Client Service Associate - Wealth Management Support
Oppenheimer & Co Inc
Oppenheimer & Co Inc in California is seeking a Registered Client Service Associate to support Financial Advisors in Newport Beach or Los Angeles. The RCSA will assist in sales, marketing and day-to-day operations to help grow a wealth management practice and ensure service excellence. The role requires strong interpersonal skills, multitasking ability, integrity and confidentiality, with FINRA Series 7 and 63/65 (or 66) registrations preferred within six months. #J-18808-Ljbffr Oppenheimer & Co Inc
$34.32k - $90k
...Job Description 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... ...firm initiatives directed by local management Regularly seek opportunities to...SuggestedTemporary workWork at officeLocal area$28.85 - $39.9 per hour
JPMorgan Chase is looking for a Private Client Investment Associate in Los Angeles who will provide essential client service and administrative support within Wealth Management. The role involves maintaining client relationships and assisting Advisors with operational...SuggestedHourly pay$100k - $120k
...Description An established, nationally recognized wealth management firm providing comprehensive investment,... ..., and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support institutional consulting, cash management, and...SuggestedPermanent employmentWork at officeLocal areaWork from home$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$30 - $33.65 per hour
...innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los... ...has an immediate need for a Registered Client Service Associate to support Financial Advisors and senior level...SuggestedWork experience placementWork at officeLocal areaImmediate startFlexible 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... ...role is to provide client service management support to our clients and operational support to advisor...Work at office$110k - $120k
...Senior Client Service/Advisory Associate (CSA) Bel Air Investment Advisors, an advisory... ..., provides investment management and advisory services to wealthy... ..., and administrative support. The company is looking to... ...experience) Hightower is a wealth management firm that...Work at officeLocal areaFlexible hours- Virtus Investment Partners, Inc is seeking an Investment Advisor Associate to provide client service support to high-net-worth individuals. This role includes acting as the primary contact, managing accounts, and executing asset allocation changes. The ideal candidate has...
$105k - $120k
...salary + benefits About Our Client: Our client is a growing, high-touch wealth management firm that delivers a highly... ...operational infrastructure to support that expansion. This hire... ...central role in keeping client service, investment operations, and alternative...Flexible hours- 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... ...Performance Attribution, Legal) to support client requirements and assist in...InternshipWork at officeRemote work- A client services firm in Los Angeles seeks a Client Services Associate to enhance client relationships and ensure positive experiences. In this role, you'll manage accounts, support client requests, and collaborate with teams for service delivery. Ideal candidates have...
$34.32k - $90k
...Job Title Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular... .../or other duties directed by local management Administrative Support...Temporary workWork at officeLocal area$55k - $65k
...investment bank and full service broker-dealer.... ...and asset management services. Job Description... .... Inc.'s Private Client Division is... ...Registered Client Service Associate for their Newport... ...is to support Financial Advisors... ...operations of a growing wealth management practice...Local area- ...Los Angeles is looking for a motivated individual to provide client service support to Financial Advisors. This position emphasizes operational... ...thrive in a fast-paced environment, possess strong client management skills, and demonstrate a commitment to delivering...Hourly pay
- ...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...
$215k - $290k
...Compensation based on experience. Private Client Services Attorney/Associate $215,000 - $290,000 per year | Los... ...domestic and international tax, wealth transfer, and succession structures... ...collaboration with other practice areas supported by the firm. Jobot is an Equal...Permanent employmentFull timeWork at officeLocal area- As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including...
- Next Frontier Capital is seeking a Private Client Investment Associate to provide client service and operational support within J.P. Morgan Wealth Management. This role focuses on facilitating operational requests and maintaining relationships with clients while ensuring...
$90k
...investment firms, offering clients 24/7 coverage through... ...quickly. The Survey Associate position is a key... ...updated on progress. Managing Projects: You will coordinate... ...-oriented, client-servicing environment Superior writing... ..., and how Surveys support their workflow Proven...Flexible hours$22 per hour
...Client Service Associate This position will have 90-days of in-person training at the SAGE office at... ...Client Service Associates to provide support for admitting clients to SAGE by: Appointment... ...orientated individual who is able to manage multiple projects at once in a fast-...Hourly payFull timeWork at officeRemote workWork from homeMonday to Friday- ...About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive... ...someone looking to grow a career in client services, account management, or customer success. Location: Los Angeles, CA...Full time
$35.15k - $90k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions... ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone...Temporary workWork at officeLocal area$25 - $37 per hour
...Bank Of America Client Service Support At Bank of America, we are guided by a common purpose to help make financial lives better through the... ...support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client...Hourly paySeasonal workWork at officeShift workDay shift$80k - $95k
...Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW’s alternative investment... ...a broad range of responsibilities, including managing client inquiries and requests, preparing...Work at officeRemote work$55k - $88k
...opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management’s core values and culture as... ...and the team. The Branch Service Manager (BSM) is a player-... ...where applicable Leaders who support your development through...Full timeWork at officeFlexible hours- ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help... ...and Responsibilities Client Support Cultivate and enhance new and existing... ...in firm initiatives directed by local management Regularly seek opportunities to...Work at officeLocal area
$20 - $27 per hour
...Premier Client Services Associate We are currently seeking a Premier Client Services Associate. The Client Services Associate... ...will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client...Work at office$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready... ...service delivery, and a strong client experience. You will support daily operations, assist with inquiries, maintain accurate...Full timeWork at office$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members. Demonstrates... ...-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with...Work at office
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