Jobs near Newport Beach: 8,511
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Relevance Score ranked on: CLIENT SERVICE
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
90
0mi
Updated: July 14
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
87.1
1.2mi
Updated: July 01
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
87.1
1.2mi
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
86.7
1.2mi
Updated: June 23
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
86.7
11mi
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
85.7
4.2mi
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
85.3
13mi
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
85.2
11mi
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
85.1
8.8mi
Updated: July 14
Client Service Specialist, Surety - IAS, West
Tustin
Prepares documents for presenting risks to market. Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents. Prepares and updates draft renewal proposals. Assists client service teams in the preparation of presentation mater...
Search Terms: Client Service, Specialist, Service, Retail, Insurance
84.7
8mi
Updated: July 09
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