Registered Client Service Associate - Wealth & Estate Planning
Tamar Securities, LLC
TAMAR SECURITIES, LLC is seeking a Registered Client Service Associate to deliver exceptional financial services to high-net-worth Clients. You will be the primary contact between clients and advisors, handling onboarding, estate planning inquiries, and investment options. This role requires a Bachelor's Degree and Series 65; in-person at Woodland Hills, CA. Competitive compensation and comprehensive benefits are offered. #J-18808-Ljbffr Tamar Securities, LLC
$35.15k - $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... ...against their business plan and client service model Remaining...SuggestedTemporary workWork at officeLocal areaWork visa- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships with clients, handling routine inquiries, and processing...Suggested
$35.12k - $90k
POSITION SUMMARYSenior 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... ...delivering against their business plan and client service modelRemaining...SuggestedTemporary workWork at officeLocal areaWork visa- ...Trust in Los Angeles is seeking a skilled asset servicing professional to manage a base of wealth management clients, coordinate account administration, and... ...will develop knowledge of advisory services, estate planning, and banking products while collaborating with...Suggested
$35.9 per hour
...Description Merrill Wealth Management is a leading... ...products and services for individuals, companies... ...management, including planning for retirement, education... ...Wealth Management Client Associates help clients pursue the... ...originations must register with the federal registry...SuggestedHourly payTraineeshipWork experience placementWork at officeShift workDay shift- Morgan Stanley in the United States seeks a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing money movements, and maintaining accurate account information. The role requires exceptional...
$22.5 - $27 per hour
...Feinberg Stein Financial Services is an established boutique wealth management... ...and institutional clients. We leverage decades... ...a Client Service Associate to provide exceptional... ...of financial planning and advisory landscape... ..., we operate as a registered investment advisor...Hourly payPermanent employmentPart timeWork at officeLocal area$34.32k - $90k
...Job Description Client Service Associates provide exceptional service to our clients... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...transactions and handling estate needs as examples Input orders... ...Prepare financial plans, client reports, and other materials...Full timeTemporary workWork at officeLocal area$71.6k - $101.6k
...Advisors provides personalized wealth management, investment advisory, financial planning, and related services to individuals, families,... ...we are committed to helping clients achieve their financial goals... ..., on-site Client Service Associate position at our Los Angeles...Full timeWork at officeFlexible hoursNight shift$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo... ...IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals...Work at office$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through regular interactions... ...) Assist FAs teams in delivering against their business plan and client service model Remaining current on all...Temporary workWork at officeLocal 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...
- Registered Client Service Associates at Morgan Stanley provide exceptional service to our clients and support Financial Advisors daily. By engaging with clients you build trusted relationships and help with their routine needs in a client-first environment. You will handle...
$35.15k - $90k
...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... ...delivering against their business plan and client service model Remaining...Full timeTemporary workWork at officeLocal area$55k - $88k
...Branch Service Manager Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving... ...disability insurance; and paid time-off plan. RBC's compensation philosophy and...Work at officeFlexible hours$55k - $88k
...opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and... ...and the team. The Branch Service Manager (BSM) is a player-coach... ...disability insurance; and paid time-off plan. RBC's compensation philosophy...Full timeWork at officeFlexible hours- Bank of America is seeking candidates for the Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) in Los Angeles. The role... ...'s Advisor Development Program, focusing on client service support to Financial Advisors and earning securities licenses...Traineeship
- Client Service AssociatePosition OverviewThe Client Service Associate will provide high-quality administrative and client-facing support to advisors and relationship managers in a wealth management environment. The role focuses on delivering exceptional client service,...Work at office
$28 - $45 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management... ...and investment products and services for individuals, companies,... ...management, including planning for retirement, education, legacy... ...and Wealth Management Client Associates help clients pursue the life...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$55k - $88k
...Branch Service Manager Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving... ...disability insurance; and paid time-off plan. RBC's compensation philosophy and...Work at officeFlexible hours$80k
...growing and most influential independent wealth and investment management firms in the... ...We are a dynamic, entrepreneurial, and client-focused firm committed to delivering an... ...exceptionally detail-oriented Client Services Associate to join our growing team. This is an opportunity...Work at officeMonday to Friday- Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and deliver exceptional service to clients in a fast-paced banking environment. The role emphasizes client advocacy, operational excellence, and adherence to bank...
$55k - $75k
Client Service Associate, Account Processing Wedbush Securities is one of the largest securities firms andinvestment banks in the nation. We provide innovative financialsolutions through our Wealth Management, Capital Markets, Futures andAdvanced Clearing & Prime Services...Work at officeImmediate start$325k
...OFFICE***We are a full service law firm helping... ...standard of client service. Talented... ...a Senior Trusts & Estates Attorney to join our firms Private Wealth group. The ideal candidate... ...on estate planning, trust formation and... ...junior attorneys and associates, and support...Work at office- UBS is seeking a Client Associate in Los Angeles to support the Private Wealth Management team by maintaining client records, educating clients on account services, and preparing materials for meetings. You will handle documentation for new accounts, provide day-to-day...
$85k - $120k
...experience in the Private Wealth Management business and are... ...delivering an exceptional client experience and ready to help... ...We're looking for a Senior Registered Client Associate to:• Take ownership of all... ...Advisors in the day-to-day servicing of client relationships• provide...Full timeFlexible hours$34.62 - $52.4 per hour
...role:Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of... ...Financial Advisor(s) with sales, service, and operational related activities... ...an overview of the following benefit plans and programs offered to employees.Health...Ongoing contractFull timeWork experience placementWork at officeImmediate start$98.35k - $115.7k
...all from Day One.Job DescriptionThe PWM Associate Client Services Team Leader / Manager is responsible... ...a team of PWM Associates who support Wealth clients and Wealth Advisors across Private... ...and client outcomes.Support capacity planning, workload balancing, coverage...Full timeLocal area- ...Jobot seeks a Sr. Estate Planning Attorney in Los Angeles to lead sophisticated private client matters and mentor junior attorneys. You will manage complex wealth-transfer projects, collaborate with tax and business teams, and actively engage in client relationships...
- ...seeking an attorney specializing in private wealth and trusts for a Los Angeles-based role. The candidate will draft estate planning documents and assist with tax matters,... ...while performing legal research and preparing client memos. You will collaborate with senior attorneys...
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