Wealth Management Client Associate
$70k - $110kJobot
Jobot is seeking a Client Associate for a top wealth management firm in Pasadena, CA. The role supports families with high-touch, client-centric wealth solutions and requires a Bachelor’s Degree and a plan to attain the Series 65 license. You’ll work with teams across the firm to deliver thoughtful service and trusted guidance. Salary ranges from $70,000 to $110,000 per year and reflects the commitment to quality, integrity, and durable client relationships. #J-18808-Ljbffr Jobot
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate in Pasadena, CA vacancy
$25 - $44 per hour
...stated in the posting About this job Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- ...Jobot is seeking a Client Associate for a top wealth management firm in Los Angeles. You will support financial advisors, manage client onboarding, and help deliver high‑touch service to families. A Bachelor’s degree is required and a Series 65 is expected or pursued....Suggested
Jobot
Los Angeles, CA1 day ago - ...J.P. Morgan Advisors in Los Angeles, CA is seeking a Client Associate to deliver personalized wealth management support to ultra-high net worth clients. You will work closely with Financial Advisors to provide tailored solutions and build lasting client relationships...Suggested
Testing Site - JPMC
Los Angeles, CA1 day ago $25 - $45 per hour
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$35.12k - $90k
POSITION SUMMARYSenior Registered Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT:Answering inbound...Temporary workWork at officeLocal areaWork visa$70k - $110k
Client Associate - Top Wealth Management Firm Salary: $70,000 - $110,000 per year A bit about us We operate with a deeply client-centric philosophy, delivering comprehensive, high-touch solutions designed to support families holistically. We aim to set a new standard...Local area- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
$35.15k - $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... ...other duties directed by local management ADMINISTRATIVE SUPPORT...Full timeTemporary workWork at officeLocal areaWork visa$57.78k - $80k
Job Description The Client Relationship Associate plays a critical role in supporting the daily operations... ...advisors and clients while helping manage administrative, operational, and relationship... ...Financial services, banking, wealth management, or client service experience...For contractorsWork experience placementWork at office$65k - $85k
...share an example of how you deliver exceptional client service. We’re looking for a Client Associate to: Keep management systems up to date with accurate and complete... ...initiatives The team You’ll be working in the Private Wealth Management desk in Los Angeles. Our team...Full timeWork at officeFlexible hours- JPMorganChase in Los Angeles seeks a Client Associate within the JPMorgan Advisors team. You will support Financial Advisors and clients, delivering personalized wealth management solutions and building lasting client relationships. You will work with Advisors across planning...
- Job Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity...Local area
$75k - $110k
...Newport Beach-based investment management firm with over $1 billion in assets... ...for delivering exceptional client outcomes. Job Description The Client Service Associate collaborates with Relationship... ...Qualifications 1-3 years of experience in wealth management Excellent verbal and...Full timeJanuary startWork at office- UBS is seeking a Client Associate in Los Angeles to support the Private Wealth Management team by maintaining client records, educating clients on account services, and preparing materials for meetings. You will handle documentation for new accounts, provide day-to-day...
- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships with clients, handling routine inquiries, and processing...
- Morgan Stanley in the United States seeks a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing money movements, and maintaining accurate account information. The role requires exceptional...
- Bank of America Corporation's Merrill Wealth Management team seeks a Servicing/Support role focused on client service for Financial Advisors. You’ll act as the primary contact, delivering tailored banking solutions and ensuring timely client materials and requests are addressed...Work at officeFlexible hours
$55k - $65k
Connecting Creative Minds, Arts & Creative Opportunities and Jobs Rago/Wright is looking for a Client Management Associate to join our collaborative team to provide comprehensive administrative support to specialists and serve as the first point of contact in our LA Modern...Work at office$60k - $70k
...integrates people, platforms, and stories that stick to help clients build lasting influence. The company offers programs that... ...helping all staff develop and grow. ABOUT THE ROLE The Client Management Associate will play an essential role on Orchestra’s Client Management...Immediate startRemote workShift work$50k - $80k
...Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral... ...of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors...Full timeFlexible hours$30.77 - $45.67 per hour
...About this role: Wells Fargo is seeking a 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 Financial Advisor...Ongoing contractFull timeWork experience placementWork at officeImmediate startWells Fargo
Los Angeles, CA3 days ago$85k - $105k
...Description Job Description Description: Manhattan West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides...Full timeWork at officeLocal area- ...Jobot seeks a Sr. Estate Planning Attorney in Los Angeles to lead sophisticated private client matters and mentor junior attorneys. You will manage complex wealth-transfer projects, collaborate with tax and business teams, and actively engage in client relationships...
- .... We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime... ...Correspondent Services Division has an immediate need for a Client Service Associate. This position will be responsible for opening accounts...Full timeWork at officeImmediate start
- H&R Block, Inc. in Glendale, AZ is seeking a seasonal Client Service Professional / Receptionist to welcome clients, manage scheduling, and support daily office operations alongside tax professionals. This in-person role requires strong communication, multitasking, confidentiality...Seasonal workWork at officeWeekend workAfternoon shift
$20 - $30 per hour
...build sustainable businesses and expand our associates’ potential for career advancement.... ...West Bank is currently seeking Private Client Associate who will be responsible for supporting... ...wire transfer, safe deposit box management, merchanVvault and ATM processing; foreign...Flexible hours- A client services firm in Los Angeles seeks a Client Services Associate to enhance client relationships and ensure positive experiences. In this role, you'll manage accounts, support client requests, and collaborate with teams for service delivery. Ideal candidates have...
$20 - $27 per hour
...Premier Client Services Manager We are currently seeking a Premier Client Services Manager. The Premier Client Services Manager will under... ...training with three years of customer service experience. Or Associate's degree in related field with two years of customer...Work at office- ...(k) Overview We are seeking a Senior Client Service Associate to provide high-touch operational and... ...related activities, and seamless account management. What You’ll Do Coordinate service... ...role within investment management, wealth management, or a broker-dealer environment...Work at office
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