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
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...Job Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services practice in... ...opportunity for an attorney interested in sophisticated estate planning, wealth transfer planning, tax strategy, trust and estate administration...SuggestedFull timeTemporary workPrivate practiceWork at officeRemote workFlexible hours$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...SuggestedHourly 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...SuggestedFull timeTemporary workWork at officeLocal area$75k - $85k
About Wealth Enhancement Wealth Enhancement is an independent... ...the lives of our clients. We continually seek... ...financial planning with our team-based Roundtable... ...investment management services to over 90,000 households... ...Sr Client Service Associate ! In this role, you...SuggestedFull timeTemporary workWork at officeFlexible hoursNight shift$35.15k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor... ...Assist FAs teams in delivering against their business plan and client service model Remaining current on all policies...Temporary workWork at officeLocal area$34.32k - $90k
...DescriptionPOSITION SUMMARYRegistered Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...in delivering against their business plan and client service modelRemaining current...Temporary workWork at officeLocal area- ...UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment. Ideal candidates hold Series 7/66 licenses (for CSAs)...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$85k - $90k
...Client Service Associate Our client is an SEC-registered RIA based in Burbank, CA, managing over $400 million in assets for approximately 400 client households... .... We provide high-touch, personalized financial planning and investment management, and we hold our team to...Full timeSummer workWork at office$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... ...full-time 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- Job Overview A law firm seeks a Private Client Services Associate in Los Angeles, California. This full-time, in... ...on complex domestic and international tax, wealth transfer, and succession structures. Engage in estate planning, privacy structures, and tax planning. Collaborate...Full timeWork at officeFlexible hours
$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
...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$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 culture... ...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$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$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$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$80.1k - $128.16k
...and a stronger community of associates united by our mission. At Capital... ...values every day: Integrity, Client Focus, Diverse Perspectives,... ...succeed as a Private Client Service Associate at Capital Group.”... ...in execution of PWAs business plan, including accomplishing...Full timeTemporary workLocal areaFlexible hours- ...RBC Wealth Management in Beverly Hills is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle account inquiries, onboarding, documentation, and timely processing of transfers and trades in a fast-paced, compliant...
$65k - $85k
...Your role Are you truly service oriented? Do you know how to... ...people? We’re looking for a Registered Client Associate to: keep management systems... ...accounts and service requests plan team marketing events and... ...a leading and truly global wealth manager and the leading universal...Full timeWork at officeFlexible hours$55k - $75k
...Responsibilities Are you truly service oriented? Do you know how... ...We’re looking for a Registered Client Associate to: keep management systems... ...accounts and service requests plan team marketing events and maintain... ...You’ll be working with a Wealth Management team in Los...Full timeWork at officeFlexible hours$49.5k - $77k
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$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- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
$20 - $23 per hour
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...opportunity? Embrace RBC Wealth Management’s core... ...financial advisors and our clients. Job Description... ...clients. As a Client Associate/Registered Client Associate, become... ...organizational, and client service skills Attention to... ...; and paid time-off plan. RBC’s compensation...Full timeFlexible hours
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