Hybrid Private Wealth Admin: Client Services & Events
AllianceBernstein L.P.
AllianceBernstein L.P. in Los Angeles, CA, is seeking an Administrative Assistant to partner with Wealth Advisors and Management in the Private Wealth Management Platform. You’ll support client service, meeting prep, calendar management, and travel coordination to help advisors serve a broad client base. The role emphasizes exceptional communication, organizational skills, and the ability to handle confidential information. #J-18808-Ljbffr AllianceBernstein L.P.
- Capital Group is seeking a Private Wealth Advisor to cultivate and grow a client book within Capital Group Private Client Services. You will deliver investment results, comprehensive wealth planning, and outstanding client experiences while meeting with clients, prospects...Private
- 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...Private
$76k - $88k
...Bernstein Private Wealth Associates Bernstein Private Wealth Management is a premier investment... ...-net-worth and ultra-high-net-worth clients. As an industry leader, we put people... ...Bernstein Private Wealth Associates are client service professionals who exhibit drive,...PrivateFlexible hours$34.32k - $90k
...Job Description 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... ...platforms, and planning client events and seminars Actively engage in...PrivateFull timeTemporary workWork at officeLocal area$265k - $320k
...Direct Counsel is seeking a Private Client Services Associate to join a premier... ...estate planning, wealth transfer planning, tax strategy... ...with pre- and post-liquidity event planning for business owners... ...office position Remote and hybrid arrangements are not available...PrivateFull timeTemporary workPrivate practiceWork at officeRemote workFlexible hours- Castlewatch Wealth seeks a qualified Client Relationship Manager in Glendale, CA, to support advisors and... ...involves preparing for meetings, handling service requests, processing applications,... ...in-office role for six months, then hybrid with potential remote days. #J-18808...Work at officeRemote work
- ...has: Have the availability to work in a hybrid setting for 24 hours over 3 business... ...leadership, and analytical skills About our Private Client Services (PCS) Team The EisnerAmper Private... ...Business Services, and Personal Wealth Advisory services. About EisnerAmper:...PrivateTemporary workInternshipLive inWork at officeLocal areaMonday to Friday2 days per week3 days per week
- DRUM Associates is seeking a Private Wealth Associate to join our Los Angeles team. You will work... ...high-net-worth and ultra-high-net-worth clients while gaining exposure to wealth planning, portfolio analysis, and client service. You will participate in client meetings...Private
$98.35k - $115.7k
...excel at—all from Day One.Job DescriptionThe PWM Associate Client Services Team Leader / Manager is responsible for leading a team of PWM Associates who support Wealth clients and Wealth Advisors across Private Wealth Management. This leader is accountable for driving operational...PrivateFull timeLocal area$120k - $300k
...Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an... ..., as well as financial services including wealth management... ...developing and managing new client relationships. The Wealth... ...Position can be on-site, hybrid, or remote Reports to the...PrivateFull timeLocal areaRemote work- EisnerAmper is seeking a PCS Intern in Los Angeles to join the Private Client Services team. You will learn to prepare financial statements and... .... This winter program starts in January 2027 and requires hybrid work and in-office presence. The role supports ongoing CPA...InternshipWork at office
- Harrison Gray Search has been retained by one of the world’s premier Private Wealth Management firms to find a Private Wealth Associate for their elite client service team. This is more than a traditional support role. As a Private Wealth Associate , you will serve as...Private
$85.1k - $161.7k
...provider of professional services to the middle market... ...change, empowering our clients and people to realize their... ...M&A transactions and private / public financings.... ...modeling Equity, Debt, and hybrid instruments as they... ...strategic finance related event Proficiency and...PrivateFull timeWork experience placementInternshipLocal area$225k - $298.3k
...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...executives through our Executive Wealth Services team. Key... ...access to the full array of Private Bank and Bank of America capabilities...PrivateWork at officeWork from homeFlexible hoursShift workDay shift- Smith+Nephew is seeking an Account Manager, Biologics in a hybrid role to drive regional sales for wound care products across hospitals, clinics and private offices. You will educate clinicians on product benefits and present solutions to diverse stakeholders, while building...Private
