Jobs near Corona del Mar: 8,196

Relevance Score ranked on: CLIENT SERVICE

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 mail...

Search Terms: Client Service, Associate, Service, Processing, Branch Manager

87.2

1.6mi

Updated: July 14

Client Services Account Admin

Santa Ana

For the Client Services Account Admin includes but not limited to:Daily administration on multiple accounts. Respond to daily inquiries from Clients andinternal operation team. Review and process daily wire payments. Review compliance to ensure conformity to thetransaction documents. Perform ongoing ...

Search Terms: Client Service, Accounting, Business Services, Staffing, Account

86.7

10mi

Updated: July 27

Registered Client Service Associate

Newport Beach,

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client f...

Search Terms: Client Service, Associate, Registered, Client Support, Service

85.6

2.8mi

Updated: July 01

Client Service Analyst

Newport Beach

Application Deadline:08/30/2026 Address:4400 MacArthur Blvd. Job Family Group:Wealth Sales & Service. Provides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigne...

Search Terms: Client Service, Analyst, Wealth Advisor, Financial Planning, Relationship Manager

85.6

2.8mi

Updated: July 01

Registered Client Service Associate (Newport Beach, CA)

Newport Beach

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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential...

Search Terms: Client Service, Registered, Associate, Financial Advisor, Client Relations

85.3

2.8mi

Updated: June 23

Client Service Associate

Irvine

Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles Develop long term client relationships Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction. Conduc...

Search Terms: Client Service, Associate, Service, Project Management, Client Relations

84.8

12mi

Updated: July 22

Senior Manager - Private Client Services

Costa Mesa

Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and ...

Search Terms: Client Service, Manager, Private, Senior, Business Services

84.7

5.8mi

Updated: July 08

Trust Operation Specialist - Client Service

Irvine

The Trust Operations Specialist - Client Service answers questions regarding investments in private equity, real estate, private debt, and more. Effectively handles client inquiries by researching and analyzing complex issues. Adheres strictly to trust regulations and security standards including the...

Search Terms: Client Service, Specialist, Trust, Customer Service, Operation

84.7

12mi

Updated: July 21

Part Time Client Service Associate (Irvine, CA)

Irvine

Advise clients about a range of banking products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances. Have direct contact with customers. Job Description. Job Summary. Celebrating more than 60 years of rich histor...

Search Terms: Client Service, Financial Advisor, Associate, Part Time, Client Relations

84.1

12mi

Updated: July 17

Manager, Client Services

Santa Ana

The essential functions include, but are not limited to the following: Monitor and manage core performance metrics including productivity, call handling efficiency, service levels, and quality scores. Identify trends, gaps, and performance risks; implement corrective action plans. Partner with leader...

Search Terms: Client Service, Manager, Leadership, Operations, Training

84.1

10mi

Updated: July 14

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