Current jobs related to Client Service Associate - Newport Beach, California - Citigroup Inc

  • Client Services Associate

    1 week ago

    Newport Beach, California, United States Meier Law Firm Full time

    About the Role:We are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Meier Law Firm. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients and internal teams.Key Responsibilities:Serving as the primary point of contact for clients and internal...

  • Client Services Associate

    4 weeks ago

    Newport Beach, California, United States Restoration Hardware Full time

    About UsAt Restoration Hardware, we're passionate about creating exceptional experiences for our clients. Our team is dedicated to delivering unparalleled service and support, ensuring that every interaction is memorable and meaningful.Job SummaryWe're seeking a highly skilled and motivated Client Services Associate to join our team. As a key member of our...

  • Client Services Associate

    2 weeks ago

    Newport Beach, California, United States Meier Law Firm Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Meier Law Firm. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our office and providing exceptional client service.Key ResponsibilitiesProvide warm and welcoming support to clients and visitors,...

  • Client Service Associate

    2 months ago

    Newport Beach, California, United States Citigroup Inc Full time

    Job SummaryThe Licensed Client Service Associate is a key role that combines in-depth knowledge of financial services with a strong understanding of industry standards and practices. This position requires excellent analytical skills, the ability to communicate complex information effectively, and a high level of diplomacy. The successful candidate will work...

  • Senior Registered Client Service Associate

    1 week ago

    Newport Beach, California, United States Raymond James Financial Incorporated Full time

    Job SummaryCelebrating over 60 years of excellence in the financial services industry, Raymond James is seeking a detail-oriented and creative problem solver to join our team as a Registered Client Service Associate.This critical role provides high-quality administrative support to financial advisors, clients, and branch staff members, requiring effective...

  • Senior Registered Client Service Associate

    4 weeks ago

    Newport Beach, California, United States Raymond James Full time

    Job SummaryCelebrating over 60 years of excellence in the Financial Services industry, Raymond James is seeking a highly motivated and detail-oriented Registered Client Service Associate to join our team. This critical role provides high-quality administrative support to Financial Advisors, clients, and branch staff members.Key ResponsibilitiesProvide...

  • Client Services Coordinator

    4 weeks ago

    Newport Beach, California, United States Meier Law Firm Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Meier Law Firm. As a key member of our team, you will be responsible for providing exceptional client service, administrative support, and operational assistance to our Client Services Manager and paralegals.Key ResponsibilitiesClient...

  • Client Services Liaison

    3 weeks ago

    Newport Beach, California, United States Restoration Hardware Full time

    About UsAt Restoration Hardware, we're passionate about creating exceptional experiences for our clients. Our team is dedicated to delivering unparalleled service and support, ensuring that every interaction is a reflection of our brand's commitment to excellence.Job SummaryWe're seeking a highly skilled Client Services Associate to join our team. As a key...

  • Client Services Liaison

    2 weeks ago

    Newport Beach, California, United States Restoration Hardware Full time

    About UsAt Restoration Hardware, we're passionate about creating exceptional experiences for our clients. Our brand is built on a foundation of quality, design, and craftsmanship.Job DescriptionWe're seeking a talented Client Services Associate to join our team. As a key member of our Client Services team, you will be responsible for delivering exceptional...

  • Client Portfolio Associate

    2 weeks ago

    Newport Beach, California, United States Aristotle Capital Management, LLC Full time

    About Aristotle Capital Management, LLCAristotle Capital Management, LLC is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide.Job Title: Client Portfolio AssociateWe are seeking a highly motivated and detail-oriented Client Portfolio...

  • Client Service Associate

    1 month ago

    Hermosa Beach, California, United States Citigroup Inc Full time

    Client Services ================ The Client Service Associate is a key role within Citigroup Inc. that requires a unique blend of industry knowledge and analytical skills. As a developing professional, you will be responsible for delivering high-quality wealth management services to clients, working closely with Banker teams to provide tailored...

  • Client Service Liaison

    2 weeks ago

    Newport Beach, California, United States Beacon Pointe Advisors Full time

    Client Service LiaisonWe are seeking a skilled Client Service Liaison to join our team at Beacon Pointe Advisors. As a Client Service Liaison, you will be responsible for providing exceptional service to our high-net-worth clients and prospects. Your primary focus will be on building strong relationships with clients, understanding their needs, and...

