Financial Client Services Associate
Raymond James Financial, Inc.
A financial services company is seeking a Registered Client Service Associate in Los Angeles, CA. This role involves providing essential administrative support to financial advisors and clients. The ideal candidate will possess strong communication skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environment. Experience in the securities industry and CRM software is preferred, with required licenses including SIE and Series 7. #J-18808-Ljbffr Raymond James Financial, Inc.
$65.3k - $104.3k
...responsible for the day-to-day interaction with clients of the Commercial, Specialty or... ...effective combinations of products and services for their individual situation. Actively... ...takes appropriate action necessary to avoid financial loss to the Bank. May performs business...SuggestedImmediate startRemote work$25 - $44 per hour
Merrill Wealth Management - Client Service Merrill Wealth Management is a leading provider of comprehensive wealth... ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...supports the lead advisor and team (3) with account management and client service needs. As a member of an advisory team, each member works... ...from four-year college or university. Minimum one year of financial services experience. Preferred FINRA licenses Series 7 and...SuggestedWork at officeMonday to Friday
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...Suggested
$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...SuggestedWork at office- ...Site) Position Overview We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In... ...ability Preferred Experience supporting financial advisors or working directly with high-net-worth clients...Immediate start
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new...Work at office$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered...Full timeWork at office$45k - $65k
...Client Service Associate Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem... ...quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other...Work experience placementWork at office$20 - $27 per hour
...Premier Client Services Associate We are currently seeking a Premier Client Services Associate. The Client Services Associate will under supervision... ...aptitude with ability to grasp general accounting and financial concepts. Applicants must have legal authorization to...Work at office- JPMorganChase in Los Angeles is seeking a Private Client Investment Associate to provide exceptional client service and operational support to Private Client Advisors. This role involves building client relationships and facilitating operational requests, ensuring compliance...
- ...Chase, we are committed to helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...inclusion. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you...
- A leading financial 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, build client relationships, and engage in risk management practices. Key...
- Arthur J. Gallagher & Co. (AJG) in Glendale, CA is seeking a Client Associate who will support account teams in delivering exceptional service. You will learn about the employee benefits Client Service Cycle, participate in client interactions, and help maintain records...Work at office
- A respected financial services firm located in Los Angeles is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. In this role, you'll support Financial Advisors and clients by coordinating onboarding processes,...
$100k - $120k
Senior Client Service Associate An established, nationally recognized wealth management firm providing comprehensive investment, financial planning, and retirement solutions to individuals, families, foundations, and corporations is seeking a Sr. Client Service Associate...Permanent employmentWork 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...Work at office
$45k - $85k
...Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...Work experience placementWork at office$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$52k - $67k
NFP Corp is looking for a Client Services Associate to support the Relationship Manager by coordinating client service processes in Los Angeles. The ideal candidate will have excellent communication skills, experience in customer service, and proficiency in Microsoft Office...Full timeWork at office$52k - $67k
...sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families.... ...and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying...Full timeWork at office$34.32k - $90k
Registered 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 with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$55k - $65k
...market investment bank and full service broker‑dealer. With roots... ...broad range of activities in the financial services industry, including... ...& Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los...Local area$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...Full timeFlexible hours- Bachelors Degree and Min 2 years + experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal...
$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... ...and families meet their financial goals through financial advisors... ...for them. As a Client Associate, you’ll play an important role...Full timeWork at office$33.28k - $85k
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 with clients, individuals in this role build trusted relationships. Leading...Temporary workWork at officeLocal area- AscendHire is seeking candidates for a client service position located in Los Angeles, California. The role involves assisting financial advisors by providing day-to-day operational support for Investment Advisory Program accounts and brokerage accounts. Qualified candidates...
$100k - $120k
Gaynor Staffing is looking for a Senior Client Service Associate in Los Angeles, California. The successful candidate will coordinate operational... ...Ideal candidates should have 5+ years of experience in a financial services role, excellent communication skills, and...Work at office- ...qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in the Los Angeles area. The Client Service Associate... ...professionals that service the investment management and financial planning needs of high-net-worth individuals, families and...Work at office
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