Hybrid Wealth Client Services Associate
$52k - $67kNFP Corp
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. This full-time role involves scheduling tasks, processing service requests, and maintaining client relations. The position offers a competitive salary range of $52,000-$67,000, along with comprehensive benefits and a supportive PeopleFirst culture. #J-18808-Ljbffr NFP Corp
- 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
$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...SuggestedFull timeWork at office$50k - $70k
...Shield Group is looking for a motivated Service Representative in Glendale, California. This... ...information and assessments to a client base of healthcare professionals, supporting... ...managing client interactions. The role offers a hybrid work location with competitive...SuggestedFull timeWork 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 with clients, individuals in this role build trusted relationships. Leading...SuggestedTemporary workWork at officeLocal area$70k - $76k
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...Full timeFlexible hours$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$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...$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...$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$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 interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- ...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
- ...supports the lead advisor and team (3) with account management and client service needs. As a member of an advisory team, each member works... ...Monday through Friday 8:30 am – 5:00 pm with opportunity to work hybrid on Friday. DUTIES AND RESPONSIBILITIES: Manage portfolio...Work at officeMonday to Friday
$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- Join a leading global financial services company as an Associate in Fund Client Accounting. This hybrid role in Los Angeles offers a unique opportunity to impact clients by managing accounting services for complex funds. You'll collaborate with a talented team to ensure...
$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$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... ...many choose to work at Raymond James - and why they stay. #J-18808-Ljbffr BBF WealthWork experience placementWork at office- ...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
$70k - $80k
Your role Are you truly service oriented? Do you know how to take... ...management systems up-to-date with client information educate clients... ...ll be working as part of UBS Wealth Management Americas in the... ...for them. As a Client Associate, you’ll play an important role...Full timeWork at office$55k - $65k
...market investment bank and full service broker‑dealer. With roots... ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los... ...to‑day operations of a growing wealth management practice. This role...Local area- ...experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed... ...other Bank products and services, particularly those of Wealth Management. Maintain a strong working knowledge of...
$215k - $290k
...hosting this job. Compensation based on experience. Private Client Services Attorney/Associate $215,000 - $290,000 per year | Los Angeles, CA | On-Site... ...in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth...Permanent employmentFull timeWork at officeLocal area$45k - $85k
A leading financial services firm in Los Angeles is seeking a Registered Client Service Associate to join their dynamic team. This role involves providing high-quality administrative... ...offers a salary range of $45,000-$85,000 and includes various benefits. #J-18808-Ljbffr BBF Wealth- 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...
- ...Chase, we are committed to helping our clients, taking care of our employees,... ...and 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...
$20 - $26.44 per hour
...tailored insurance solutions that put our clients in control. Our growing team of... ...others POSITION SUMMARY: In the Client Service Associate role, the successful candidate thrives... ...documentation standards. *Position can be a hybrid role (a few days in the office and a few...Full timeWork at officeLocal areaFlexible hours$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$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$45k - $85k
...Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...Work experience placementWork at office- Arthur J. Gallagher & Co. (AJG) in Glendale, CA is seeking a Client Associate who will support account teams in delivering exceptional service. You will learn about the employee benefits Client Service Cycle, participate in client interactions, and help maintain records...Work at office
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