Financial Service Specialist jobs in Newport Beach, CA

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Client Service Specialist - Wealth Management - Experienced
Pence Wealth Management - Newport Beach, CA 92660
$40,000 - $45,000 a year
Client Service Specialist for Wealth Management Firm*. Financial Management Industry:. Minimum of three years of experience in the financial services industry....
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Wealth Management Relationship Manager - Irvine, CA
Five or more years of customer service experience in the Financial Services industry. Delivering customized service to clients seeking a personalized high-touch...
Loss Mitigation Specialist (Loan Processing)
Provide excellent & considerate customer service. Commitment to excellent customer service with ability to handle tough calls as needed....
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Financial Advisor Development Program

Bank of America - 17,272 reviews - Newport Beach, CA 92660  +6 locations
Chartered Financial Analyst (CFA). Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with a...

Emergency Roadside Specialist

AAA - 1,077 reviews - Long Beach, CA 90899
$15.05 an hour
As an Emergency Roadside Specialist you are bringing your expertise to a best-in-class organization that is passionate about delivering legendary service to our...

Financial Solutions Advisor

Bank of America - 17,272 reviews - Newport Beach, CA 92663  +5 locations
Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions....

Lending Specialist Floater

Farmes and Merchants Bank - Newport Beach, CA
$15 - $20 an hour
Customer Service Skills. The Lending Specialist provides prompt quality customer service along with support to other branch lending personnel....
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Client Services Specialist

Peloton Global Services - 2 reviews - Newport Beach, CA 92660
$45,000 - $55,000 a year
Our Client Services Specialist will focus on supporting our Internal Wholesalers by servicing our Financial Advisors by running illustrations and building...
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Claims Service Specialist

Arthur J. Gallagher & Co - 342 reviews - Huntington Beach, CA
Gallagher Risk Management Services, Inc. We deliver a full range of insurance and risk management products and services, including traditional and loss...

Financial Solutions Advisor- South Orange County Areas

Bank of America - 17,272 reviews - Newport Coast, CA 92657  +18 locations
Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions....

Sourcing Specialist II- MRO

Disney Parks & Resorts - 4,017 reviews - Anaheim, CA
Superior financial and/or operational modeling and analytical skills. Understand and assist in the development and execution of supplier performance and...

Wealth Manager I Fiduciary Specialist - Newport Beach / Los...

BNY Mellon - 2,413 reviews - Newport Beach, CA
Every day our employees make their mark by helping clients better manage and service their financial assets around the world....

Administrative Specialist

City of Lake Forest, CA - Lake Forest, CA
$4,352 - $5,657 a month
Customer service and public relations methods and techniques. Participate in the preparation of a variety of administrative and financial reports;...
Customer Service Specialist (one year of customer service ex...
Morley Companies, Inc. - 180 reviews - Fountain Valley, CA 92708
Requirements for the Customer Service Specialist job:. Benefits of working at Morley as a Customer Service Specialist:....
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Debt Specialist
Settle It - Orange, CA
Selling debt resolution services. In this role, you will identify our clients’ financial needs and provide one of our key services to resolve their challenges...

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