Global Client Portfolio Associate
Dimensional Fund Advisors
Dimensional Fund Advisors seeks a qualified professional for the Global Client Group (GCG) to manage complex portfolio analyses, support advisor clients, and deliver investment education. The role partners with Sales & Client Service teams to grow business and retain clients across the enterprise channel. Travel may be required. Hybrid schedule with in-office presence on select days, plus remote work options. #J-18808-Ljbffr Dimensional Fund Advisors
$34.32k - $90k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) teams on a daily basis.... ...talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds...SuggestedTemporary workPart timeWork at officeLocal areaFlexible hours- ...and engaging confidently with clients? If so, the Commercial Term... ...multifamily lender as a Client Associate on our multifamily lending... ...maintain and grow their real estate portfolio Analyze commercial... ...diverse talents they bring to our global workforce are directly linked...SuggestedWork at office
$80.1k - $128.16k
## Private Client Services GIC AssociateApplylocations: Los Angelestime... ...and a stronger community of associates united by our mission. At... ...GIC Associate.”**As a Global Investment Control (GIC) - Private... ...financial services, securities, or portfolio management and are eager to...SuggestedTemporary workLocal areaFlexible hours- ...an example of how you deliver exceptional client service. 2-How do you ensure accuracy... ...We're looking for a Registered Client Associate to: Keep management systems up to date... ...About us UBS is a leading and truly global wealth manager and the leading universal...SuggestedWork at officeFlexible hours
$49.5k - $77k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting,...SuggestedFull timeFlexible hours$49.5k - $77k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and...Full timeFlexible hours- Investment Research & Client Relations Associate Dohmen Capital Research is an investment research firm... ...allowing clients to manage their own portfolio with Dohmen's professional guidance... ...them to forecast the major turns in the global investment markets. The firm is not...
$90k
...insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+... ...and results seamlessly and quickly. The Survey Associate position is a key enabler in the development...Flexible hours- ...About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive... ...You’ll Do Serve as the primary point of contact for a portfolio of clients or customers Build and maintain strong relationships...Full time
$34.32k - $90k
...Job Description Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor... .... Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds...Temporary workWork at officeLocal area$35.15k - $90k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) teams on a daily basis.... ...talents. Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds...Temporary workWork at officeLocal area$100k - $120k
...families, foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support institutional... ...~ Capacity to develop a working understanding of client portfolios and accounts. ~ Ability to work independently and collaboratively...Permanent employmentWork at officeLocal areaWork from home- Morgan Stanley in Los Angeles seeks a Business Development Associate to support Financial Advisors and teams, delivering exceptional client experiences and assisting with digital marketing, portfolio tools, and financial planning. The role emphasizes building trusted relationships...
- Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions... ...human insights and unique investor‑led content into a global expert network, serving over 1,000 investment firms and offering...Full timeWorldwideFlexible hours
- A leading financial services firm is seeking a Client Associate to join their multifamily lending sales team in Santa Monica, CA. The ideal candidate will have at least 2 years of experience in commercial real estate and a strong understanding of financial concepts. Responsibilities...
$135k - $165k
Norton Rose Fulbright is seeking an experienced Compliance Lawyer who will manage potential conflicts of interest within a global law firm. This role allows for remote work from several states, including California. The incumbent will advise partners and collaborate with...Remote job- Capital Group in Los Angeles is seeking a Global Investment Control (GIC) - Private Client Services Associate to administer Mutual Fund, ETF, and SMA activities, support client transactions, ensure compliance and contribute to operational improvements. You will collaborate...
$34.62 - $52.4 per hour
...About this role: Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com ( . In this role you will: Assist...Ongoing contractWork experience placementWork at officeImmediate start$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$65k - $75k
...Responsibilities Keep management systems up to date with accurate client information. Educate clients on account services and... ...Qualifications Series 7 and 66 licenses required (Registered Client Associate). Must obtain required FINRA registrations within 180 days of hire...Full timeWork at office$25 - $44 per hour
...Job Description Provides client service support to multiple Financial Advisors (FA). Supports enterprise strategic objectives, operational excellence goals, and client advocacy while customizing solutions based on the FA’s specific needs. Serves as the most frequent point...Hourly paySeasonal workWork at officeShift workDay shift- ...Job Overview A law firm seeks a Private Client Associate to join its Los Angeles, California office. The ideal candidate will bring expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. Responsibilities Draft...Work at office
$90k - $110k
...AltsWire is looking for an Associate for the Institutional Client Group, based in Los Angeles, CA. This role supports the APAC institutional sales team, building relationships and contributing to fundraising initiatives. Ideal candidates should have a degree and fluency...- ...The Client Engagement Associate serves as a liaison and ambassador between the clinical laboratory and its clients, including physician offices, hospitals, clinics, and healthcare partners. This role strengthens client relationships, supports service satisfaction, troubleshoots...Full timeInternshipWork at office
- ...Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity...
$173k
A global leader in alternative legal services is seeking a Litigation Attorney in Los Angeles to manage complex litigation matters and develop litigation strategies. Candidates should have 5-10+ years of experience in commercial and consumer litigation, a strong background...Remote jobFull time$95k - $100k
...of business & legal affairs responsibilities in supporting the Global Products and Experiences and Corporate Legal groups. Responsibilities... ...production and distribution businesses, a world-class portfolio of valuable brands and franchises, a talent management and production...Work at office- ...to join its high-impact team. The role focuses on complex defense cases, advising Fortune 500 clients, and contributing to a firm known for litigation excellence and global reach. With a track record dating back to the 1930s, the firm offers a clear growth track, mentorship...
- BCG Attorney Search is seeking a junior to mid-level associate attorney to join their Global Franchise and Distribution practice in Los Angeles, CA. This position involves managing all aspects of franchising and distribution, including disputes, transactions, and regulatory...
$110k - $120k
...Senior Client Service/Advisory Associate (CSA) Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and... ...analysts, investment advisors, research professionals, portfolio managers, fixed income and equity traders, and administrative...Work at officeLocal areaFlexible hours
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