Client-Focused Financial Services Rep — Hybrid
$52.8kCharles Schwab
Charles Schwab's service team educates clients on investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with clients on inbound calls, own issues, and strive for the best solution while pursuing licensing through the Schwab Service Academy. Starting pay begins at $52,800 during training, with a 10% annual bonus opportunity and a potential total compensation of $60,280 in your first year after licensing and performance-based pay increases. #J-18808-Ljbffr Charles Schwab
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client-Focused Financial Services Rep — Hybrid in Glendale, CA vacancy
- ...Enhancement Group in Los Angeles is seeking an Associate Financial Planner to support Financial Advisors by... ...financial plans and analyses, guiding clients toward their long-term goals in a collaborative team. Hybrid schedule; base salary range $70,000-$80,000, exclusive...Suggested
- ...to manage a select group of high-net-worth clients. The role focuses on tailored wealth management, investment strategies... ..., with expertise in portfolio management, financial planning, and strong client relationship development. Hybrid flexibility after 6 months in office. #J-1...SuggestedWork at office
- ...Los Angeles is seeking an Associate Wealth Advisor to support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while delivering customized financial planning support. The role provides real client experience through Schwab's Wealth...Suggested
$125k - $150k
Cerity Partners LLC is seeking a Wealth Advisor in Los Angeles to manage client relationships and develop personalized wealth planning strategies. This full-time hybrid role requires a Bachelor’s degree and a minimum of 5 years' industry experience. You will lead client...SuggestedFull timeFlexible hours- ...wealth management professional to develop personalized financial strategies and engage clients through networking and portfolio management. You will learn... ...) and join comprehensive training to build a client-focused practice with mentorship and growth opportunities, all...SuggestedWork at office
- ...Banker to represent the brand with hospitality while advising clients on banking solutions. You will acquire, manage, and retain... ...relationships, guiding them to Chase digital tools and tailored financial services. This role requires a sales mindset, excellent communication...Weekend work
$25 - $30 per hour
A financial services firm is seeking a New Accounts Specialist in Los Angeles to manage account openings and client interactions. The ideal candidate has 2-3 years of experience in account... ...hr for a contract of 5 months, with a hybrid work model. #J-18808-Ljbffr MindlanceContract work- ...consulting firm is seeking an experienced Health Actuary Leader to join our Actuarial and Financial Consulting teams. This hybrid role requires managing client projects focused on health benefits strategies, leading financial evaluations, and collaborating with clients...
- .... in Downtown Los Angeles is seeking a Sr. Financial Analyst to join the corporate Finance Team on a hybrid schedule. The role focuses on pricing strategies, budgeting, and forecasting, collaborating with attorneys and clients to manage expectations. The candidate will...Temporary work
- Atlas Financial Solutions in Los Angeles, CA is seeking a Financial Services Advisor to help clients assess goals and provide guidance on retirement planning, insurance, and wealth... ...build long-term client relationships in a hybrid/remote setup. Full-time or part-time...Remote jobFull timePart time
- ...seeking a motivated Loan Officer to help clients navigate the loan process, assess... ...recommend suitable loan products based on financial data. You will collaborate with underwriters... ...loans while delivering excellent customer service. #J-18808-Ljbffr West Capital Lending
$64.5k - $75k
...Client Relationship Specialist The Client Relationship... ...a variety of client's financial transactions, ensuring... ...deliver high-quality service and maintain regulatory... ...Preferred Attributes Client-focused mindset with a... ...Mizuho has in place a hybrid working program, with varying...Work at officeLocal areaRemote workWorldwide- ...hiring a Teller in Los Angeles, California. This entry-level role supports branch activities, delivering client-facing services and processing transactions with a focus on accuracy and efficiency. You will handle cash, identify referral opportunities, and educate clients...Full timePart time
Citigroup Inc
Los Angeles, CA9 hours ago - TwinThread is seeking a Private Client Advisor in Los Angeles, California. This role focuses on offering comprehensive financial planning and investment solutions to a diverse range of clients, ensuring an exceptional investor experience. The successful candidate will...
- JPMorgan Chase & Co. is hiring a Private Client Advisor in Los Angeles, CA, to deliver comprehensive financial planning and advice to individuals and... ...and a commitment to exceptional customer service, making it essential to focus on relationship management and client needs...
