Wealth Strategy & Client Services Associate (LA)
Northern Trust Corp
Northern Trust Corp is seeking a Wealth Strategist Sales Associate in Los Angeles to respond to personal financial planning inquiries and prepare materials for client meetings. The role requires 1-3 years of client servicing experience and strong organizational skills. Ideal candidates will have knowledge of personal financial products and computer applications. This position offers a comprehensive benefits package and a collaborative work culture. #J-18808-Ljbffr Northern Trust Corp
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Strategy & Client Services Associate (LA) in Los Angeles, CA vacancy
$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. Through regular interactions... ...Support the team's marketing strategy by maintaining marketing...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Los Angeles, CA3 days ago$34.32k - $90k
...Senior Registered Client Service Associate Senior Registered Client Service Associates provide exceptional... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...Wealth Advisors/teams' marketing strategy (e.g., website maintenance) Assist...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Beverly Hills, CA3 hours ago$34.32k - $90k
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and teams on a daily... ...Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance) Assist...SuggestedTemporary workWork at officeLocal area- Beacon Pointe in Los Angeles is seeking a Client Service Associate to join a dynamic team of wealth management professionals. The role involves responding to client inquiries, managing operations with a centralized team, and effectively communicating service updates to...SuggestedWork at office
$70k - $76k
A global wealth management firm in Beverly Hills, California seeks a Client Service Associate. In this full-time role, you will maintain client information, support preparation for meetings, and assist with marketing initiatives. The ideal candidate has a bachelor’s degree...SuggestedFull timeFlexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo... ...wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices...Work at officeVodia Ventures
Pasadena, CA4 days ago- Equitable Advisors in Los Angeles is seeking a wealth manager to build client relationships and develop personalized financial strategies. Ideal candidates have a bachelor's degree and relevant licenses including Life & Health, SIE, Series 7, and Series 66. They should...
- RBC Capital Markets, LLC in El Segundo, California is seeking a Registered Client Associate to serve financial advisors and clients. You will utilize your administrative skills to assist in account management, demonstrate a client-first approach, and adhere to compliance...
$100k - $120k
Senior Client Service Associate An established, nationally recognized wealth management firm providing comprehensive investment, financial planning, and retirement... ...knowledge of firm policies, procedures, and investment strategies to effectively troubleshoot and support both...Permanent employmentWork at officeLocal area$34.32k - $90k
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions... ...the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance). Assist...Temporary workPart timeWork at officeLocal area$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...$34.32k - $90k
711 MS Smith Barney, LLC in Los Angeles seeks a Client Service Associate to provide exceptional service while supporting Financial Advisors. The role requires strong interpersonal skills and the ability to assist clients with their needs effectively. The ideal candidate...Work at office$34.32k - $90k
Job DescriptionClient Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through... ...Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)Assist...Temporary workWork at officeLocal area$70k - $80k
A leading financial services firm is seeking a Client Associate in Beverly Hills, CA to provide exceptional client service and support. The role involves maintaining client information, educating clients about services, and assisting in report preparation. Candidates should...Full timeWork at office$100k - $120k
Gaynor Staffing is looking for a Senior Client Service Associate in Los Angeles, California. The successful candidate will coordinate operational processes, manage client onboarding, and serve as a key liaison between clients and internal teams. Ideal candidates should...Work at office$45k - $85k
...history and recognition for service and excellence in the... ...seeking a dynamic Registered Client Service Associate who is a motivated, detail... ...structure, policies, mission, and strategies.* Managed account platforms... ...Raymond James - and why they stay. #J-18808-Ljbffr BBF WealthWork experience placementWork at office- PowerToFly is seeking a Senior Registered Client Service Associate in Beverly Hills, California. This role involves providing exceptional service to clients and supporting Financial Advisors in enhancing client relationships and executing transactions. The ideal candidate...Work at office
$215k - $290k
...Top full-service boutique firm looking for a mid/senior level Private Client Services Associate to join their LA office! This Jobot Job is hosted by: Monica Feltz Are you a fit... ...complex domestic and international tax, wealth transfer, and succession structures for...Full timeWork at officeLocal areaJobot
Los Angeles, CA15 hours ago$265k - $320k
...Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services practice... ...attorney interested in sophisticated estate planning, wealth transfer planning, tax strategy, trust and estate administration, and advising high...Full timeTemporary workPrivate practiceWork at officeRemote workFlexible hoursDirect Counsel
Los Angeles, CA7 days ago- ...Location: Woodland Hills, CA (On-Site) Position Overview We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In this role, you will serve as a senior point of contact for clients, managing more complex service...Immediate start
SteelPeak Wealth
Los Angeles, CA1 day ago $55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members... ...Company's working structure, policies, mission, and strategies. Managed account platforms. General office practices...Work at officeRaymond James Financial Services
Beverly Hills, CA3 days ago$45k - $85k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial... ...Company's working structure, policies, mission, and strategies. Managed account platforms. General office practices...Work experience placementWork at officeRaymond James
Los Angeles, CA4 days ago$25 - $44 per hour
Merrill Wealth Management - Client Service Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... ...’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...of rich history and recognition for service and excellence in the Financial Services... ...is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ...working structure, policies, mission, and strategies. Managed account platforms. General...Work experience placementWork at office
- ...currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in the Los Angeles area. The Client Service Associate will join a highly talented team of wealth management professionals that service the investment management and...Work at office
$70k - $80k
Your role Are you truly service oriented? Do you know how to take... ...management systems up-to-date with client information educate clients... ...ll be working as part of UBS Wealth Management Americas in the... ...for them. As a Client Associate, you’ll play an important role...Full timeWork at office- ...experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed... ...other Bank products and services, particularly those of Wealth Management. Maintain a strong working knowledge of...
$55k - $65k
...market investment bank and full service broker‑dealer. With roots... ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los... ...to‑day operations of a growing wealth management practice. This role...Local area- ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing... ...a client service model Support the team's marketing strategy by maintaining marketing materials, including digital and...Work at officeLocal area
$45k - $85k
A leading financial services firm in Los Angeles is seeking a Registered Client Service Associate to join their dynamic team. This role involves providing high-quality administrative... ...offers a salary range of $45,000-$85,000 and includes various benefits. #J-18808-Ljbffr BBF Wealth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Strategy & Client Services Associate (LA). Be the first to apply!
Related searches
- client engagement associate Los Angeles, CA
- client solutions associate Los Angeles, CA
- client relationship associate Los Angeles, CA
- client services associate Los Angeles, CA
- client success associate Los Angeles, CA
- registered client associate Los Angeles, CA
- client account associate Los Angeles, CA
- member services specialist Los Angeles, CA
- information technology and services consultant Los Angeles, CA
- office service associate Los Angeles, CA