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
$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 area$100k - $120k
...An established, nationally recognized wealth management firm providing... ...foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also... ...policies, procedures, and investment strategies to effectively troubleshoot and support...SuggestedPermanent employmentWork at officeLocal areaWork from home$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 Financial...SuggestedTemporary workWork at officeLocal area$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
$28.85 - $39.9 per hour
JPMorgan Chase is looking for a Private Client Investment Associate in Los Angeles who will provide essential client service and administrative support within Wealth Management. The role involves maintaining client relationships and assisting Advisors with operational requests...Hourly pay$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 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...- Virtus Investment Partners, Inc is seeking an Investment Advisor Associate to provide client service support to high-net-worth individuals. This role includes acting as the primary contact, managing accounts, and executing asset allocation changes. The ideal candidate has...
- 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
$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 workWork at officeLocal area$215k - $290k
...Compensation based on experience. Private Client Services Attorney/Associate $215,000 - $290,000 per year | Los... ...Services Associate to join their LA office! A bit about us: Full-service,... ...complex domestic and international tax, wealth transfer, and succession structures...Permanent employmentFull timeWork at officeLocal area$45k - $65k
...Client Service Associate Advise clients about a range of banking products (including savings products, insurance products, consumer credits,... ...Knowledge of Company's working structure, policies, mission, and strategies. General office practices, procedures, and methods....Work experience placementWork at office$110k - $120k
...management and advisory services to wealthy individuals... ..., targeting clients with $20 million or more... ...sub‑advisory investment strategies within our open architecture... ...Service/Advisory Associate (CSA) to help the team... ...2008, Hightower is a wealth management firm that provides...Permanent employmentWork at officeLocal areaFlexible hours- ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: • keep management systems up-to-date with client... ...us UBS is a leading and truly global wealth manager and the leading universal...Work at officeFlexible hours
$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 office- Bank of America in Los Angeles is looking for a motivated individual to provide client service support to Financial Advisors. This position emphasizes operational excellence and advocacy for clients while ensuring accurate and timely service. The ideal candidate will thrive...Hourly pay
- ...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
$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- ...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...
$34.32k - $90k
...Cultivate and enhance new and existing client relationships through active communication... ...current. Identify and assist with firm services and solutions that support clients’ needs... ...model. Support the team’s marketing strategy by maintaining marketing materials, including...Temporary workWork at officeLocal area- ...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
- ...Angeles is seeking a dedicated professional to enhance client relationships and assist with financial services. The ideal candidate will have experience in the... ...financial documentation, and supporting marketing strategies. Candidates should possess strong communication...
- Australia-Employment is seeking a Private Client Services Attorney/Associate in Los Angeles. This full-time in-office role requires 3-9 years of experience... ...practice offers opportunities to advise on complex tax, wealth transfer, and succession structures. Join a top-tier firm...Full timeWork at office
$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 hours- ...Private Wealth Client Associate Los Angeles, California To proceed with your application, you must... ...paths - whether shaped by military service, community college education, or a wide... ...Know your Rights ( " poster. View the LA County Fair Chance Ordinance ( . Bank...Seasonal workWork at officeWork from homeFlexible hoursShift workDay shift
$25 - $44 per hour
...Job Description This role provides client service support to multiple Financial Advisors (FAs) and supports enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business. Responsibilities Provides excellent client service...Hourly paySeasonal workWork at officeShift workDay shift$80k - $100k
...Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 Category Client & Product Services Department Client Services Type Regular Full-Time Position Summary The Client Services Associate is responsible for providing exceptional support...Full timeWork at officeRemote work$50k - $55k
...within a dynamic environment. Job Description Job Description We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this role, you will serve as a primary point of contact for clients, ensuring seamless communication...Full timeWork at office$80.1k - $128.16k
...Private Client Service Associate You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniquenessand we're committed to fostering a strong...Temporary workLocal areaFlexible hours
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