$1,500 - $2,200 per month
...Assistant (Part-Time, Hybrid) — Creative Entrepreneur... ...evenings or weekends around events. Compensation: $1,5... ...travel, restaurants, services, and reservations... ...Event planning and prep (private events, gatherings, social... ...and general admin support across both business...PrivatePart timeRemote workFlexible hoursAfternoon shift- JPMorganChase in Los Angeles is seeking a Community Private Client Advisor to deliver comprehensive financial planning and investment advice... ...needs beyond investments, with a focus on growing a trusted advisory business in Wealth Management. #J-18808-Ljbffr JPMorganChasePrivateLocal area
$17 - $21 per hour
...0,000 shows and present more than 22,000 events around the world. We are committed to innovation... ...giving the world reason to cheer! GUEST SERVICES STAFF Summary Guest Services Staff will... ...for event entrance (21+, VIP Access, Private Event Access). Greet guests and resolve...PrivatePart timeWork experience placementLocal areaNight shiftWeekend work- AllianceBernstein invites rising graduates to join Bernstein Private Wealth Management for a Summer Internship focused on client service and relationship building. You will work with Financial Advisors to support portfolio analysis, client meetings, and account maintenance...PrivateSummer workInternshipSummer internship
- .... EisnerAmper is seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with... ...in terms of office location, asEisnerAmperfollows a hybrid working model and has offices available in thelisted locationsbelow...PrivateTemporary workPrivate practiceWork at officeLocal area
- Citibank (Switzerland) AG in Beverly Hills is seeking a seasoned Private Banker Support professional to optimize onboarding, KYC, and... ...product partners, ensuring accurate documentation and strong client service. The role emphasizes risk awareness, adherence to regulations...Private
$101k - $203k
...leading provider of professional services to the middle market globally... ...of change, empowering our clients and people to realize their... ...valuation, investment banking, private equity, venture capital, or... ...Experience modeling equity, debt, and hybrid instruments in support of...PrivateFull timeWork experience placementInternshipLocal area- ...Benefits include a salary range of $100k-$125k, bonuses, and a hybrid work environment. Ideal candidates are CPA holders with strong analytical and communication skills, eager to support private equity clients and improve financial processes. #J-18808-Ljbffr Palm Tree...
$34.32k - $90k
Registered Client Service Associate Registered Client Service Associates provide exceptional... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...including coordinating meetings or events with logistics such as material prep (...PrivateTemporary workWork at officeLocal area- ...Consumer and Community Banking in Los Angeles. This role focuses on developing and maintaining high-net-worth client relationships through exceptional service and tailored advice. The ideal candidate will have at least five years of experience in financial services, a...Private
- ...apply! Job Summary The Catering & Private Events Manager is responsible for generating,... ...as the primary point of contact for clients from initial inquiry through event completion... ...knowledge of: All hotel features/services, hours of operation, policies, and...PrivateWork at officeLocal areaAll shiftsFlexible hoursWeekend workAfternoon shiftWeekday work
$121.9k - $262.1k
...Third Bank. GENERAL FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily focused on growing AUM through... ...business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract...PrivateBank staff$100k
...live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term... ...and learn new ones“I can succeed as a Private Wealth Advisor at Capital Group.”As a Private Wealth Advisor on our Private Client Services team, you will work directly with clients...PrivateTemporary workLocal areaFlexible hours$70k - $200k
...Citi Global Wealth brings together the full power of Citi to serve... ...entire continuum of wealth clients. The unified business supports... ...family offices through Citi Private Bank, operates in the affluent... ...proactive, successful sales and service role in the financial...PrivateFull timeWork at office$94k - $141k
## Client Service OfficerApply: Hybrid: Beverly Hills California United States: Los Angeles California United States: Full time: Posted... ...the individual. **Responsibilities:*** Deliver wealth management services to Citi Private Bank clients with guidance from the Banker...Full timeWork at office
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