Insurance Client Services Associate (Hybrid LA)
edgewoodpartnersinsurancecenter
EPIC Insurance Brokers & Consultants is seeking an Account Assistant for a hybrid role in Los Angeles, CA. You will assist with insurance operations, policy servicing, and client communications in a fast-paced environment. The role requires a college degree, and candidates must obtain a California Property & Casualty license within 90 days of hire. Proficiency with MS Office and strong organizational skills are essential. #J-18808-Ljbffr edgewoodpartnersinsurancecenter
$85k - $105k
...Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is... ...income portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Client Associate will be a...SuggestedFull timeWork at officeLocal area- ...Investment Partners, Inc is seeking an Investment Advisor Associate to provide client service support to high-net-worth individuals. This role... ...offers competitive pay and various benefits, as well as a hybrid work model, allowing flexibility. #J-18808-Ljbffr Virtus...Suggested
$265k - $320k
...Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services... ..., in-office position Remote and hybrid arrangements are not available for... ...Comprehensive medical, dental, and vision insurance Life, short-term disability, and...SuggestedFull timeTemporary workPrivate practiceWork at officeRemote workFlexible hours$80.1k - $128.16k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...ones “I can succeed as a Private Client Service Associate at Capital Group.”As the...SuggestedFull timeTemporary workLocal areaFlexible hours- BCG Attorney Search is seeking an experienced Insurance Coverage Attorney to join its practice in Los Angeles, CA. This role offers a hybrid working pattern, allowing for flexibility with both in-office and remote work. Candidates should possess a strong background in...SuggestedWork at officeRemote work
- ...attorney in Los Angeles, CA, with 3+ years of insurance defense experience and trial readiness. This role... ...with senior attorneys and maintain proactive client communication. The position starts on-site but allows for hybrid work arrangements after onboarding. The firm offers...
- ...Office. The role offers ownership of cases, active participation in trials, and collaboration with clients within a supportive team. Located in Glendale, CA, this hybrid position requires strong litigation skills and California bar status. The successful candidate will...Work at officeFlexible hours
- State Farm Insurance in Los Angeles seeks a Trial Attorney for the Los Angeles Claim Litigation... ...litigation events, and coordinate with clients in a collaborative environment. The role... ...the litigation process while offering hybrid work arrangements. #J-18808-Ljbffr...Work at office
- About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...Flexible hours
$18 - $19 per hour
...Client Services Associate Culver City, California, United States Job Overview: Provides office, mail, and customer service support. Handles... ...Transit and Parking Pre-Tax Plans, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity,...Full timeTemporary workPart timeImmediate start$80k - $100k
...Client Services Associate The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client...Work at officeRemote work$20 - $30 per hour
...Senior Client Services Associate East West Bank is currently seeking Senior Client Services Associate who will be responsible for supporting the Private Bankers and Private Client Advisors within the Private Banking Department to achieve sales, service, and operational...Flexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$34.32k - $90k
...Job Title Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail oriented with superior...Temporary workWork at officeLocal area$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the... ...year Benefits: ~401(k) ~401(k) matching ~ Dental insurance ~ Health insurance ~ Paid time off ~ Vision insurance...Full timeWork at officeShift work- UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment. Ideal candidates hold Series 7/66 licenses (for CSAs),...Work at office
$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through... ...limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail‑oriented with superior...Temporary workWork at officeLocal area$34.32k - $90k
Job DescriptionPOSITION SUMMARYRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s... ...limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accountsDetail orientated with superior...Temporary workWork at officeLocal area$70k - $80k
Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports...Full timeWork at officeFlexible hours$96k - $127k
Third Bridge Group in Los Angeles is looking for a Client Services Associate. In this role, you'll engage with industry experts, ensuring clients receive the insights they need promptly. The position offers great career progression with a clear pathway to management within...$55k - $65k
A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability...$90k
...serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+... ...seamlessly and quickly. The Survey Associate position is a key enabler in the development... ...-driven, process-oriented, client-servicing environment Superior writing, logic and...Flexible hours$96k - $127k
Join Third Bridge Group in Los Angeles as a Client Services Associate. You will play a crucial role in finding and engaging industry experts to provide insights for our clients, often under tight deadlines. This position offers a dynamic environment where you’ll develop...$80k
...Client Services Associate Location: Santa Monica, CA Schedule: 100% in-office, MondayFriday, 8:00 a.m.5:00 p.m. Compensation: $80K+ Base salary, commensurate with experience, plus competitive benefits and eligibility for bonus opportunities Gerber Kawasaki is one...Work at office$50k - $62k
...support professional in Los Angeles, CA. The role focuses on managing front-desk activities and ensuring professional service is delivered to clients and staff. With responsibilities ranging from reception coverage to conference room management and administrative tasks...Work at office- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
- 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...
- Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions for the world’s top investors and business leaders. We combine human insights and unique investor‑led content into a global...Full timeWorldwideFlexible hours
- AscendHire is seeking candidates for a client service position located in Los Angeles, California. The role involves assisting financial advisors by providing day-to-day operational support for Investment Advisory Program accounts and brokerage accounts. Qualified candidates...
- A leading investment research firm in Los Angeles is looking for a Client Services Associate for their Surveys team. This role involves executing surveys, providing client feedback, and managing expert panels. The ideal candidate will have strong communication skills, a...Remote job
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