Client Services Jobs in Newport Beach
1 - 15 of 18
Search Results - Client Services Jobs in Newport Beach
The Bahnsen Group LLC-Newport Beach-
The Tax Client Services Administrator will support the daily administrative operations of the Tax Services Department. TBG Tax was launched in 2023 and now serves over 400 client households. This is a full-time, in-office position based in Newport Beach...
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Sweet James LLP-Newport Beach-
injury caseload from intake through settlement while delivering exceptional client services and strategic case management.
Key Responsibilities
• Co-manage a full caseload of litigation personal injury matters through settlement.
• Evaluate case value...
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Mission Recruiting, LLC-Newport Beach-
law experience, active California Bar membership in good standing, excellent writing and client service skills, and the willingness and ability to attend court regularly. CFLS designation, eligibility, or interest is preferred.
Contact Mission...
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Orion Placement-Newport Beach-
Our team is known for practical strategy, strong client service, and a thoughtful approach to resolving disputes efficiently while protecting our clients’ interests. Confidential Employer.
Job Description
• Handle employment litigation matters...
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Jobot-Newport Beach-
proceedings.
6. Keep abreast of changes in tax and estate planning laws and regulations.
7. Develop strong client relationships and deliver exceptional client service.
8. Maintain strict confidentiality and exercise sound judgment and discretion in handling...
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Mission Recruiting, LLC-Newport Beach-
of dedicated family law experience, active California Bar membership in good standing, excellent writing and client service skills, and the willingness and ability to attend court regularly. CFLS designation, eligibility, or interest is preferred.
Contact...
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Orion Placement-Newport Beach-
for practical strategy, strong client service, and a thoughtful approach to resolving disputes efficiently while protecting our clients’ interests. Confidential Employer.
Job Description
• Handle employment litigation matters on behalf of California employers...
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Newport Beach-icims.com-
about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing:
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance...
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LHH-Newport Beach-
basic math skills, including percentages.
• Intermediate proficiency in Excel and Word.
• Exceptional attention to detail and ability to follow instructions accurately.
• Self-starter with a strong commitment to client service.
• Ability to work...
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Beacon Pointe Advisors LLC-Newport Beach-primepay-recruit.com-
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth management...
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Jobot-Newport Beach-
the highest level of client service and satisfaction.
• Participate in business development activities, including networking, client meetings, and presentations.
Qualifications:
• Juris Doctor degree from an accredited law school.
• Admission to the Bar...
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Newport Beach-icims.com-
responsibilities will include servicing existing key clients, renewing research subscriptions, training/educating client base, and managing existing relationships with critical accounts. The ideal candidate will be able to create and implement a strategy...
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O'Hagan Meyer-Newport Beach-workable.com-
litigation, insurance coverage litigation, professional liability, and more. We pride ourselves on delivering strong legal work with excellent client service while emphasizing preventative counseling and results-oriented litigation strategies.
O’Hagan Meyer...
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Beacon Pointe Advisors LLC-Newport Beach-primepay-recruit.com-
and confidence, maintaining the highest standards of client service.
• Guidance to advisory teams and clients as to family meetings, serving as a trusted advisor in multigenerational family governance, educating and advising heirs.
• Identification of solutions...
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Newport Beach-icims.com-
2+ years of experience in customer success, financial sales/services, relationship management, or client service environment
• Ability to think strategically and develop thoughtful client outreach and risk mitigation plans
• Superior relationship...
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