3 client support specialist jobs found in Irvine, CA

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE'RE LOOKING FOR The Risk Placement Specialist supports the sales process to retain and grow the business by providing marketing support that is dependable, accurate, accessible, and driven for success.   The individual in this role partners closely with sales and service teams to promote Relation’s products and services, supporting both new client acquisition and retention. A GLIMPSE INTO YOUR DAY Supports new business strategy and revenue generation by evaluating referrals to assess...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE'RE LOOKING FOR The Risk Placement Specialist supports the sales process in an effort to retain and grow the business by providing marketing support that is dependable, accurate, accessible and motivated to succeed. They are responsible for assisting Sales Producers in renewing and writing new business by providing front end underwriting, submitting comprehensive data and information to various markets and communicating with the carriers on accounts in order to negotiate the most competitive pricing....

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Senior Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes. PRIMARY RESPONSIBILITIES: ​ Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.  Assist in developing comprehensive financial plans focused on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations.  Help with portfolio construction and monitoring, including gathering data, updating performance and...