1,074 Results for

Client Service Associate Jobs in Costa Mesa, CA

Jobs

New!

Seal Beach, CA2 days ago

$160,000–$220,000 Per Year

The 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.

Newport Beach, CA10 days ago

Full-time

p>Benefits: Vacation, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Profit-Sharing Plan, FSA, HSA, Dependent FSA, Supplemental Insurance plans (Short term disability, long term disability, voluntary life insurance, hospital indemnity, accident, and cancer, Group term life insurance), and Paid Sick Leave (Minimum of 40 hours per year).

Effectively communicate with clients, partners, and internal departments to address all client needs and provide necessary research, problem solving, and provide support to consultants to manage (often complex) problems through to resolution;.

New!

Riverside, CA2 days ago

$150,000–$200,000 Per Year

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. 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.

Irvine, CA30+ days ago

$130,000–$180,000 Per Year
Full-time

This is an excellent opportunity for an attorney who wants meaningful litigation experience, strong mentorship, direct client interaction, and a long-term growth path with a respected regional firm. We believe good attorneys do their best work when they are supported, respected, and given opportunities to grow.

New!

Irvine, CA5 days ago

$125,000–$165,000 Per Year

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. 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.

New!

Newport Beach, CA5 days ago

$150,000–$225,000 Per Year

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. 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.

New!

Beverly Hills, CA5 days ago

$90,000–$150,000 Per Year

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. Provide legal representation to clients in Family Law, including child custody, divorce, child and spousal support, depositions, and other related areas.

New!

Irvine, CA1 day ago

$140,000–$250,000 Per Year

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. This organization is known for its client-centered approach, professionalism, and commitment to helping clients navigate complex financial and tax-related challenges.

New!

Irvine, CA5 days ago

Remote

$160,000–$200,000 Per Year

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. 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.

New!

Irvine, CA5 days ago

Remote

$115,000–$195,000 Per Year

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. The firm's expertise is diverse but focused in the areas of toxic tort, complex product liability, local government, general liability, and commercial litigation.

New!

Ontario, CA1 day ago

$60,000–$80,000 Per Year

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. They have a state-of-the-art office with the newest technology available where everyone works together to achieve our common goal: to provide the best in tax, accounting, and consulting services.

New!

Brea, CA5 days ago

$165,000–$200,000 Per Year

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. 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.

New!

Irvine, CA5 days ago

Remote

$115,000–$195,000 Per Year

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. 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).

New!

Irvine, CA1 day ago

Remote

$115,000–$195,000 Per Year

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. The firm's expertise is diverse but focused in the areas of toxic tort, complex product liability, local government, general liability, and commercial litigation.

New!

Irvine, CA5 days ago

$120,000–$230,000 Per Year

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. Together, our four named, partners' trial experience includes: Hundreds of trials handled approximately 400 trials conducted to verdict with a verdict success rate of approximately 96 percent.

New!

Ontario, CA5 days ago

$130,000–$190,000 Per Year

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. 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.

New!

Irvine, CA5 days ago

$140,000–$320,000 Per Year

New!

Newport Beach, CA5 days ago

$140,000–$200,000 Per Year

New!

Irvine, CA5 days ago

$135,000–$175,000 Per Year

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. Our client specializes in legal services related to bankruptcy, litigation, foreclosure, and eviction, catering primarily to businesses, financial institutions, and creditors.

New!

Newport Beach, CA5 days ago

$120,000–$300,000 Per Year

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. Manage a caseload of complex litigation matters, from inception to resolution, including drafting pleadings, conducting discovery, arguing motions, and participating in trials and arbitrations.

New!

Ontario, CA2 days ago

$100,000–$200,000 Per Year

New!

Artesia, CA5 days ago

$150,000–$350,000 Per Year

New!

Artesia, CA5 days ago

$130,000–$200,000 Per Year

New!

Cerritos, CA5 days ago

$140,000–$250,000 Per Year

New!

