Client Services Lead - Private Wealth, LA
AllianceBernstein L.P.
Bernstein Private Wealth Management is seeking a Manager of Client Services in Los Angeles to oversee the Private Wealth Management sales support and client service functions. You will recruit and develop teams of associates and coordinators, drive a positive culture, and partner with senior advisors to ensure seamless service. The ideal candidate has a Bachelor’s degree, a Series 7 license, and 3+ years of managerial experience, with six-months to obtain Series 24 licensing. #J-18808-Ljbffr AllianceBernstein L.P.
- Morgan Stanley in Los Angeles seeks a Group Director to lead the client service model for Financial Advisors and Private Wealth Advisors, shaping team roles and daily operations. This senior role drives strategy, ensures exceptional client experiences, and aligns staff...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- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to our clients and support Financial Advisor(s) and Private Wealth Advisor(s) teams on a daily basis. In this role you will build trusted relationships, assist with daily tasks...Private
- Morgan Stanley in the United States seeks a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing money movements, and maintaining accurate account information. The role requires exceptional...Private
- PremierAgile Consulting Private Limited in Los Angeles invites driven... ...to join our Private Wealth internship. You will support financial... ...portfolio analysis, account setup and client meeting prep, and contribute... .... This role emphasizes client service, relationship-building, and...PrivateInternshipSummer internship
$76k - $88k
...Position Overview Bernstein Private Wealth Management is a premier investment management firm... ...high-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$83.92k - $125.88k
...United StatesSalary: $83,920.00 - $125,880.00Category: Private Client CoverageCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a... ...through advice, counsel and/or facilitating services to others in area of specialization. Work and performance...Full timeWork at office- ...Morgan Chase in Gardena, CA is seeking a Private Client Advisor to deliver tailored investment... ...leverage Chase referrals to deepen client service. The role requires active licenses,... ...compensation package and a path to growth within Wealth Management. #J-18808-Ljbffr JP Morgan...
- Morgan Stanley in Los Angeles is seeking a Group Director to elevate service for Financial Advisors and Private Wealth Advisors. This senior role defines team roles, shapes the client service model, and leads daily operations to deliver an exceptional client experience. You...Private
- 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
- Bernstein Private Wealth Management in Los Angeles is seeking an Associate for its Associate Development Program, focusing on client service and portfolio analysis to support Financial Advisors in growing their business. You will build relationships with clients and prospects...Private
- Morgan Stanley in Santa Monica is seeking a Senior Service Associate to support Financial Advisors and Private Wealth Advisors, focusing on client service, reports, and marketing activities. The role emphasizes building trusted client relationships and helping execute business...Private
- Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors/Private Wealth Advisors and teams with senior service responsibilities. The role emphasizes building trusted client relationships and delivering an exceptional client experience. You will...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
- UBS is seeking a Client Associate in Los Angeles to support the Private Wealth Management team by maintaining client records, educating clients on account services, and preparing materials for meetings. You will handle documentation for new accounts, provide day-to-day...Private
- Morgan Stanley in Los Angeles is seeking a Registered Client Service Associate to support Financial Advisors and private wealth teams. You will help cultivate client relationships, handle money movements, and assist with account documentation and digital tools. Ideal candidates...PrivateFull time
$65k - $108k
...Relationship ManagerMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...Financial Advisors and Wealth Management Client Associates help clients pursue the...PrivateWork at officeWork from homeShift workDay shift- ...J.P. Morgan’s U.S. Private Bank is seeking a seasoned Private Banker... ...and managing their wealth, leveraging investments, credit... ...based planning and exceptional client experiences. Ideal candidates... ...private banking or financial services, a Bachelor’s degree, and licenses...PrivateLocal area
- ...Enterprise Company ("Manhattan West") is seeking a Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join... ..., as well as comprehensive wealth management services to a global client base spanning 36 U.S. states and 28 countries....PrivateLocal area
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management... ...and investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue... ...experience for the Private Wealth Management. Accountable...PrivateContract workWork at officeWork from homeHome officeShift workDay shift
$34.32k - $90k
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...role build trusted relationships. Leading with a client first mindset, a successful...PrivateFull timeTemporary workWork at officeLocal area$100k
...differences. We believe that belonging leads to better outcomes and a... ...values every day: Integrity, Client Focus, Diverse Perspectives,... ...ones “I can succeed as a Private Wealth Advisor at Capital Group.”... ...Advisor on our Private Client Services team, you will work directly...PrivateFull timeTemporary workLocal areaFlexible hours$114k - $140k
We are seeking a Manager of Client Services to join Bernstein's Private Wealth Management office in Los Angeles. This position is responsible for managing... ...Location Los Angeles, California Company Culture We are a leading global investment management firm offering high-...PrivateWork at office- ...We believe construction services are more than project... ...work ensures that our clients’ visions become reality... ...job, it’s a chance to lead in the field, uphold the... ...Engineering License Caltrans or LA Metro experience,... ...of public and private contracts, familiarity...PrivateContract workWork at office
$25.77 - $34.33 per hour
...at—all from Day One. Job Description The Private Wealth Management (PWM) Account Opening... ...account opening process, understanding Service Level Agreements, and taking ownership over... ...interpersonal communication skills Proven client service and problem resolution skills Proficient...PrivateTemporary workWork at officeLocal area$185.11k - $314.68k
...believe that belonging leads to better outcomes and... ...every day: Integrity, Client Focus, Diverse Perspectives... ..., advancing client service, business retention, development... ...the execution of Private Client Services (PCS)... ...control, ex - Private Wealth Advisors (PWAs).“I am the...PrivateFull timeTemporary workLocal areaFlexible hours$26.86 - $37.96 per hour
...Angeles County Regional Center “NLACRC” is a private, non‑profit agency that is contracted... ...California, Department of Developmental Services, to provide services to individuals with... ...Initiative for Hiring Ordinance. #J-18808-Ljbffr North LA County Regional Center (NLACRC)PrivateBi-weekly payHourly payPart timeWork at officeRemote workFlexible hours$35.12k - $90k
POSITION SUMMARYSenior Registered Client Service Associates provide exceptional service to... ...and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...this role build trusted relationships. Leading with a client first mindset, a successful...PrivateTemporary workWork at officeLocal areaWork visa$70k - $200k
...,000.00 - $200,000.00Category: Private Client Coverage, WealthCompany: CitiCiti Global Wealth brings together the full power... ...Advisors have access to Wealth’s leading investment solutions platform,... ...proactive, successful sales and service role in the financial services...PrivateFull timeWork at office- ...Manager in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You... ...with partners across lines of business, maintain strong client service, and drive growth by deepening multi-product relationships while...Private
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