Wealth Client Associate: ,
$75k - $85kUBS Financial Services Inc.
UBS is seeking a dedicated professional for a client service role in Pasadena, California. The successful candidate will manage client information and assist in providing tailored financial solutions for high net worth clients. The role requires strong communication skills and experience in client service within the finance sector. Salary ranges from $75,000 to $85,000 annually, with responsibilities including client education and team marketing support. #J-18808-Ljbffr
- Fairygodboss is seeking a Private Client Investment Associate to support Advisors in Wealth Management. This role involves client service, operational marketing, and relationship management, ensuring comprehensive support to clients. Applicants should hold a Series 7 license...Suggested
$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 power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities,...SuggestedHourly paySeasonal workWork at officeShift workDay shift$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 with clients, individuals in this role build trusted relationships. Leading...SuggestedTemporary workWork at officeLocal area- Northern Trust Corp is seeking a Wealth Strategist Sales Associate in Los Angeles to respond to personal financial planning inquiries and prepare materials for client meetings. The role requires 1-3 years of client servicing experience and strong organizational skills....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
$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 requests...Hourly pay- ...J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
- JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Los Angeles. This role includes providing client service, operational marketing... ..., build client relationships, and assist with ongoing wealth planning, supporting compliance requirements and...
- At J.P. Morgan Chase, we are committed to helping our clients, taking care of our employees, building relationships, and delivering... ...diversity and inclusion. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
- ...are dedicated to delivering extraordinary customer service while supporting our diverse workforce. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing, and administrative support to Private...
- JPMorganChase is seeking a Private Client Investment Associate in Los Angeles, California. The candidate will provide client service and operational marketing support to Private Client Advisors in Wealth Management. Responsibilities include supporting advisors' operations...
$75k - $85k
...people? Responsibilities Keep management systems up-to-date with client information Educate clients on account services and capabilities... ...max USD 85000 /annum About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also...Full timeWork at office$50k - $88k
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and... .... Merrill’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$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$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$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...- JPMorgan Chase & Co. is looking for a Private Client Investment Associate in Los Angeles, California. In this role, you will support client service and operational marketing, assisting Private Client Advisors with their book of business and maintaining client relationships...
$15k
...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...At least two years previous experience as a Registered Client Associate Post‑Secondary education preferred Solid technology skills (Microsoft...Hourly payWork experience placementWork at officeLocal area- ...an example of how you deliver exceptional client service. 2-How do you ensure accuracy... ...We're looking for a Registered Client Associate to: Keep management systems up to date... ...team You'll be working in the Private Wealth Management desk in Los Angeles. Our team...Work at officeFlexible hours
$34.62 - $52.4 per hour
...Senior Registered Client Associate in Wealth and Investment Management Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs...Ongoing contractWork experience placementWork at officeImmediate start$80k - $100k
Client Associate - Wealth Management for Professional Athletes Salary: $80,000 - $100,000 per year. A boutique wealth management firm specializing in serving professional athletes and high‑net‑worth clients is seeking a Client Associate to join its growing team. This role...Work at officeLocal areaFlexible hours$70k - $76k
...Client Solutions Associate FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing... .... Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve...Work at officeWorldwideFlexible hours- ...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
$20 - $27 per hour
...Senior Premier Client Services Associate We are currently seeking a Senior 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...Work at office$34.32k - $90k
...Client Service Associate 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 interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- ...+ experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program... ...of other Bank products and services, particularly those of Wealth Management. Maintain a strong working knowledge of current economic...
- ...currently 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...Work 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$215k - $290k
...service boutique firm looking for a mid/senior level Private Client Services Associate to join their LA office! This Jobot Job is hosted by:... ...expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and...Full timeWork at officeLocal area$65k - $75k
...Responsibilities Keep management systems up to date with accurate client information. Educate clients on account services and... ...Qualifications Series 7 and 66 licenses required (Registered Client Associate). Must obtain required FINRA registrations within 180 days of hire...Full timeWork at office
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