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Charles Schwab
Newport Beach, CA, United States
Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a fi
Job Source: Charles SchwabPhyNet Dermatology LLC
Newport Beach, CA, United States
Island Dermatology in Newport Beach, CA is seeking a Dermatologist to join our long established & highly regarded practice with a large & loyal patient base. Opportunity Highlights: Highly Competitive Compensation: $450,000-$650,000+ realistic potential Potential Signing & Relocation Bonuses Nearly unmet patient demand, from 30 - 50+ patients p
Job Source: PhyNet Dermatology LLCJobot
Newport Beach, CA, United States
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!Job details Come join us in Newport Beach, CA to work hybrid at Jobot House! This Jobot Job is hosted by Tonya GhanbariAre you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Or, email Tonya Ghanbari at tonya.ghanbar
Job Source: JobotAlphaprotechnology
Newport Beach, CA, United States
Branch Manager Newport Beach, CA **Job Location:** CA **Worker Location:** Onsite A Mortgage Branch Manager is responsible for meeting and exceeding personal loan production as well as budgeted goals and objectives in addition, they manage a sales group of Mortgage Home Loan Advisors and Loan Officer Assistants typically within a single stand
Job Source: AlphaprotechnologyCompHealth
Newport Beach, CA, United States
You will enjoy living and working in coastal Orange County, California, with its many amenities, fine dining, exceptional shopping and entertainment venues, all making the good life possible. Your specialty-specific CompHealth rep places your best interests at the heart of everything they do and pays careful attention to the things that matter to y
Job Source: CompHealthPIMCO
Newport Beach, CA, United States
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one o
Job Source: PIMCOBCG Attorney Search
Newport Beach, CA, United States
connection to 192.168.30.192:5052 failed (errno=110, msg=Connection timed out) Public Company Associate Attorney Job in Newport Beach, CA, 575829084 | 100KCrossing.com Home Job Details Legend Similar Jobs SENIOR CORPORATE COUNSEL - LEGAL GENERAL COUNSEL Hoag Newport Beach, CA Apply Now > Senior Manager, Corporate Counsel -Gove
Job Source: BCG Attorney SearchHMG Careers
Newport Beach, CA, United States
About the job Insurance Customer Service and Sales Newport Beach, CA We are a rapidly growing company actively searching for dedicated and driven individuals from across North America to join us as life insurance benefits advisors in providing outstanding customer service and support to our client base. You will work remotely to serve clients and
Job Source: HMG CareersNewport Beach, CA, United States
Job Description
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps.
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 understanding of firm policies, procedures and firm capabilities in order to deliver the full
firm to clients.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
Prepare financial plans, client reports, and other materials for client meetings
Review and take appropriate action on client account alerts
OTHER Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
Additional Qualifications/Responsibilities
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
High School Diploma/Equivalency
College degree preferred
Knowledge/Skills Strong industry, product, and branch procedures knowledge
Exceptional writing, interpersonal and client service skills
Detail oriented with superior organizational skills and ability to prioritize tasks
Strong computer skills and knowledge of Microsoft Office products
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Email Alert for Registered Client Service Associate (Newport Beach, CA) jobs in Newport Beach, CA, United States
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