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Key Responsibilities: Case Management: - Manage and oversee workers' compensation defense cases, including pre-trial investigations, discovery, motions practice, and trial preparation.
Associate Attorney-Public Agency Litigation JobotAssociate Attorney-Public Agency LitigationBrea, CA$165,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Managing a diverse caseload of public agency litigation matters, including but not limited to, municipal law, civil litigation, California Environmental Quality Act (CEQA), construction defect, and construction cases.
Senior Associate Attorney JobotSenior Associate AttorneyNewport Beach, CA$150,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. In this role, you will be tasked with handling complex wage and hour cases, providing legal advice to clients, and representing them in related litigation.
Medical Malpractice Litigation Associate JobotMedical Malpractice Litigation AssociateIrvine, CA$145,000–$185,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. They are consistently named to the Best Lawyers “Best Law Firms” list and are a Certified Great Place to Work, emphasizing collaboration, responsiveness, and high-quality client service.
Insurance Defense Associate Attorney JobotInsurance Defense Associate AttorneyCosta Mesa, CARemote$120,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a strong opportunity for an attorney with insurance defense or civil litigation experience who wants to continue building depth within a sophisticated defense practice while working alongside experienced litigators in a collaborative, fully remote environment.
NewPlaintiff-Side Employee Benefits / ERISA Associate JobotPlaintiff-Side Employee Benefits / ERISA AssociateGlendale, CA$100,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our practice is built around the people and institutions on the participant and plan side of the table, with deep roots in labor law, multiemployer (Taft-Hartley) trust funds, ERISA, and wage and hour matters.
NewMunicipal Law Associate JobotMunicipal Law AssociateOntario, CA$130,000–$190,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. An established and nationally respected law firm with over a century of legal service is seeking a Health Care Litigation Attorney with a minimum of 3 years of litigation experience to join its growing Health Care Practice Group.
Associate Attorney- Toxic Tort JobotAssociate Attorney- Toxic TortIrvine, CA$100,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewReceiving Associate JobotReceiving AssociateNewport Beach, CA$18 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Checking incoming shipments against purchase orders, packing slips, and supplier certificates to verify part numbers, quantities, and condition.
NewShipping Associate JobotShipping AssociateNewport Beach, CA$18 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Associate Attorney (Real Property) JobotAssociate Attorney (Real Property)Irvine, CA$135,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our client specializes in legal services related to bankruptcy, litigation, foreclosure, and eviction, catering primarily to businesses, financial institutions, and creditors.
NewFamily Law Associate Attorney JobotFamily Law Associate AttorneyNewport Beach, CA$140,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Senior Family Law Associate JobotSenior Family Law AssociatePasadena, CA$200,000–$275,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Based in Los Angeles, California with three offices across Southern California (West LA, Pasadena, and Calabasas), we are a top‑ranked family law and estate planning firm with deep legal expertise and a strong regional reputation.
Litigation Associate Attorney, (Employment Law) (Hybrid) Abramson Labor GroupLitigation Associate Attorney, (Employment Law) (Hybrid)Burbank, CA$145,000–$185,000 / yearThe ideal candidate brings meaningful courtroom and deposition experience, the ability to independently manage a substantive caseload, and a collaborative spirit that strengthens the team around them. Our dedicated attorneys, paralegals and legal assistants work tirelessly to secure the justice you deserve in all workplace disputes.
NewSeasonal Tax Associate – Retail IntuitSeasonal Tax Associate – RetailSanta Ana, CA$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Associate – In-Store IntuitTax Associate – In-StoreNewport Beach, CA$22–$28.50 / hourAs a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Associate - TurboTax Store IntuitTax Associate - TurboTax StoreChino Hills, CA$22–$28.50 / hourAs a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewSeasonal Tax Associate - In-Store IntuitSeasonal Tax Associate - In-StoreLos Angeles, CA$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Support Associate – Retail IntuitTax Support Associate – RetailSanta Ana, CA$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
Associate Attorney WinCorp SolutionsAssociate AttorneyIrvine, CA$130,000–$150,000 / yearFull timeOur dynamic Insurance Services Practice Group is known for its comprehensive approach to complex insurance claims analysis and for representing insurance company clients in high-stakes coverage litigation cases across the country, including matters involving defective products, mass torts, environmental contamination, habitability, transportation, personal injury, professional liability, and intellectual property. WinCorp Solutions is looking to hire an Associate Attorney (Civil Litigation/Insurance Coverage) for a large award-winning law firm based in Irvine, CA.
