Wealth Management Client Services Associate
Hightower Advisors
Bel Air Investment Advisors, an advisory practice of Hightower, is seeking a Client Service/Advisory Associate to support the team in Los Angeles. You will coordinate service and operational functions to ensure timely and accurate servicing of clients and investments. The ideal candidate will have deep experience in a similar role within a Registered Investment Advisor or Brokerage Firm, with strong communication and organizational skills. #J-18808-Ljbffr Hightower Advisors
$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...in firm initiatives directed by local management Regularly seek opportunities to use...SuggestedTemporary workWork at officeLocal area- UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment. Ideal candidates hold Series 7/66 licenses (for CSAs),...SuggestedWork at office
$55k - $65k
A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability...Suggested$85k - $105k
...West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent opportunity to join a... ...equity and fixed income portfolios, as well as financial services including wealth management, business management, tax...SuggestedFull timeWork at officeLocal area- Morgan Stanley is seeking a Registered Client Service Associate to provide dedicated client support and partner with Financial Advisors and Private Wealth Advisors. The role involves handling client inquiries, managing account documentation, and facilitating money movements...Suggested
- ...SECURITIES, LLC in Woodland Hills, CA, is seeking a Registered Client Service Associate to be a trusted contact between high-net-worth clients... .... You will support financial analysis, cash management, and wealth strategies, maintain client records in our CRM, and ensure...
$110k - $120k
...Client Service/Advisory Associate (CSA) Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts... ...Founded in 2008, Hightower is a wealth management firm that provides...Permanent employmentWork at officeLocal areaFlexible hours- UBS in Los Angeles is seeking a Client Associate to support the Private Wealth Management desk. You will help Financial Advisors by handling day-to-day operations... ...to obtain within 180 days), 2-5 years of client service or administrative experience, and strong communication...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$70k - $80k
...Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Associate to: keep management systems up-to-date with client information educate... ...team Youll be working as part of UBS Wealth Management Americas in the Beverly Hills...Full timeWork at officeFlexible hours- ...Treasury Management Client Services Associate The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services. This role serves as a key point...Work at officeLocal areaRemote work
- Manhattan West Enterprise Company is seeking a Client Associate to join our Wealth Management team. You will provide administrative and operational support to Financial Advisors, onboard new clients, and manage day-to-day client requests from our Century City, Los Angeles...Work at office
$265k - $320k
...years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join... ...complex domestic and international tax, wealth transfer, estate planning, succession... ...matters is strongly preferredAbility to manage frequent direct client and advisor...Full time- ...Chase, we are committed to helping our clients, taking care of our employees,... ...delivering extraordinary customer service while maintaining a strong commitment... ...inclusion. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service,...
$25 - $44 per hour
...Job Overview: This role provides client service support to multiple Financial Advisors, serving as the primary point of contact for client... ...procedures to support operational excellence, protect clients, and manage risk. Identifies, deepens, and maintains client relationships...Hourly paySeasonal workWork from homeShift workDay shift- Next Frontier Capital is seeking a Private Client Investment Associate to provide client service and operational support within J.P. Morgan Wealth Management. This role focuses on facilitating operational requests and maintaining relationships with clients while ensuring...
- ...Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program... ...operational reports for Client Management to assist with the tracking and... ...and services, particularly those of Wealth Management. Maintain a strong working...
$80k
...growing and most influential independent wealth and investment management firms in the country. We are a dynamic, entrepreneurial, and client-focused firm committed to delivering... ...exceptionally detail-oriented Client Services Associate to join our growing team. This is an...Work at officeMonday to Friday$265k - $320k
...Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services... ...in sophisticated estate planning, wealth transfer planning, tax strategy,... ...~ Strong organizational and project management abilities ~ Interest in sophisticated...Full timeTemporary workPrivate practiceWork at officeRemote workFlexible hours$35.15k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... .../or other duties directed by local management Administrative Support Answering...Temporary workPart timeWork at officeLocal area- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
$55k - $65k
...investment bank and full service broker‑dealer. With... ...investment advisory and asset management services. Job... ...& Co. Inc.’s Private Client Division is currently... ...Registered Client Service Associate for their Newport... ...operations of a growing wealth management practice. This...Local area- J.P. Morgan Advisors in Los Angeles seeks a Client Associate to support Financial Advisors delivering wealth management services to ultra-high-net-worth clients. You will collaborate closely with Advisors to provide personalized solutions and build lasting relationships...
$24.38 - $26.59 per hour
People Drive Our Success GENERAL SUMMARY The Client Service Associate is responsible for partnering with AVP/VP, Client Service Manager and Relationship Managers to establish and... ...of all deposit, treasury management, wealth, and international products and services that...Full timeBank staffFlexible hours- A leading financial services firm is seeking a Client Services Associate in Los Angeles to provide exceptional client support. In this role, you'll manage client inquiries, prepare investor materials, and support marketing efforts for alternative investments. The ideal...
- ...RBC Wealth Management in Los Angeles is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients with a client-first approach while maintaining compliance and accurate account records. You will manage account inquiries, perform transfers...
$25 - $44 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Los Angeles to support financial advisors and clients. You will handle onboarding, documentation, and routine trades while upholding compliance and confidentiality in a fast-paced, collaborative...
- ...institution in Los Angeles is seeking a Private Client Investment Associate to support Advisors in providing exceptional client service. You will assist with operational tasks,... ...client relationships, and engage in risk management practices. Key qualifications include a...
- Next Frontier Capital in Los Angeles seeks a Private Client Investment Associate to support Advisors in client service and operational requests. This role requires expertise in relationship management and involves engaging in risk management. Candidates must obtain necessary...
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