Senior Investment Client Services Advisor
$72k - $95kKayne Anderson Capital Advisors
Kayne Anderson Capital Advisors is looking for a Senior Investment Advisor Associate (Client Service) in Los Angeles. The ideal candidate will provide exceptional service to high-net-worth clients and support a growth-oriented advisory practice. Responsibilities include managing client accounts, onboarding new clients, and ensuring robust client service. A Bachelor’s degree and a minimum of five years experience are required. The role offers a salary ranging from $72,000 to $95,000, plus bonuses and various benefits. #J-18808-Ljbffr Kayne Anderson Capital Advisors
- A financial services company is seeking a Senior Client Service Associate to provide high-touch operational and... ...should have 5+ years of experience in investment or wealth management, strong... ...engage directly with clients and advisors, making it vital for ensuring client...SeniorWork at office
- ...We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our... ...financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and...Senior
- Kayne Anderson Rudnick Investment Management is seeking a Senior Investment Advisor Associate (Client Service) in Los Angeles to support a growth‑oriented advisory practice by delivering exceptional service to affluent clients and their professional advisors. You will...Senior
$95k - $140k
...Senior Associate, Independent Advisor Group For this position, which is subject to credentials... ...: The Global Client Group (GCG) is Dimensional... ...transform the way the world invests, and our solutions are a testament... ...development and client services activities for our...Senior- Virtus Investment Partners in Los Angeles is seeking a Senior Investment Advisor Associate (Client Service) to deliver exceptional service to affluent clients. You will serve as the primary contact for client interactions and oversee account onboarding, transaction processing...Senior
- ...seeking a Relationship Manager in Los Angeles to build and maintain high-net-worth client relationships in banking and investments. In this role, you will deliver exceptional client service while fostering trust and understanding client needs. Your responsibilities...Senior
$141k - $290k
...Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax... ...worth individuals, privately owned businesses, investment partnerships, estates, and trusts Preferred Qualifications...SeniorFlexible hours- Prestigious investment advisory firm in West Los Angeles is seeking a Portfolio Administrator/Client Service Associate to join their team. This is a great opportunity to join a growing team in a beautiful work environment! Job Description High Level PA Duties Front Office...Senior
$150k - $200k
...business management firm seeks a Senior Manager, Business Management to... ...senior manager to lead a dedicated service team handling a group of several large clients. The role requires deep... ...transactions, cash flow analysis, investment analysis, custom financial reporting...SeniorTemporary work- ...About the job Senior Tax Accountant About the Role:... ..., financial reporting, and client advisory services. This role is ideal for a CPA... ...with attorneys, financial advisors, and other external professionals... ...estate partnerships and investment structures. Experience...SeniorWork at office
$100k - $275k
Bank of America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities and managing client relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong...Senior$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- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The role offers a hybrid working model with flexible office... ...services sector such as hedge funds, private equity, and investment‑related entities. Maintain comprehensive knowledge...SeniorPrivate practiceWork at officeLocal areaFlexible hours
$141k - $290k
...Experience Weaver is a full-service national accounting, advisory... ...for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager... ...individuals, privately owned business, investment partnerships, estates, and...SeniorImmediate startFlexible hours- 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
- TOD'S is seeking a dynamic Sr. Client Advisor at their Flagship location on Rodeo Drive in Beverly Hills. The ideal candidate should be customer service-oriented, knowledgeable about fashion, and skilled in sales techniques. This role involves providing top-notch service...SeniorShift work
- Brobston Group LLC on Rodeo Drive is seeking a Senior Client Advisor to deliver exceptional luxury client experiences, drive individual sales, and act as a passionate brand ambassador. You will build client relationships through CRM and clienteling, support the store management...Senior
$62.01k - $75.02k
...Tax Services Position This position can be based out of Century... ...reports in support of servicing clients, preparation of simple to... ..., meeting packages, budgets, investment analysis, tour reconciliations... ...considered for the Staff and Senior Staff level. The expected base...SeniorWork experience placementWork at officeLocal area- 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
- ADP is hiring a Client HR Business Partner III in the San Fernando Valley/North Los Angeles area, with a preference for Granada Hills... ...and surrounding communities. In this role, you'll be a trusted advisor to our clients, using your HR experience, ADP product expertise...Senior
- ...EisnerAmper is seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with... ...sector, such as hedge funds, private equity, and other investment-related individuals. Possess comprehensive knowledge of hedge...SeniorTemporary workPrivate practiceWork at officeLocal area
- Summary The Senior Client Advisor on Rodeo Drive delivers exceptional luxury client experiences and acts as a passionate brand ambassador. This... ...Proven experience in a similar fashion retail or customer service role with demonstrated KPI achievement Strong selling skills...Senior
- ...professionals work proactively with clients and their advisors throughout the year on tax planning,... ...bookkeeping or outsourced controllership services. In addition we need you to be able... ...service. We also make a significant investment in training and professional development...SeniorFull timeWork at officeLocal areaRemote workFlexible hours
- ...highest probability of long‑term success. Continually manages a book of business to support high renewal rates. Collaborates with Client Service to analyze renewal business and place new business accounts. Follows Trucordia sales methodologies and best practices,...SeniorFlexible hours
- ...Sr Client Advisor - Commercial Lines Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the... ...business to support high renewal rates. Collaborates with Client Service to analyze renewal business and place new business accounts....SeniorFlexible hours
$30 - $32 per hour
...Alexander McQ Trading Senior Client Advisor Alexander McQueen is a British luxury fashion house founded by Lee Alexander McQueen in 1992.... ...a similar role within fashion retail companies or customer service-related field. Proven ability to drive and exceed individual...SeniorHourly payFull timeWork at office$76.9k - $141k
...we'd love to meet you. The Senior Account Executive (Acquire)... ...outreach through first scaled investment. This is an opportunity... ...conversations to understand client objectives and align... ...cross-functionally with Client Services, Trading, Marketing, Product,...SeniorFull timeTemporary workLocal areaWorldwide- Purpose and Objective AMIRI is looking for a charismatic Sr. Client Advisor for its retail store at the Beverly Center! This role is responsible for delivering quality client service, acting as a positive role model to the team, and assisting Management in their efforts...SeniorWork at officeShift workNight shift
- ...Senior Client Relations Specialist We are a proud work-from-office company. If you're ready to work on-site in a dynamic, global company... ...to the client relations team, and they possess a passion for service excellence, and a commitment to driving the success of both the...SeniorTemporary workWork at officeFlexible hours
- ...autonomy to reach your goals. We are seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The ideal candidate will efficiently... ...sector, such as hedge funds, private equity and other investment‑related entities. Possess comprehensive knowledge...SeniorTemporary workPrivate practiceWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Client Services Advisor. Be the first to apply!
- investment advisor Los Angeles, CA
- senior investment advisor Los Angeles, CA
- investment consultant Los Angeles, CA
- insurance customer service advisor Los Angeles, CA
- senior customer service advisor Los Angeles, CA
- customer service representative hiring Los Angeles, CA
- customer service representative data entry Los Angeles, CA
- customer associate Los Angeles, CA
- customer service representative 1st shift Los Angeles, CA
- customer retention representative Los Angeles, CA

