Wealth Client Associate — Elevate Service & Growth
JPMorganChase
JPMorganChase in Los Angeles seeks a Client Associate within the JPMorgan Advisors team. You will support Financial Advisors and clients, delivering personalized wealth management solutions and building lasting client relationships. You will work with Advisors across planning, banking and digital offerings, assisting with onboarding, account maintenance and tailored investment guidance in a fast-paced environment backed by global resources of a leading financial firm. #J-18808-Ljbffr JPMorganChase
- ...Trust in Los Angeles is seeking a skilled asset servicing professional to manage a base of wealth management clients, coordinate account administration, and partner... ...internal teams to identify opportunities for relationship growth. #J-18808-Ljbffr Northern Trust Corp.Suggested
- ...Jobot is seeking a Client Associate for a top wealth management firm in Los Angeles. You will support financial advisors, manage client onboarding, and help deliver high‑touch service to families. A Bachelor’s degree is required and a Series 65 is expected or pursued....Suggested
- 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...Suggested
- 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
$55k - $75k
Client Service Associate, Account Processing Wedbush Securities is one of the largest... ...through our Wealth Management, Capital Markets... ...foundation of our consistent growth. Our Correspondent Services... ...No DAML, CDC)and resolve or elevate as needed Manage returned mail...SuggestedWork at officeImmediate start$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 basis. Through regular interactions with clients, individuals in this role build...Temporary workWork at officeLocal areaWork visa$34.32k - $90k
POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular interactions with clients, individuals in this role build trusted...Temporary workWork at officeLocal area- 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...
$28 - $45 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management... ...and investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the life... ...continuous learning and professional growth Exhibits sound judgment...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Wealth Management Client Associate Pasadena, California To proceed with your application, you must be... ...management and investment products and services for individuals, companies, and... ...continuous learning and professional growth Exhibits sound judgment and discretion...Seasonal workWork at officeWork from homeShift workDay shift
- Build your wealth management experience while making a meaningful contribution to new client relationships. Join the JPMorgan Wealth Management... .... As a Client Specialist Associate within the JPMorgan Wealth... ...appropriate wealth management services and resources. Through this...Work at office
$25 - $44 per hour
...job Job Description: Merrill Wealth Management is a leading... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...continuous learning and professional growth Exhibits sound judgment and...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- TravisMathew in Los Angeles seeks a Client Associate to support in-store sales and deliver exceptional service. You will engage clients, build repeat business, and stay informed about current apparel lines, fabrics, and uses. The role involves CRM engagement, events participation...Seasonal work
- A leading investment research firm in Los Angeles is looking for a Client Services Associate for their Surveys team. This role involves executing surveys, providing client feedback, and managing expert panels. The ideal candidate will have strong communication skills, a...Remote job
$96k - $127k
Join Third Bridge Group in Los Angeles as a Client Services Associate. You will play a crucial role in finding and engaging industry experts to provide insights for our clients, often under tight deadlines. This position offers a dynamic environment where you’ll develop...$22.5 - $27 per hour
...Feinberg Stein Financial Services is an established boutique wealth management fiduciary advisory... ..., and institutional clients. We leverage decades of historic... ...for a Client Service Associate to provide exceptional... ...and requirements. Room for growth. What You’ll Bring:...Hourly payPermanent employmentPart timeWork at officeLocal area$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking... ...strategic insight with human-centered growth solutions. Our mission is simple: to help...Full timeWork at office$70k - $110k
...Jobot is seeking a Client Associate for a top wealth management firm in Pasadena, CA. The role supports families with high-touch, client-centric wealth... ...ll work with teams across the firm to deliver thoughtful service and trusted guidance. Salary ranges from $70,000 to $110,...- J.P. Morgan Advisors in Los Angeles, CA is seeking a Client Associate to deliver personalized wealth management support to ultra-high net worth clients. You... ...Management platform, ensuring high-quality client service and seamless onboarding, while contributing to a culture...
$60.5k - $90k
EP Wealth Advisors (EPWA) is a wealth management... ...opportunities for our associates to learn, grow and enhance... ..., retention, and growth of client relationships. You... ...executed within defined service level agreements... ...support resources and/or elevate as appropriate to management...Temporary workWork at officeFlexible hours- ...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...learning and professional growth Exhibits sound judgment...Seasonal workWork at officeWork from homeShift workDay shift
- Capital Group is seeking a motivated student for the Client & Product Track Associate role in Los Angeles. The two-year, three-rotation program provides... ...across teams to drive client outcomes and business growth. We welcome relationship-oriented, analytical, and proactive...
- ...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...
- ..., Vision, Medical, 401(k) Overview We are seeking a Senior Client Service Associate to provide high-touch operational and client support within... ...experience in a similar role within investment management, wealth management, or a broker-dealer environment Strong understanding...Work at office
$18 - $19 per hour
...Overview Provides office, mail, and customer service support. Handles mail distribution,... ...Range $18 - $19 USD What We Offer Career Growth: An opportunity to enter a job that allows... ...Bonuses: Are available for employee and client referrals for current employees. Benefit...Full timeTemporary workPart timeImmediate start$85k - $120k
...experience in the Private Wealth Management business... ...an exceptional client experience and ready to... ...Senior Registered Client Associate to:• Take ownership of... ...Advisors in the day-to-day servicing of client... ...overall efficiency and growth of the teamThe teamYou...Full timeFlexible hours$20 - $30 per hour
...opportunities, and our sustained growth and expertise in... ...and expand our associates’ potential for career advancement... ...seeking Private Client Associate who will be responsible... ...to achieve sales, service, and operational... ...ID: 2026-13523Category: Wealth ManagementPosition Type...Full timeFlexible hours- ...Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they... ...your chance to be part of a team that values collaboration, growth, and service excellence. Here's what you'll do:...Work experience placementWork at officeLocal areaShift work
$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the... ...Great communication skills · Commitment to the company's growth, as well as professional and personal growth Responsibilities...Full timeWork at officeShift work- ...financial solutions through our Wealth Management, Capital Markets... ...Advanced Clearing & Prime Services divisions. Headquartered in... ...of our consistent growth. Our Correspondent Services... ...has an immediate need for a Client Service Associate. This position will be responsible...Full timeWork at officeImmediate start
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