UNKNOWN

FEED

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

HOUR

Wealth Enhancement Group LLC

Client Service Associate

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. Obtain and maintain a 2-20 state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).Bachelor's degree preferred.

YEAR

BRP Group, Inc.

Associate Client Manager, Surety - Ias, West

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With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.

Oppenheimer Holdings Inc

Client Service Associate (Newport Beach, CA)

Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.

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. Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

Raymond James Financial Inc

Client Service Associate (Irvine, CA)

Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

JPMorgan Chase & Co

SPS North America

GreenHouseAPI

In this role, you will provide essential administrative support to our Client Relations Team, manage Salesforce data, coordinate bid processes, and help ensure that our clients receive exceptional service throughout the entire project lifecycle. Client Engagement : Support Client Relations by reaching out to clients at key touchpoints, assisting with lower-level interactions, and helping organize client meetings and events.

Pierre Landscape Construction

Sr. Client Relations Associate

Teamwork- Balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone’s efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.

Collaborative Solutions

Client Services Associate - Santa Ana, CA (Onsite)

Our administrative team plays a key role in the merchants’ onboarding process, working closely with the sales team to ensure a smooth experience before, during, and after a merchant is onboarded. Follow up appropriately when needed to ensure accounts experience a high level of responsiveness, even if there is no substantive update or resolution to an outstanding item.

EBizCharge

Client Operations Associate

We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Strong data analytics skills; expert level with Microsoft product suite including Excel, Word, PowerPoint and other business technology applications; experience with CRM, or industry tools such as Bloomberg, MMD, Morningstar or other databases is a plus.

Franklin Resources Inc

Sr. Client Service Associate - U.S. Institutional

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. What comes with the seat • No cold calling • Qualified-interest pipeline • Performance-based advancement • Full training • Current tech stack • Work from home .

AO Garcia Agency

Client Success Associate - Work From Home

The key responsibilities of the role include: Coordinates account administrative tasks by ensuring prompt execution and follow-up; responds to partner and client service requests by obtaining necessary information and documentation, communicating with client and vendors as required for resolution of issues; executes daily client activity; oversees transaction processing; ensures accurate set up and review of fees; documents services provided and any specialized procedures for client relationships; ongoing written and verbal communication with clients as appropriate in managing daily activity. Maintains a working knowledge of various NT resources and utilizes knowledge, experience, and NT resources to identify opportunities for relationship enhancement; works collaboratively with internal partners and external advisors in identifying client needs and solutions.

Northern Trust Corp

Associate Client Advisor, WM

The Client Manager oversees a dedicated book of business comprised primarily of lower-complexity clients, delivering consistent service and lifecycle support. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

IMA Financial Group

Client Manager

The Client Manager oversees a dedicated book of business comprised primarily of lower-complexity clients, delivering consistent service and lifecycle support. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

The IMA Financial Group Inc

Facilitate therapeutic and psychoeducational groups within school based programs and juvenile detention settings focusing on emotional regulation, decision making, coping skills, self esteem, and behavioral accountability. The Associate Therapist maintains an active caseload, provides individual and group therapy, facilitates psychoeducational programming, and completes clinical documentation using SOAP format.

Office Assistant

Associate Therapist/Psychology Associate , AMFT / APCC

Responsibility for managing renewal process on assigned book of business including preparation of pre-renewal summary, creating renewal applications and submissions, online quoting via carrier rating platforms, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, certificates, auto ID cards, etc. Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, resolving coverage and premium discrepancy issues, maintaining accurate account information in agency management system, processing of endorsements, audits, certificates of insurance, and auto ID cards, etc.

Client Executive, Advanced Industries

In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.

Client Associate Jobs in Tustin, CA

Client Service Associate Wealth Enhancement Group LLC

Associate Client Manager, Surety - Ias, West BRP Group, Inc.

Client Service Associate (Newport Beach, CA) Oppenheimer Holdings Inc

Client Service Associate SPS

Client Service Associate (Irvine, CA) Raymond James Financial Inc

Client Service Associate JPMorgan Chase & Co

Client Service Associate SPS North America

Sr. Client Relations Associate Pierre Landscape Construction

Client Services Associate - Santa Ana, CA (Onsite) Collaborative Solutions

Client Operations Associate EBizCharge

Sr. Client Service Associate - U.S. Institutional Franklin Resources Inc

Client Success Associate - Work From Home AO Garcia Agency

Associate Client Advisor, WM Northern Trust Corp

Client Manager IMA Financial Group

Client Manager The IMA Financial Group Inc

Associate Therapist/Psychology Associate , AMFT / APCC Office Assistant

Client Executive, Advanced Industries The IMA Financial Group Inc

Client Executive, Advanced Industries IMA Financial Group

Client Analyst The IMA Financial Group Inc

Client Analyst IMA Financial Group

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