Senior Wealth Client Service Advisor
Virtus Investment Partners, Inc
A well-respected wealth management firm in Los Angeles is seeking a Senior Investment Adviser Associate to provide exceptional service to affluent clients. This role involves serving as the primary contact for clients, managing account openings, and ensuring comprehensive daily client service. The ideal candidate should have a Bachelor's degree and at least 5 years of client service experience in the investment management sector. This position offers competitive pay and benefits including medical insurance and a hybrid work model. #J-18808-Ljbffr Virtus Investment Partners, Inc
$100k - $275k
...institution seeks an experienced professional for a position focused on client management and business development. The candidate will lead... .... Minimum requirements include 12+ years in financial services experience, relevant licenses or willingness to obtain them, and...Senior- We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net... ...trust administration, fiduciary services, tax coordination, and investment performance... ...departments to provide holistic wealth management solutions tailored to clients...Senior
$95k - $130k
A wealth management firm located in Los Angeles is seeking a motivated Senior Associate to enhance client relationships. Responsibilities include operational support, preparing reports, and participating in client meetings. Requires a Bachelor's degree, 2+ years of experience...Senior$71.87k - $114.8k
City National Bank is looking for an Account Officer Senior in Los Angeles, responsible for daily client interactions in Commercial Banking. You will be the... ...should have at least 4 years of experience in client service and familiarity with banking products. The position...Senior$71.87k - $114.8k
City National Bank is seeking an Account Officer Senior to facilitate client interactions with proactive operational support. The role requires... ...of four years’ experience in banking operations and client service, engaging with clients on various banking products. The position...Senior$120k - $130k
...highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a... ...work closely with a team of senior wealth management professionals in delivering... ...will be actively involved in client servicing, financial analysis, presentation...SeniorFull timeWork at officeLocal area- DOLCE&GABBANA in Los Angeles is looking for a Senior Client Advisor to drive store performance through exceptional sales results and elevated... ...leading by example on the sales floor, offering outstanding service, and cultivating client relationships. The ideal candidate should...Senior
- A.P.C. is seeking a Senior Client Advisor for their Los Angeles store. The role involves leading client service and store operations while achieving sales goals. Responsibilities include delivering exceptional customer experiences, building relationships with clients, and...Senior
- Senior Client Advisor - Los Angeles Beverly Center Dolce & Gabbana represents excellence rooted in its “Made in Italy” heritage. Every creation... .... Deliver outstanding and elevated client and after-sale service to all visitors and clients. Show passion in connecting and...Senior
- ...collection of clothing and accessories for men and women, which embodies an effortless cool. As a Senior Client Advisor, you are a natural leader who takes ownership in all client service and store operations areas. You are eager to learn and maintain personal knowledge of your...SeniorWeekend workDay shiftAfternoon shift
$95k - $140k
Senior Associate, Global Client Group (Independent Advisor Group) page is loaded## Senior Associate, Global Client Group (Independent Advisor Group)locations:... ...Regional Directors in business development and client services activities for our financial advisor clients...SeniorWork at officeRemote workMonday to Friday$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in Los Angeles, California. This seasoned professional will build relationships with the affluent and High Net Worth segment, addressing complex financial needs and providing tailored solutions...SeniorFull time- A leading financial services firm in Los Angeles seeks a Private Client Relationship Manager to develop and maintain high-net-worth client relationships. The role requires a minimum of five years of experience in financial services and a strong ability to drive sales growth...Senior
- ...advisory firm in California is searching for a Wealth Manager to develop and implement customized financial strategies for clients. The successful candidate will take the lead... ...should have at least 7 years of financial services experience and a relevant Bachelor's degree....Senior
$100k - $120k
Gaynor Staffing is looking for a Senior Client Service Associate in Los Angeles, California. The successful candidate will coordinate operational processes, manage client onboarding, and serve as a key liaison between clients and internal teams. Ideal candidates should...SeniorWork at office$56k - $132k
...NFP Corp is seeking a Senior Account Executive to interact with clients and manage high net worth personal insurance accounts. Responsibilities include negotiating with carriers and maintaining client relationships. The ideal candidate should have more than 8 years of...SeniorRemote work- A boutique wealth management firm located in Los Angeles seeks a dedicated client service representative. The ideal candidate will ensure every client receives exceptional service, while also performing various administrative tasks to support the efficiency of operations...
$29 - $33 per hour
Gruppe Louis Vuitton is seeking an Expert Client Advisor specializing in Women’s Ready-to-Wear for our Beverly Hills store. The role centers on providing exceptional client experiences and requires strong interpersonal skills, storytelling ability, and sales leadership...SeniorHourly pay- A leading law firm is seeking a Senior Client Delivery Specialist to serve as a strategic operational partner for Client Relationship Managers... ..., and billing matters while ensuring seamless client service delivery. Candidates should have a Bachelor's degree and over...Senior
- The Senior Client Advisor role at brobstongroup.com in Santa Monica involves achieving sales targets and enhancing client development while maintaining brand service standards. The position sets the standard for customer service and oversees operations and staff in the...Senior
$18 per hour
...JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR BRENTWOOD, CA LOCATION OBJECTIVE OF THE POSITION The Senior... ...sales. They will set the example in areas of customer service excellence, adherence to visual merchandising standards, and...SeniorHourly payFull timeTemporary workCasual workCurrently hiringLocal areaFlexible hours$56k - $132k
A leading insurance firm based in Los Angeles is seeking a Senior Account Executive. This role involves developing and maintaining client relationships, preparing applications, and negotiating with carriers. The ideal candidate will possess a strong background in the insurance...Senior- ...Morgan Chase, we are committed to helping clients achieve their financial goals,... ...and inclusion, and providing top-tier service through our investment solutions and digital... ...technology. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$95k - $140k
Dimensional Fund Advisors is looking for a Senior Associate in the Global Client Group based in Santa Monica, California. The role involves supporting Regional Directors and interacting with financial advisors to enhance client relationships and provide educational investment...Senior- James Perse Enterprises is hiring a full-time Senior Client Advisor for the Brentwood, CA location. The role focuses on achieving sales targets, providing exceptional customer service, and managing visual merchandising standards. Candidates should have prior experience...SeniorFull time
- Summary The Senior Client Advisor is responsible for achieving sales targets and driving client development while representing brand standards of service and presentation. This role sets the example for customer service, visual merchandising, and operational excellence,...Senior
- ...convey and promote the Brand philosophy and Values to the final Clients guiding them into the world of the Brands. As such, to be... ...their every need and request, providing them with an excellence service in accordance to the "client journey ceremony". Capture Customer...Senior
- ...Senior Wealth Advisor About the Company Prominent multi-family office & registered investment advisor Industry Financial Services Type Privately Held About the Role The Company... ...Advisor to take on the role of Lead Client Advisor for a significant...SeniorWork at office
$150k - $250k
A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management, with a strong focus on client relationship management and investment analysis. This role...Senior
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