NewAssociate Project Manager (Facility Asset Management) Disneyland ResortAssociate Project Manager (Facility Asset Management)Anaheim, CATECHNICAL COMPETENCY: Technically competent with various software programs such as construction management software and Microsoft suite of products (Excel, Word, PowerPoint, etc.) Utilize project and contract management systems in the daily operation of the business. PROCESS COMPETENCY: Responsible for timely issuance of field directives, collection of costing concurrence memos, conversion to change orders, and management approval to allow for accurate Estimated Forecast to Complete (EFC) reporting and timely job closeout.
NewSenior Associate, Business Development Vaco LLCSenior Associate, Business DevelopmentIrvine, CA$75,000–$90,000 / yearSkillsets served include but are not limited to transactional accounting, finance, supply chain, administration, and operations (A/P, A/R, Payroll, Billing, Collections, Administrative Support, Marketing, Sales and Human Resources). . Emotional Intelligence: Maintains a high level of self-awareness and the ability to appropriately identify, manage, and respond to the emotions of self and others; able to read others. .
NewJunior Litigation Associate MUELLER CHRISTENSEN LLPJunior Litigation AssociateTorrance, CA$140,000–$150,000 / yearYou will be in the work, drafting discovery, preparing for depositions, arguing routine motions, and building the skills that take years to develop at larger firms. Here is what this role looks like day to day: Draft and respond to written discovery across civil and probate matters under partner and senior attorney supervision.
Temp Sales Associate AtriumTemp Sales AssociateCosta Mesa, CA$24–$26 / hourThey are seeking a polished, client-focused Temp Sales Associate to assist their retail team at South Coast Plaza and support day-to-day sales-floor operations in a fast-paced, high-touch environment. The Temp Sales Associate will be responsible for delivering exceptional customer service while building strong client relationships and driving sales performance.
Registered Client Associate D.A. Davidson & Co.Registered Client AssociatePasadena, CA$30–$32 / hourPrimary Qualifications: Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information.
Registered Client Associate UBS Group AGRegistered Client AssociatePasadena, CA$65,000–$75,000 / yearWe 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. 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.
NewHybrid Private Client Associate - Client Advocate Insurance Dormont Manufacturing CompanyHybrid Private Client Associate - Client Advocate InsurancePasadena, CAYou will support the Private Client team by providing outstanding service to clients, assisting with new business opportunities, and managing client records effectively. This role requires strong communication skills and the ability to work independently while maintaining a collaborative team atmosphere.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateNewport Beach, CA$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Client Associate - Commercial Real Estate- Commercial Term Lending JPMorgan Chase & CoClient Associate - Commercial Real Estate- Commercial Term LendingIrvine, CAAs 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.
NewPrivate Client Associate East West BankPrivate Client AssociatePasadena, California$20–$30 / hourFull timeOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Customer facing support to provide financial products and services for private banking customers in a wide range of banking products and services including wire transfer, safe deposit box management, merchanVvault and ATM processing; foreign currency exchange.
NewWealth Client Associate - Client Services & Meetings Lead UBSWealth Client Associate - Client Services & Meetings LeadRiverside, CAThe role requires a minimum of 5 years of client service experience in finance, excellent communication skills, and proficiency in Microsoft Office Suite. The position offers a competitive salary, with a range of USD 73,000 to 80,000 per annum.#J-18808-Ljbffr.
J.P. Morgan Wealth Management - Private Client Investment Associate-Huntington Beach, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate-Huntington Beach, CAHuntington Beach, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CALa Habra, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateIrvine, CAUnder 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.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateRiverside, CAKnowledge/Skills: Strong industry, product, and branch procedures knowledge Exceptional writing, interpersonal and client service skills Detail oriented with superior organizational skills and ability to prioritize tasks Strong computer skills and knowledge of Microsoft Office products Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Registered Client Service Associate, Optin Morgan StanleyRegistered Client Service Associate, OptinLong Beach, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Registered Client Service Associate (Newport Beach, CA) Raymond James Financial IncRegistered Client Service Associate (Newport Beach, CA)Newport Beach, CA$45,000–$85,000 / yearThe 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).