Wealth Management Client Services Associate
$70k - $76kUBS Financial Services Inc.
A global wealth management firm in Beverly Hills, California seeks a Client Service Associate. In this full-time role, you will maintain client information, support preparation for meetings, and assist with marketing initiatives. The ideal candidate has a bachelor’s degree in finance, client service experience, and strong communication skills. The salary ranges from $70,000 to $76,000 per year, and benefits include flexible working options and ongoing growth opportunities. #J-18808-Ljbffr UBS
- A respected financial services firm located in Los Angeles is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. In this role, you'll support Financial Advisors and clients by coordinating onboarding processes,...Suggested
- Beacon Pointe in Los Angeles is seeking a Client Service Associate to join a dynamic team of wealth management professionals. The role involves responding to client inquiries, managing operations with a centralized team, and effectively communicating service updates to...SuggestedWork at office
$33.28k - $85k
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... ...initiatives directed by local management Regularly seek opportunities to...SuggestedTemporary workWork at officeLocal area$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...Suggested$34.32k - $90k
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... ...other duties directed by local management ADMINISTRATIVE SUPPORT Answering...SuggestedTemporary workWork at officeLocal area$25 - $44 per hour
Merrill Wealth Management - Client Service Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... ...’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$52k - $67k
...brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families... ...that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying...Full timeWork at office$34.32k - $90k
A leading financial services firm in Los Angeles is seeking a Client Service Associate to provide exceptional support to Financial Advisors and clients. The ideal candidate will have strong interpersonal skills, a client-first mindset, and a thorough understanding of financial...$52k - $67k
NFP Corp is looking for a Client Services Associate to support the Relationship Manager by coordinating client service processes in Los Angeles. The ideal candidate will have excellent communication skills, experience in customer service, and proficiency in Microsoft Office...Full timeWork at office$70k - $80k
A leading financial services firm is seeking a Client Associate in Beverly Hills, CA to provide exceptional client service and support. The role involves maintaining client information, educating clients about services, and assisting in report preparation. Candidates should...Full timeWork at office$100k - $120k
Senior Client Service Associate An established, nationally recognized wealth management firm providing comprehensive investment, financial planning, and retirement solutions to individuals, families, foundations, and corporations is seeking a Sr. Client Service Associate...Permanent employmentWork at officeLocal area$100k - $120k
Gaynor Staffing is looking for a Senior Client Service Associate in Los Angeles, California. The successful candidate will coordinate operational processes, manage client onboarding, and serve as a key liaison between clients and internal teams. Ideal candidates should...Work at office$70.3k - $72k
...be awarded semi‑annually based upon your achievement of performance goals and targets. About This Job The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury...Work at officeLocal areaRemote work- ...Chase, we are committed to helping our clients, taking care of our employees,... ...delivering extraordinary customer service while maintaining a strong commitment... ...inclusion. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service,...
- JPMorganChase in Los Angeles is seeking a Private Client Investment Associate to provide exceptional client service and operational support to Private Client... ...successful applicant will play a crucial role in wealth management and risk management within a collaborative...
- ...Location: Woodland Hills, CA (On-Site) Position Overview We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In this role, you will serve as a senior point of contact for clients, managing more complex service...Immediate start
- ...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...Work at officeMonday to Friday
- ...seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in the Los Angeles area. The Client Service Associate will join a highly talented team of wealth management professionals that service the investment management and financial...Work at office
$34.32k - $90k
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... ...with FAs / PWAs / teams as needed)Managing the calendar including...Temporary workWork at officeLocal area$55k - $65k
...investment bank and full service broker‑dealer. With... ...investment advisory and asset management services. Job... ...& Co. Inc.’s Private Client Division is currently... ...Registered Client Service Associate for their Newport... ...operations of a growing wealth management practice. This...Local area$70k - $80k
Your role Are you truly service oriented? Do you know how... ...Responsibilities keep management systems up-to-date with client information educate clients... ...be working as part of UBS Wealth Management Americas in... ...designed for them. As a Client Associate, you’ll play an important...Full timeWork at office- ...Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program... ...operational reports for Client Management to assist with the tracking and... ...and services, particularly those of Wealth Management. Maintain a strong working...
$45k - $85k
...history and recognition for service and excellence in the... ...seeking a dynamic Registered Client Service Associate who is a motivated, detail... ...as the ability to organize, manage, and track multiple, detailed... ...Raymond James - and why they stay. #J-18808-Ljbffr BBF WealthWork experience placementWork at office$45k - $85k
A leading financial services firm in Los Angeles is seeking a Registered Client Service Associate to join their dynamic team. This role... ...communication skills and the ability to manage multiple tasks in a fast-... ...$85,000 and includes various benefits. #J-18808-Ljbffr BBF Wealth- A leading financial services firm is seeking a Client Services Associate in Los Angeles to provide exceptional client support. In this role, you'll manage client inquiries, prepare investor materials, and support marketing efforts for alternative investments. The ideal...
$80k - $97k
Position Summary The Client Services Operations Associate is responsible for preparing standard and custom client and firm reporting, and managing operational activities related to the reporting system and client portal. This role requires a solid understanding of the asset...InternshipWork at officeRemote work- ...institution in Los Angeles is seeking a Private Client Investment Associate to support Advisors in providing exceptional client service. You will assist with operational tasks,... ...client relationships, and engage in risk management practices. Key qualifications include a...
$45k - $85k
...years of rich history and recognition for service and excellence in the Financial... ...James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ..., as well as the ability to organize, manage, and track multiple, detailed tasks and...Work experience placementWork at office- AscendHire is seeking candidates for a client service position located in Los Angeles, California. The role involves assisting financial... ...client service or operations within a broker-dealer or investment management setting. Strong attention to detail and knowledge of...
$96k - $127k
Third Bridge is hiring a Client Services Associate in Los Angeles, CA. This role offers a salary of $96,000 to $127,000, which includes a $75,... ...investors. Responsibilities include engaging industry experts, managing projects, and cross-selling services. Additional benefits...Flexible hours
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