Account Opening & Client Service Specialist
Wedbush Securities
Wedbush Securities in Pasadena, California, is seeking a Client Service Associate in Account Processing to open and maintain client and broker-dealer accounts, ensuring AML setup and complete documentation. You will prepare PMA and Prime Broker packets, perform quality control on new accounts, and handle maintenance requests from Broker-Dealers, including address changes and email additions. The role emphasizes accuracy, strong communication, and the ability to work under tight deadlines in a #J-18808-Ljbffr Wedbush Securities
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Account Opening & Client Service Specialist in Los Angeles, CA vacancy
- ...meaningful impact—for clients and for your career.As... ...a Client Relationship Specialist (CRS), you play a vital... ...into the financial services industry, offering hands... ...operations, including account servicing, documentation... ...openness to feedback and apply...AccountsFlexible hours
Forge Global
Los Angeles, CA2 days ago $25 - $30 per hour
...job poster from Mindlance. Position: New Accounts Specialist (3 openings) Contract: 5 months (may be extended)... ...documents (LLC, LP, Corporation, etc.) and client information. Communicate directly with clients or internal servicing teams. Use Salesforce to create CIS...AccountsContract workWork at officeRemote work1 day per week$63k - $128k
...Blackwell LLP is a full-service litigation and... ...United States, serving clients with domestic and international... ...team culture of accountability and purpose that makes... ...to our Client Delivery Specialist (Mass Tort Legal Assistant... ...conflict checks, and opens new files. Coordinate...AccountsFull timeTemporary workWork at officeRemote workFlexible hours$36k - $68k
...State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer... ...dreams. Our office is located in Sherman Oaks. Our office is open 9:00 am to 5:00 pm. Our agency has received awards including:...AccountsHourly payFor contractorsWork at officeFlexible hours$69.92k - $92k
...culture, and communicate trust to clients and visitors. Our purpose is... ...the direction of product and service development with insights... ...~ Vision ~ Health Savings Account ~ Dependent Day Care Savings... ...stay updated on the latest job openings. Want to be part of a team...AccountsTemporary workWork at officeLocal areaMillerKnoll
Los Angeles, CA4 days ago$56k - $114k
...Blackwell LLP is a full-service litigation and... ...United States, serving clients with domestic and international... ...team culture of accountability and purpose that makes... ...to our Client Delivery Specialist (Legal Assistant) position... ...is a continuous job opening that is frequently...AccountsFull timeTemporary workWork at officeFlexible hours$36k - $56k
...appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Hourly pay... .... Our office is located in Sherman Oaks. Our office is open 9:00 am to 5:00 pm. Our agency has received awards including:...AccountsHourly payPart timeFor contractorsWork at officeMonday to FridayFlexible hours- ...Client Success Specialist Commerce, California, United States Client Success Specialist Commerce... ...of the ongoing needs of your accounts and help ensure their business runs smoothly... ...client issues, escalations, and service exceptions, determining the appropriate...AccountsFull timeWork at office
Ernest
Los Angeles, CA4 days ago - ...Description We are seeking a dedicated and experienced Client Service Specialist to join our financial services team. This role is essential... ...Responsibilities Serve as a key point of contact for clients, handling account inquiries, service requests, and providing timely responses...AccountsLocal area
Ultimate LLC
Pasadena, CA5 days ago - ...Our client, a rapidly growing and well-established multi-family office, is seeking... ...expertise in trust and agency account administration, fiduciary accounting... ...foundations) to ensure seamless client service. • Oversee account opening processes, draft correspondence to clients...AccountsWork at officeLocal area
International Search Consultants
Los Angeles, CA3 days ago $20 - $27 per hour
...We are currently seeking a Customer Service Specialist to support the Specialty Deposit Services... ...Assist in the timely and accurate opening of new accounts by providing necessary information... ...collecting required documents from clients. Act as the primary point of...AccountsEast West Bank
Pasadena, CA1 day ago- Gerber Kawasaki Wealth & Investment Management in Santa Monica is seeking an experienced Client Services Associate to support Financial Advisors and clients throughout the account lifecycle. This role requires a highly organized, tech-savvy professional who can navigate...Accounts
- Morgan Stanley is seeking a Senior Registered Client Service Associate to provide exceptional client service and daily support to Financial... ...interpersonal skills, and the ability to handle routine account inquiries and transactions. Responsibilities include supporting...Accounts
- EP Wealth Advisors, LLC is seeking a Client Relationship Associate in the Los Angeles area to support client relationships and service delivery across wealth advisory, planning and... ...operations. The CRA acts as a primary contact for account maintenance, cash management and...Accounts
$22 - $24 per hour
