Wealth Client Services Associate
Wells-Fargo
Wells Fargo Advisors seeks a Registered Client Associate to support Financial Advisors in wealth management. You will assist with sales, service and operations, handling client communications via phone, in person or written correspondence. Responsibilities include establishing and servicing client accounts, preparing forms, and researching inquiries. You may coordinate marketing campaigns and maintain regulatory filing and records to grow client relationships. #J-18808-Ljbffr Wells-Fargo
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Associate in Manhattan Beach, CA vacancy
$95k - $105k
Curated Wealth Partners is seeking a Client Service Associate for our Wealth Management firm in El Segundo, CA. We are a multi-family office and investment advisory firm working with ultra-high-net-worth families. We believe our clients are our partners and we guide them...SuggestedWork at office$90k - $130k
...Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide Client Service Associate Overview A boutique independent wealth management firm serving high net worth clients seeks a Client Service Associate to support Private...SuggestedFull time- SUMMARY: This position supports the lead advisor and team (3) with account management and client service needs. As a member of an advisory team, each member works together servicing clients. This will involve assistance in every aspect from introduction with a prospect...SuggestedWork at officeMonday to Friday
- ...foot care for men. We are seeking a Sales Associate to join our team in Southbay,... ...membership sales, gift card sales, products, and services. Duties include: Sales: Memberships, Gift... ...Point of Sale system (POS) Scheduling client services, ability to increase booking by...SuggestedFlexible hours
$18 - $19 per hour
Job Overview Provides office, mail, and customer service support. Handles mail distribution, shipping/receiving, office supplies, equipment... ...off for any reason. Bonuses: Are available for employee and client referrals for current employees. Benefit Offerings: Medical,...SuggestedFull timeTemporary workPart timeImmediate start$35.15k - $90k
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Full timeTemporary workWork at officeLocal area$55k - $88k
...What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management’s core values and culture as an integral... ...advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as...Full timeWork at officeFlexible hours- RBC Wealth Management in Beverly Hills is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle account inquiries, onboarding, documentation, and timely processing of transfers and trades in a fast-paced, compliant...
- ...Registered Client Associate In Wealth And Investment ManagementWells Fargo is seeking a Registered Client Associate in Wealth and Investment Management... ...role you will:Assist Financial Advisor(s) with sales, service and operational related activities such as providing...Ongoing contractWork experience placementWork at officeImmediate start
Wells Fargo
Manhattan Beach, CA2 days ago - JPMorgan Chase & Co. in Torrance, CA seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance... ...individuals and families. You will help clients grow and protect wealth through personalized solutions and trusted advice. You will rely...
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...Overview As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- JPMorgan Chase & Co. in California is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build trusted relationships and provide an exceptional...
$130.5k - $180k
...mind. Our firm, known for its commitment to excellence and client-focused service, is looking for a Trusts & Estates Attorney ready to join our... ...trust and estate litigation. We help clients protect family wealth, honor loved ones’ wishes, and resolve inheritance disputes—...Full timeWork at officeWickers, Wickers & Admans LLP
Torrance, CAa month ago- ...Beach, California. You will be responsible for championing your teammates' success and building a book of business through strong client relationships while providing personalized investment solutions. The ideal candidate will have at least 2 years of experience in financial...
$49.5k - $77k
...the opportunity? Embrace RBC Wealth Management’s core values and... ...serving financial advisors and our clients. Job Description Embrace RBC... ...our clients. As a Client Associate/Registered Client Associate,... ..., organizational, and client service skills Attention to detail...Full timeFlexible hours- ...seeks a Financial Advisor to deliver personalized investment solutions, champion client needs, and ensure a strong commitment to diversity. The role requires at least 2 years of financial services experience and valid licenses. Ideal candidates should possess strong...
$49.5k - $77k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial... ..., people, organizational, and client service skills. Attention to detail coupled with the mindset...Full timeFlexible hours- TwinThread is seeking a Private Client Advisor for the South Bay, CA market. The role demands a professional with at least 2 years of experience in financial advising, a strong emphasis on personalized investment solutions, and a focus on building client relationships...
- Private Client Advisor - South Bay, CA Market Responsibilities Champion and support teammates’ success, fostering a culture of diversity... ...2 years in a Financial Advisor role or equivalent financial services experience. Demonstrated success in client acquisition,...
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$24 - $27 per hour
...Angeles) area looking for an outstanding Client Services & Legal Assistant to join our team.... ...to type at least 50 words per minute Associate's Degree or Bachelor's Degree preferred... ...families in our community preserve their wealth, protect the people they love, and...Hourly payBeach Cities Estate Law
Torrance, CAa month ago$48 per hour
...and resolve estate-related disputes with confidence and peace of mind. Our firm, known for its commitment to excellence and client-focused service, is looking for a Trusts & Estates Attorney ready to join our team. This role offers a chance to immerse yourself in...Full timeWickers, Wickers & Admans LLP
Torrance, CA5 days ago- Fairygodboss is seeking a Private Client Advisor in Torrance, California to provide comprehensive financial planning and advice for a diverse range of clients. You will champion team success, build client relationships, and provide a holistic view of their financial needs...
$160k - $200k
...Attorney We have the capital. We have the marketing. We have staff (170 of them) who believe in delivering the highest level of client service. We know this because they express it daily through their work ethic, dedication, and heart. We are missing one thing…YOU....Work at officeThompson Law
El Segundo, CA4 days ago$245k - $265k
...position where you'll collaborate closely with attorneys, staff, and clients in a supportive office environment. Note: Candidates... .... Our team values collaboration, integrity, exceptional client service, and professional development. Confidential Employer. Job...Full timeWork at officeOrion Placement
Torrance, CA3 days ago- ...bustling car dealership seeks a capable and organized automotive service advisor who will work full-time to address customer concerns,... ...Insurance for Added Peace of Mind. Secure Your Future - Build Wealth with 401(k) Matching If you’re ready to take your career to...Full timeStart working today
South Bay Mazda
Torrance, CAa month ago $94k - $141k
...The Client Service Sr. Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of... ...performance of the individual. Responsibilities: Deliver wealth management services to Citi Private Bank clients with guidance...Full timeWork at officeCitigroup Inc
Beverly Hills, CA4 days ago$135k - $210k
...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment... ..., then we invite you to apply to our General Liability Associate position in our San Diego Office. This position offers...Full timeWork at officeRemote workFlexible hoursWilson Elser
Hawthorne, CA2 days ago- ...Trust & Estate firm to provide high‑level estate planning services to affluent clients. We offer work‑life balance, a supportive team culture, and... ...Estate Law, we are dedicated to preserving our clients’ wealth and navigating the complexities of estate and tax law with...
$25 - $29 per hour
...Overview of the Assistant Manager of Sales and Service role You will support the management... ...while serving as a role model for sales associates in sales generation and service by... ...Philosophy. Ensure timely resolution of client service issues including delivery/pick‑up...Hourly payFull timePart timeWork experience placementH1bLocal areaRelocation packageFlexible hoursShift workWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Associate. Be the first to apply!
Related searches
- community services specialist Manhattan Beach, CA
- facility service associate Manhattan Beach, CA
- information technology and services consultant Manhattan Beach, CA
- public service officer Manhattan Beach, CA
- service consultant Manhattan Beach, CA
- service advisors Manhattan Beach, CA
- part time service advisor Manhattan Beach, CA
- human services program consultant Manhattan Beach, CA
- services specialist Manhattan Beach, CA
- service worker Manhattan Beach, CA