  • Client Service Liaison

    1 week ago

    Newport Beach, California, United States Beacon Pointe Advisors Full time

    Relationship Manager Job DescriptionWe are seeking a skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a Relationship Manager, you will be responsible for providing exceptional service to our high-net-worth clients, investment professionals, and other members of the service support team.Key Responsibilities:Client Liaison: Act as...

  • Client Services Coordinator

    1 week ago

    Newport Beach, California, United States Tax & Financial Group Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Tax & Financial Group. This is an exciting opportunity to work in a dynamic environment and contribute to the success of our clients.Key Responsibilities:Process new business and secure forms, pull client reports and statementsAssist with...

  • Client Service Specialist

    3 weeks ago

    Newport Beach, California, United States Madison Reed Hair Color Bar Full time

    Job Title: Client Service Specialist, Hair Color BarAt Madison Reed Hair Color Bar, we are seeking a highly skilled and customer-focused Client Service Specialist to join our team. As a Client Service Specialist, you will be the face of our Hair Color Bar, providing exceptional guest experiences from arrival to departure.Key Responsibilities:Provide seamless...

  • Licensed Client Service Associate

    2 weeks ago

    Hermosa Beach, California, United States Citigroup Inc Full time

    Job Title: Licensed Client Service AssociateThe Licensed Client Service Associate is a key role within Citigroup Inc. that requires a unique blend of industry knowledge, analytical skills, and effective communication. This position plays a crucial part in delivering high-quality wealth management services to clients, working closely with Banker teams to...

  • Client Service Specialist

    4 weeks ago

    Newport Beach, California, United States Madison Reed Hair Color Bar Full time

    Job DescriptionAt Madison Reed Hair Color Bar, we are seeking a highly skilled and customer-focused Client Service Specialist to join our team. As a Client Service Specialist, you will be the face of our Hair Color Bar, providing exceptional guest experiences from arrival to departure. Your primary responsibility will be to ensure that every guest feels...

  • Vice President of Client Service

    2 weeks ago

    Newport Beach, California, United States Aristotle Capital Management, LLC Full time

    Job Title: Vice President Client Service ManagerAristotle Capital Management, LLC is seeking a highly skilled and experienced Vice President Client Service Manager to join our team. As a key member of our institutional and retail business development team, you will be responsible for leading the internal client service team, overseeing client reporting, and...

  • Client Portfolio Associate

    1 week ago

    Newport Beach, California, United States Aristotle Capital Management Full time

    Job OverviewAristotle Capital Management is seeking a highly skilled Client Portfolio Associate to join our team. As a key member of our Investment Team, you will work closely with our Investment Professionals to deliver exceptional client service and support our portfolio management strategies.Key ResponsibilitiesDevelop a deep understanding of our...

  • Benefits Client Manager

    1 week ago

    Newport Beach, California, United States EPIC Brokers Full time

    Job SummaryWe are seeking a highly skilled Benefits Client Manager to join our team at EPIC Brokers. As a key member of our team, you will be responsible for implementing client benefits strategies and servicing accounts.Key ResponsibilitiesEstablish and maintain day-to-day business relationships with clientsWork with clients, producers, and team members to...

Client Service Associate

2 months ago

Newport Beach, California, United States Citigroup Inc Full time

Job Summary:

The Licensed Client Service Associate is a developing professional role that integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. This role demonstrates a good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family.

Key Responsibilities:

  • Deliver wealth management services to clients with guidance from the Banker teams.
  • Assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

Qualifications:

  • 2-5 years of relevant experience.
  • Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
  • Ability to problem solve and analyze data with demonstration of attention to detail.
  • Strong verbal and written communication skills.
  • Client-facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products.
  • US: Licenses: Series 7/63 or 7/66 or willing to acquire.

Education:

  • Bachelor's/University degree or equivalent experience.

Job Family Group:

Private Client Coverage

Job Family:

Client Services

Time Type:

Full time

Primary Location:

Citigroup Inc.

Primary Location Full Time Salary Range:

$74, $103,810.00

Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.