- ...a first-class experience to clients within J.P. Morgan’s U.S. Private... ...knowledge of investments, financial planning, credit and banking... ...Private Banking or Financial Services Bachelor’s Degree required... ...wealth or finances to better define, focus and realize their goals.Temporary workWork experience placementLocal area
JPMorgan Chase & Co.
Los Angeles, CA3 days ago - ...Banker to support the SAFE Act, assisting with sales, products, and service activities in coordination with the customer service team. The... ...loyalty while helping increase sales to individual consumer clients. The position involves handling small business product cross-...
$28 - $32 per hour
...Healthcare Our family of services comprises three... ...serving over 300 residential clients daily located across five... ...compassionate Patient Financial Services Representative... ...office setting with a focus on financial services or... ...! Ability to work hybrid 2/3 schedule (2x per week...Hourly payContract workFor contractorsFor subcontractorWork at officeLocal areaRemote work2 days per week- DLA Piper seeks a Client Accounts Administrator to manage top-tier billing portfolios across US... ...submissions. The role collaborates with Legal Support Services and Accounting for streamlined client services. The position offers a hybrid work arrangement across multiple offices,...
$23.19 - $28.35 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...from Day One. Job Description Client Relationship Consultants build... ...available deposit and loan products and services, and recommending solutions based on each...Temporary workLocal area$20.34 - $24.86 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping... ...we serve to make better and smarter financial decisions and enabling the communities we... ...available deposit and loan products and services, and recommending solutions based on each...$20 - $22.6 per hour
Join to apply for the Client Relationship Consultant 1 (Banker) - Topanga Canyon Vallarta... ...we serve to make better and smarter financial decisions and enabling the communities we... ...available deposit and loan products and services, and recommending solutions based on each...Temporary workPart timeLocal area$95k - $130k
...About the role As a Senior Financial Analyst - Client & Matter Management, you will be responsible for... ...with previous experience in a customer-focused position Note: This role may be eligible... ...working schedule that allows for a hybrid arrangement. Compensation $95,000-$130...Flexible hoursConsultative Search Group
Los Angeles, CA2 days ago- ...Our client is seeking a Financial Analyst to join their Los Angeles office. In this... ...management. This position is hybrid. Expected starting base... ...providing pricing advisory services and analytical support during... ...a strong customer service focus. Possess the ability to...Work at office
Century Group
Los Angeles, CA9 hours ago - A leading financial services firm is seeking an FP&A Analyst to enhance financial reporting, analyze performance, and support strategic initiatives. This hybrid role offers remote Fridays and requires preparing monthly financial reports and conducting price assessments...Remote job
- ...Financial Consultant – Mortgage & Banking Professionals... ...Los Angeles | Remote & Hybrid Flexibility | Training Provided Help Clients Beyond the Loan Process... ...rewarding career in financial services. If you enjoy helping... ...to develop strategies focused on: Retirement...Full timePart timeFor contractorsBank staffRemote workFlexible hours
Atlasfinancialsolutions Co
Los Angeles, CA2 days ago $85.1k - $161.7k
...leading provider of professional services to the middle market globally... ...of change, empowering our clients and people to realize their... ...clients on strategic planning, financial planning and analysis (FP&A),... ...modeling Equity, Debt, and hybrid instruments as they relate to...Full timeWork experience placementInternshipLocal area$95k - $130k
A leading financial services firm in Los Angeles seeks a Senior Financial Analyst to facilitate project management support and analytical tasks. The ideal candidate will have a Bachelor's degree and at least four years of relevant experience in finance or accounting. Responsibilities...Flexible hours- ...on trust, personalized service, and Schwab’s disciplined... ...and retaining virtual client relationships while... ...helping deliver customized financial planning support and... ...a lasting impact. Our Hybrid Work and Flexibility approach... ...culture, and focus on your development means...Work at office
Charles Schwab
Los Angeles, CA4 days ago - Husch Blackwell LLP in Los Angeles is seeking a Commercial Litigation Legal Assistant to join as a Client Delivery Specialist. This hybrid role supports designated attorneys, manages workflows, and coordinates cross-functional teams to ensure efficient matter progression...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Financial Services Rep — Hybrid. Be the first to apply!
Related searches
- online customer service assistant Glendale, CA
- customer service rep part time Glendale, CA
- customer support representative Glendale, CA
- client engagement specialist Glendale, CA
- spanish customer service representative Glendale, CA
- customer service account specialist Glendale, CA
- customer sales representative Glendale, CA
- benefits customer care representative Glendale, CA
- client service consultant Glendale, CA
- customer experience agent Glendale, CA