Client Service Associate

3 weeks ago

Newport Beach, United States The Rand Group Full time

With offices in California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services, primarily to high-net-worth individuals and families nationwide. The companys distinct wealth management brand applies to a true fiduciary standard of care for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy, risk management, and strategy implementation. Our firm is a group of team players working closely to achieve high-performance results through shared objectives. We hold each other accountable for goals and support each other to provide our clients with a unique experience catered to their individual needs. This is an in-office Monday - Friday position in our Newport Beach office. What Youll Do We are looking for a creative, well-organized, self-motivated individual with professional communication skills to support client services and general administration. You will report to the Managing Director/Partner. The ideal candidate is service-oriented, coachable, a team player, flexible, adaptable, and eager to learn about different roles within the company. Provide customer service to clients and manage the administration of client financial accounts, including financial transactions. Prioritize and organize workflows, and oversee all facets of operations. Prepare important documents and PowerPoint presentations for client meetings. Assist with setting up new investment accountsdrafting emails, preparing welcome materials, account distributions, and onboarding tasks. Respond to questions regarding accounts and procedures. Offer administrative and office management support to the team. Coordinate current and prospective client communications. Assist with data collection, data input, and presentations for financial planning. Maintain client files within the Salesforce CRM system. Support minor marketing functions and manage daily administrative tasks related to client communication and marketing efforts. Contribute to collaborative efforts and organize promotional events in Hawaii. What Youll Bring BA/BS degree in finance or a related field preferred. Series 7, 66, 63/65 licenses, and CA Insurance License not required but preferred. 3+ years of experience in Financial Services, including internships involving customer service or financial analysis. Proficiency in MS Office applications (Word, Excel, PowerPoint). Detail-oriented with strong organizational skills. Ability to work effectively in a fast-paced, high-pressure environment. Self-starter capable of working independently. Excellent interpersonal, organizational, and client service skills. Team-oriented mindset and flexibility to perform various tasks. What We Offer Annual base salary ranging from $65,000 to $85,000 plus performance bonuses based on qualifications and experience. Health, Dental, Vision, and Life Insurance. Vacation and PTO days. Additional Information Seniority level: Entry level Employment type: Full-time #J-18808-Ljbffr

  • Client Service Associate

    6 days ago

    Newport Beach, California, United States Continuum Advantage Full time

    HIGH PRIORITY SEARCH  Registered Client Service Associate  Established Wealth Management is seeking a Part-Time Client Service Associate. This position will be an integral part of a growing boutique wealth management firm, located in Newport Beach, California. With daily interaction and direct support to the firm's Managing Director/Financial...

  • Client Services Associate

    3 weeks ago

    Newport Beach, United States RH Full time

    RH Client Services AssociateRH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of...

  • Client Service Associate

    5 days ago

    Newport, TN, United States Jackson Hewitt Tax Service, Inc. Full time

    Replies within 24 hours Benefits: Bonus based on performance Company parties Competitive salary Employee discounts Flexible schedule Opportunity for advancement Training & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships...

  • Client Service Associate

    1 week ago

    Newport, TN, United States Jackson Hewitt Tax Service, Inc. Full time

    Benefits: Bonus based on performance Company parties Competitive salary Employee discounts Flexible schedule Opportunity for advancement Training & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no...

  • Client Services Associate

    2 weeks ago

    Newport Beach, United States RH-USA Inc Full time

    RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the...

  • Client Services Associate

    7 days ago

    Newport Beach, United States RH Full time

    RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the...

  • Client Services Associate

    5 days ago

    Newport Beach, CA, United States RH-USA Inc Full time

    Job Description RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home...

  • Client Services Associate

    1 week ago

    Newport Beach, CA, United States RH-USA Inc Full time

    Job Description RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home...

  • Client Service Associate

    2 weeks ago

    Newport, United States Jackson Hewitt Full time

    Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices,...

  • Registered Client Service Associate

    3 weeks ago

    Newport Beach, United States UBS Full time

    Job Reference 328471BR City Newport Beach Job Type Full Time Your role keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests plan team marketing...