Job Title: Client Services Specialist JANUS et Cie, a reputable, design-focused leader in the furniture industry, is seeking detailed individuals... ...to support our Sales Reps in managing all sales accounts within their territory. This position is based in Santa Fe...AccountsHourly payFull timeWork at officeMonday to Friday$20 - $28.6 per hour
Job Summary We are seeking experienced Banking Client Service Representatives / New Accounts Specialists for a direct hire opportunity in Westwood, CA. This role... ...banking professionals who enjoy helping clients, opening new accounts, processing teller transactions, and recommending...AccountsHourly payTemporary workWork at office$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 opening and knowledge of Salesforce. Strong attention to detail and excellent communication...AccountsContract work$62.2k - $69.11k
...with exceptional financial products and services, along with our legendary service, has... .... Currently, we have an immediate opening for a Client Services Representative to join our... ...union. Processes client onboarding and account documentation through investment and...AccountsFull timeTemporary workWork at officeLocal areaImmediate start$17 - $22 per hour
...State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt,...AccountsHourly payFor contractorsWork at officePatricia Aleman - State Farm Agent
Los Angeles, CA1 day ago$20 - $25 per hour
Future Opening: Client Success & Account Coordinator Full Time • Woodland Hills The opportunity We are looking for a highly organized, client-focused... ...of the client experience for a growing managed IT services company. The right person will bring calm structure to moving...AccountsHourly payFull timeContract workWork at officeLocal areaRemote workFlexible hours- B2B Support Specialist (Workplace Support Agent) Clipboard Health is... ...for our most valuable business clients, our workplace customers.... ...with teams such as Billing, Account Management, and Worker Operations... ...deliver results. Qualifications Open to candidates of all...AccountsLocal areaRemote workAll shiftsShift workWeekend work
- ...of compliant documentation related to account opening, and maintenance. Provides telephone support... ...assistance. Under the direction of the Client Experience Manager, assists New... ...Experience standards. # Maintains quality service by monitoring standards, advising...AccountsWork at office
$23 - $25 per hour
...Client Services Associate The Client Services Associate will help to elevate the office experience... ...based on tenure and/or the assigned account. PTO allows employees to take approved... ...date it is posted. The posting may remain open longer as needed to ensure a robust and...AccountsFull timeTemporary workPart timeFor contractorsWork experience placementWork at officeImmediate startAfternoon shift- ...State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-...AccountsHourly payFor contractors
- ...investment and charitable advisory services together under one brand, and... .... Reports to: Senior Client Experience Manager... ...relationship, from onboarding and account setup to contributions, grants... ...review documents, prepare account-opening and fund-establishment...AccountsHourly payFull time
The Fuller Foundation
Pasadena, CA17 days ago - ...A leading full-service digital marketing agency headquartered in Santa Monica is seeking an Accounting Manager to join their dynamic team. This... ...with internal Sales and Client Services teams to resolve billing... ...Many of our job openings can be viewed at IND-...AccountsFlexible hours
Consultative Search Group
Los Angeles, CA4 days ago - ...Customer Service RepresentativeThe customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being... ...organize and file customer interactions and account changesAble to up-sell if neededAble to...AccountsWork from home
Third Party CS
Beverly Hills, CA4 days ago $80k
...Social Media and Influencer MarketingJob Description:TikTok Shop Specialist (Affiliate & Ads) The Opportunity Join our fast-growing... ...and creators, optimizing campaigns, and providing excellent client service. You’ll play a key role in managing affiliate partnerships, supporting...AccountsFull timeWork at officeLocal areaAfternoon shift3 days per weekMomentum Worldwide
Los Angeles, CA5 days ago- ...Customer Service Representative The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being... ...and file customer interactions and account changes Able to up-sell if needed...AccountsRemote workWork from homeFlexible hours
Path Arc
Los Angeles, CA3 days ago $19.8 - $24.75 per hour
...Description Cintas is seeking an Assistant Route Service Sales Representative. Responsibilities... ...into and soiled products out of customer accounts, as well as occasionally driving a... ...businesses of all types and sizes get Ready™ to open their doors with confidence every day by...AccountsFull timeLocal areaShift workDay shiftCintas Canada
Compton, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Account Opening & Client Service Specialist. Be the first to apply!
Related searches
- hospital customer service representative Los Angeles, CA
- medical customer service representative Los Angeles, CA
- customer service representative apply online Los Angeles, CA
- customer service rep remote Los Angeles, CA
- customer service representative night shift Los Angeles, CA
- customer happiness specialist Los Angeles, CA
- customer service officer Los Angeles, CA
- benefit customer service representative Los Angeles, CA
- customer service consultant Los Angeles, CA
- customer service representative (remote from home) Los Angeles, CA