Cerritos, CA5 days ago

$130,000–$250,000 Per Year

New!

Irvine, CA5 days ago

$200,000–$350,000 Per Year

New!

Cerritos, CA4 days ago

$175,000–$250,000 Per Year

New!

Cerritos, CA5 days ago

$150,000–$350,000 Per Year

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. Seeking a licensed attorney with 5+ years of experience in transactional matters, including the following: Entity formations and dissolutions (nonprofit and for-profit).

New!

Irvine, CA5 days ago

$150,000–$250,000 Per Year

New!

Costa Mesa, TX3 days ago

$310,000–$420,000

Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

Canadian residents may access our policies in English here and in French here.

New!

Costa Mesa, TX3 days ago

$260,000–$390,000

strong>Requirements:

3-6 years of experience in commercial real estate ("CRE") finance, including advising leading financial institutions and private equity lenders on complex real estate finance matters that include hotels and resorts, industrial and distribution centers, high-rise office buildings, biomedical research complexes, and nursing facilities. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

Huntington, CAToday

$25–$28 Per Hour

Whether it’s responding to advisor questions, preparing quarterly reports, managing projects, or coordinating with clients, your work helps ensure that retirement plans stay on track. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs.

Irvine, California16 days ago

$19.70–$23.17 Per Hour
Full-time

Actual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law. An employee may be eligible for additional pay, premiums, or bonus potential.

Preferred Qualifications: .

New!

90710, CA2 days ago

$22–$22 Per Hour

System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We’re looking for energetic Retail Sales Associates who enjoy engaging with customers and being part of a fun, high-energy retail environment.

Newport Beach, CA30+ days ago

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.

Newport Beach, California30+ days ago

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.

Beverly Hills, California29 days ago

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.

ADMINISTRATIVE SUPPORT:

• Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

Laguna Niguel, CA30+ days ago

$34,320–$90,000 Per Year

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Long Beach, CA15 days ago

$34,320–$90,000 Per Year

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

New!

Newport Beach, CA4 days ago

$45,000–$85,000 Per 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).

Newport Beach, CA30+ days ago

The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and…" /> Client Service Associate @ Beacon Pointe Advisors LLC. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution.

California, CA30+ days ago

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Newport Beach, CA30+ days ago

The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate .

Torrance, CA23 days ago

The Client Service Associate will also possess strong customer service and problem-solving skills, technical knowledge or technical aptitude, strong listening and oral communication skills as well as team orientation organizational skills. OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate.

Santa Ana, CA30+ days ago

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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.

Torrance, CA30+ days ago

Pay Rate: $18/hr Essential Duties and Responsibilities Heavy customer interface by telephone, electronically or face to face Respond promptly to customer inquiries Handle and resolve customer complaints Obtain and evaluate all relevant information to handle inquiries and complaints Provide prompt, courteous service to all external and internal customers Assist with special projects as assigned Direct requests and unresolved issues to the designated resource Manage customers accounts Keep records of customer inquiries, comments and complaints and actions taken Communicate and coordinate with internal departments Follow up on customer interactions The Client Service Associate will also possess strong customer service and problem-solving skills, technical knowledge or technical aptitude, strong listening and oral communication skills as well as team orientation organizational skills. IT knowledge and ability Excellent communication skills, verbal and written Attention to detail and accuracy Accountability Organizational Skills Motivated and results driven Strong interpersonal skills Commitment to continuous improvement Maintain a positive mental attitude and professional work ethic Confidentiality #MP1.

Beverly Hills, California26 days ago

Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.

Long Beach, CA30+ days ago

Remote

$71,869–$114,797 Per Year

Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele account balance account history and other related factors within delegated authority. Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to clientsprospects.

Santa Ana, California30+ days ago

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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. residents: for disclosures relating to personal information we collect during the employment application and recruitment process, please see ourPrivacy Notice for U.S. Applicants..

Costa Mesa, CA30+ days ago

p>Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and Proficient use of technology.

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