Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Adecco USA
Lake forest, CA, United States
Adecco is assisting a local client in their search of a Customer Care Associate please see below for more details. Position: Customer Care AssociatePay Rate: $20/HRWork Schedule: Monday to Friday, 5:00 AM - 2:00 PMEmployment Type: Temp to HireJob Summary:The Customer Care Associate will be responsible for providing exceptional customer service and
Job Source: Adecco USAValer
Huntington Beach, CA, United States
Our mission is to speed and simplify prior authorization management, enabling our clients to deliver faster, easier healthcare to their patients. Valer's technology automates submissions, status checking, verification, reporting, and EHR synchronization across all healthcare settings, specialties, and payers from one platform and portal. All buil
Job Source: ValerThe Whittier Trust Company
Newport Beach, CA, United States
Whittier Trust and the Whittier Trust Company of Nevada, Inc. is the oldest and largest privately owned multi-family office headquartered on the West Coast. Providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families to help them reach their long-term goals is our only mission. O
Job Source: The Whittier Trust CompanyThe Palms at Bonaventure Assisted Living
Newport Beach, CA, United States
United States - California Business management, administration and support Global Wealth Management Job Reference # 287932BR City Newport Beach Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Registered Client Associate to: • keep management systems up-to-date with
Job Source: The Palms at Bonaventure Assisted LivingWells Fargo
Seal Beach
**About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com . **In this role you will:** + Assist Financial Advisor(s) with service and operational related activities such as providing service
Job Source: Wells FargoMorgan Stanley
Newport Beach, CA, United States
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an unders
Job Source: Morgan StanleyGallagher
Irvine, CA, United States
About Us: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock p
Job Source: GallagherMorgan Stanley
Irvine, CA, United States
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an unders
Job Source: Morgan StanleyNewport Beach, CA, United States
About Rockefeller Capital Management:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.
Position:
A Private Advisor team is seeking a motivated individual to join its growing team as a Senior Client Associate.?The Senior Client Associate will work with?our Private Advisor?team members?and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities:
Account opening and maintenance
Transferring assets and money movement
Completing investment subscription documents
Cash management & RMDs
Assisting with client online access
Responding to account activity and statement inquiries
Managing life events
Administrative work as needed
Provide top quality service to clients and complete administration of client accounts
Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
Generate expense reports for submission using Concur
Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
Support marketing efforts by promoting client seminars and events
Offer administrative and office management support to the team
Prepare client correspondence, obtain necessary management approvals, and transmit
Review daily activity and reconcile current client activity, funds transfers and previous days activity and trades against various clearing firm systems to ensure accuracy
Oversee client insurance and annuities processes
Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
Attend client meetings as necessary and present client performance
Complete necessary filing and maintain client files
Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
Additional duties as assigned
Qualifications:
At least 4 years prior client service experience within financial industry, or equivalent experience
Series 7 & 63 licenses preferred
BA/BS degree
Skills:
Excellent client facing, interpersonal, organizational, and client service skills
Detail-oriented with ability to prioritize and organize workflow
Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
Demonstrates intellectual curiosity
Strong Microsoft Office skills including Excel & PowerPoint
Experience with eMoney financial planning software a plus
Compensation Range:
The anticipated base salary range for this role is $70,000 to $90,000. Base salary for the role will depend on several factors, including a candidates qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, Rockefeller) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (protected characteristics).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
#J-18808-Ljbffr
Email Alert for Senior Client Associate jobs in Newport Beach, CA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.