Client Services Associate: Benefits & Growth
Arthur J. Gallagher & Co. (AJG)
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 in the Document Management System. The ideal candidate has a high school diploma, one year of experience, and proficiency in Microsoft Office. The role offers comprehensive benefits including medical, dental, and a 401(K) plan. #J-18808-Ljbffr Arthur J. Gallagher & Co. (AJG)
- Capital Group in Los Angeles is looking for a Private Client Service Associate to manage client inquiries and ensure exceptional service. In this... ...solving skills. The position offers competitive salary and benefits as part of an inclusive work culture. #J-18808-Ljbffr...SuggestedFlexible hours
$55k - $85k
...Description This position is for an client service associate/manager (series 7 licensed or unlicensed... ...· Commitment to the company's growth, as well as professional and personal... ...: $55,000.00 - $85,000.00 per year Benefits: ~401(k) ~401(k) matching ~ Dental...SuggestedFull timeWork at officeShift work$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...SuggestedFull timeWork at office$80.1k - $128.16k
...Private Client Service Associate You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic... ...provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in...SuggestedTemporary workLocal areaFlexible hours- ...seeking a Wealth Strategist Sales Associate in Los Angeles to respond to... ...inquiries and prepare materials for client meetings. The role requires 1-3 years of client servicing experience and strong... ...position offers a comprehensive benefits package and a collaborative work...Suggested
$100k - $120k
Senior Client Service Associate An established, nationally recognized wealth management firm providing comprehensive investment, financial planning... ...Outlook. BA/BS in finance or a related field preferred. Benefits Coverage on the first day of employment for medical,...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... ...offers a competitive salary of $100,000 - $120,000 plus benefits, including medical, dental, and vision insurance. #J-18808...Work at office- AscendHire is seeking candidates for a client service position located in Los Angeles, California. The role involves assisting financial... ...detail and knowledge of financial products are essential. Competitive compensation and benefits offered. #J-18808-Ljbffr AscendHire
$33.28k - $85k
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity...Temporary workWork at officeLocal area- ...At Gallagher, we help clients face risk with confidence because... ...we’re looking for a Client Service Associate to join our Commercial team... ...that values collaboration, growth, and service excellence.... ...relationships. Compensation and benefits We offer a competitive...Full timeWork experience placementLive outWork at officeLocal areaFlexible hoursShift work
$215k - $290k
...Top full-service boutique firm looking for a mid/senior level Private Client Services Associate to join their LA office! This Jobot Job is hosted by: Monica Feltz Are... ...recognized thought leaders Strong comprehensive benefits and compensation package Commitment to a...Full timeWork at officeLocal area- ...possess strong drafting and negotiation skills. This role offers competitive compensation, benefits including a health plan and 401(k) contributions, and excellent opportunities for career growth within a supportive legal team. #J-18808-Ljbffr Lawyers for Justice, P.C.Contract work
$114k - $150k
...collaborative culture and exceptional client service. The Role Associate based in Los Angeles, part of the... ...develop corporate and vertical‑specific growth strategy. Build & update financial... ...000 - $150,000 in Los Angeles, plus benefits and discretionary bonus. Salary...Permanent employmentWork experience placementWork at officeLocal areaRemote workMonday to Thursday$56k - $102k
BNY is seeking a Senior Associate, Fund/Client Accounting to conduct accounting services for clients, including determining net asset values and preparing reports.... ...0 and $102,000 per year along with comprehensive benefits in a strong culture of excellence. #J-18808-Ljbffr...- Job Description We are 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...Work at office
- 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...Work at office
- Bachelors Degree and Min 2 years + experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal...
$70k - $80k
Your role Are you truly service oriented? Do you know how to take care of people? Responsibilities... ...keep management systems up-to-date with client information educate clients on account... ...designed for them. As a Client Associate, you’ll play an important role in client...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...$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$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$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work at office$71.87k - $114.8k
...day-to-day interaction with clients of the Commercial, Specialty... ...combinations of products and services for their individual situation... ...evaluate new opportunities for growth in relationships and... ...bonus and/or commissions. Benefits and Perks At City National...Full timeImmediate startRemote work- 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...
- ...recognized as one of FORTUNE's 100 Best Companies to Work For since 2014. We offer a comprehensive benefits package, including healthcare, paid time off, career growth opportunities, and a 25% dining discount for you and your party. If you're a dependable leader with...
$20 per hour
A pest control service provider is seeking a Customer Service Specialist in Los Angeles, CA. In this role, you’ll handle customer scheduling... ...environment. You will receive training and comprehensive benefits including medical, dental, and competitive pay starting at $20....$65k - $70k
2026 Client Services Associate The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world.... ...agencies in marketing today by helping them to capitalize on the benefits of programmatic advertising in digital media. The CS...Full timeTemporary workJanuary startLocal areaWork visa$34.32k - $90k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)... ...offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity...Full timeTemporary workWork at officeLocal area$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... ...positive disposition seeking growth and opportunity to expand the...Local area$34.32k - $90k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor... ...offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity...Full timeTemporary workWork at officeLocal area
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