Client Service Associate
4 weeks ago
About Us:Stratos Wealth Partners is a leading financial advisory practice dedicated to providing personalized financial solutions to our clients. We prioritize exceptional service and strive to build lasting relationships based on trust and integrity.Position Overview:We are seeking a dedicated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the first point of contact for our clients, ensuring they receive exceptional service and support. You will play a crucial role in enhancing the client experience and assisting our financial advisors in delivering tailored financial strategies.Key Responsibilities: Serve as the primary point of contact for client inquiries, providing timely and accurate information. Assist clients with account maintenance, transactions, and inquiries regarding financial products and services. Schedule and prepare for client meetings, ensuring all necessary materials are organized and available. Support financial advisors by preparing reports, presentations, and other documentation as needed. Maintain accurate client records and databases, ensuring compliance with company policies and regulatory requirements. Proactively follow up with clients to ensure satisfaction and address any concerns. Collaborate with team members to enhance service delivery and improve operational efficiency. Stay informed about financial markets, products, and industry trends to better assist clients. Bachelor's degree in finance, business, or a related field preferred. 3+ years' previous experience in client service, preferably in a financial services or advisory environment. FINRA Series 7/66 preferred but not required Strong interpersonal and communication skills, both verbal and written. Exceptional organizational skills and attention to detail.
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Client Associate
7 months ago
Irvine, United States Pacific Premier Full timeThe Client Associate is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel. Provide excellent customer service to PPB Consumer and Business customers as well as internal Bank teams. Client Associate, Associate, Customer Service, Retail, Banking
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Client Associate
3 weeks ago
Irvine, United States Ultimate Staffing Full timeThe Client Manager will provide project management and administrative support to clients, focusing on building strong relationships and ensuring satisfaction. They act as the main point of contact between the company and clients, handling communicati Client Associate, Business Operations, Associate, Project Management, Client Relations, Customer Service,...
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Client Service Associate
4 weeks ago
Irvine, California, United States Ronald Blue Trust Full timeJob SummaryThe Client Service Associate is a key member of the Ronald Blue Trust team, responsible for delivering exceptional client service to Family Office clients. This role requires a high level of organization, attention to detail, and effective communication skills.Key ResponsibilitiesProvide administrative support to team members and clients,...
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Client Service Associate- Family Office
2 months ago
Irvine, United States Ronald Blue & Co Full timeJob Type Full-timeDescriptionThe Client Service Associate is responsible for overseeing the various aspects of client service to serve Family Office clients in the most efficient and careful manner and for designing and implementing processes and procedures to enhance the efficiencies of Division operations. This position also provides administrative support...
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Client Service Associate, Middle Market Banking
6 months ago
Irvine, United States JPMorgan Chase & Co. Full timeBe a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership...
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Client Associate
1 month ago
Irvine, California, United States Pacific Premier Full timeJob SummaryThe Client Associate is a key role at Pacific Premier, responsible for delivering exceptional customer service to our customers and internal teams. This position requires a strong ability to prioritize tasks, make informed decisions, and provide technical assistance to customers.Key ResponsibilitiesProvide exceptional customer service via phone,...
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Client Service Representative
3 weeks ago
Irvine, California, United States Stratos Wealth Partners Full timeAbout Us: Stratos Wealth Partners is a leading financial advisory practice dedicated to providing exceptional financial solutions to our clients. We prioritize personalized service and strive to build lasting relationships based on trust and integrity. Position Overview: We are seeking a dedicated and detail-oriented Client Service Associate to join our...
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Veterinary Client Service Coordinator
4 weeks ago
Irvine, California, United States BluePearl Full timeClient Service Coordinator Job DescriptionWe are seeking a skilled Client Service Coordinator to join our team at BluePearl Veterinary Partners. As a Client Service Coordinator, you will be the first point of contact for our clients, providing exceptional customer service and ensuring that each client receives the care and attention they need.Key...
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Veterinary Client Service Coordinator
1 month ago
Irvine, United States BluePearl Full time**BluePearl Pet Hospital is hiring an extraordinary Client Service Coordinator.** + Are you an excellent customer service professional? + Do your peers turn to you for advice, guidance, comfort, and support? + Are you looking for an opportunity to work with some of the greatest veterinary medicine professionals? If you are seeking an opportunity with a team...
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Client Service Liaison
4 weeks ago
Irvine, California, United States Banfield Full timeJob SummaryAt Banfield, we're committed to delivering exceptional pet care and client service. As a Client Service Coordinator, you'll play a vital role in ensuring our clients receive the best possible experience. Your primary responsibility will be to provide top-notch support to our veterinary medical team, ensuring seamless client care and maximum...
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Client Service Coordinator
7 months ago
Irvine, United States Banfield Full timeLive and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospital team through through a productive and efficiently...
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Client Service Liaison
3 weeks ago
Irvine, California, United States Banfield Full timeKey Responsibilities:• Live and exemplify the Five Principles of Mars, Inc. within self and team.• Actively promote hospital services to attract new clients and ensure a smooth flow of clients and pets for superior client care and maximum productivity of the veterinary medical team.• Maximize the number of pets seen by the hospital team through...
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Customer Service Associate
5 months ago
Irvine, United States Evs Full timeA thriving Customer Service and Sales firm, we are a dynamic team that serves the Santa Ana community with the best service options. We are a regional team of innovators, inspired entrepreneurs, and goal achievers. Our mission statement holds to the leadership team we have in place. We need our team to innovate to continue leading our industry. That is...
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Irvine, California, United States FirstService Residential Full timeAccounts Payable Special Projects AssociateAn Accounts Payable (A/P) Special Projects Associate is responsible for supporting the Client Accounts Payable department in various capacities. Key responsibilities include assisting internal and external clients with questions or problems associated with vendor invoices found in the duplicate, image, "ship to"...
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Insurance Services Associate
4 weeks ago
Irvine, California, United States Alliant Insurance Services Full timeJob SummaryWe are seeking a highly skilled Insurance Services Associate to join our team at Alliant Insurance Services. As a key member of our team, you will be responsible for providing exceptional client service and support in the daily processing of various client-related service issues and administrative tasks.Key Responsibilities:Investigate and resolve...
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Veterinary Client Service Representative
3 weeks ago
Irvine, California, United States BluePearl Full timeTransform Lives as a Client Service Coordinator at BluePearlWe are seeking an exceptional Client Service Coordinator to join our team at BluePearl Pet Hospital. As a Client Service Coordinator, you will be the first point of contact for our clients, providing a warm and professional welcome to our hospital.Key Responsibilities:Greet and make friendly eye...
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Client Services Administrator
3 months ago
Irvine, United States EBizCharge Full timeHeadquartered in Irvine, California, EBizCharge by Century Business Solutions specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP...
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Client Services Administrator
5 months ago
Irvine, United States EBizCharge Full timeHeadquartered in Irvine, California, EBizCharge by Century Business Solutions specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP...
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Client Services Specialist
2 months ago
Irvine, United States EBizCharge Full timeHeadquartered in Irvine, California, EBizCharge by Century Business Solutions specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP...
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Client Services Specialist
2 months ago
Irvine, United States EBizCharge Full timeHeadquartered in Irvine, California, EBizCharge by Century Business Solutions specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP...