Jobs near Newport Beach: 9,038

Relevance Score ranked on: CLIENT SERVICE

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

88.8

0mi

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

88.8

0mi

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

88.4

0mi

Updated: June 23

Client Service Associate

Newport Beach

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

88.3

1.2mi

Updated: July 14

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

87.8

9.4mi

Updated: July 22

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

86.9

9.4mi

Updated: July 21

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

3.5mi

Updated: July 08

Client Services Representative I - KSNA

Orange County

At Clay Lacy Aviation, we’ve built a legacy of excellence by combining innovation, safety, and exceptional service. We’re looking for people who share our passion for aviation and our commitment to doing the right thing. Here, curiosity and continuous learning are valued, and teamwork is essential. I...

Search Terms: Client Service, Representative, Client Relations, Hospitality, Aviation

85.5

12mi

Updated: July 19

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

85.4

9.4mi

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

85.3

7.6mi

Updated: July 14

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