Licensed Wealth Client Services Associate
Citibank (Switzerland) AG
Citibank (Switzerland) AG seeks a Licensed Client Service Associate to support wealth management teams in Fountain Valley, CA. The role emphasizes compliant client service, data-driven decision making, and strong communication with Citi's client base. Candidates should have 2–5 years of relevant experience, knowledge of investments and banking products, and a Series license; a Bachelor's degree is required. This is a full-time, on-site position in a regulated, client-facing environment. #J-18808-Ljbffr Citibank (Switzerland) AG
- Citi is hiring a Licensed Client Service Associate in Fountain Valley, California, to deliver wealth management services with guidance from Banker teams. The role requires thoughtful risk assessment, adherence to laws and Citi policy, and clear communication in a client...Suggested
- Bank of America Merrill Wealth Management in Newport Beach seeks a Client Service Associate to support multiple Financial Advisors. You will act as the primary client contact, guiding service needs and ensuring timely, accurate materials. You will educate clients on bank...Suggested
$65k - $85k
...is an award-winning financial services firm providing a broad scope... ...nationwide. The company’s distinct wealth management brand applies to a... ...businesses, and corporate clients. These services include... ...preferred. Series 7, 66, 63/65 licenses, and CA Insurance License not...SuggestedFull timeInternshipMonday to FridayFlexible hours$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...and Series 65 (RA) requiredAdditional product licenses may be requiredKnowledge/SkillsStrong...SuggestedTemporary workWork experience placementLocal area$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedTemporary workWork at officeLocal 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...
$50k - $60k
...and verbal communication Job Description Job Description Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent...Work at office$68.6k - $97.4k
...Advisors provides personalized wealth management, investment... ...financial planning, and related services to individuals, families, businesses... ...we are committed to helping clients achieve their financial goals... ...full-time Client Service Associate position at our Irvine, CA...Full timeWork at officeFlexible hoursNight shift$64.1k - $88.1k
...Job Title Registered Client Service Associate Company Overview We're a diversified financial services leader with more than $1.5 trillion... ...to obtain within 150 days. ~ Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days....Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- ...HUB SERVICE TEAM OPPORTUNITY In a rapidly changing world, HUB advises businesses and... ...tailored insurance solutions that put our clients in control. Our growing team of... ...related benefits experience are currently licensed in good standing, or willing to obtain insurance...Local areaFlexible hours
- ...currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the...Work at office
$23 - $26 per hour
...legally bound to act in our clients' best interests —... ...size, growth, service quality, technology, succession... ...of a Client Service Associate I is to provide excellent... ...from team members and Wealth Management leaders.... ...education, skills and licenses/certifications. This...Temporary workSecond jobWork at officeLocal areaMonday to FridayFlexible hours$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...Series 65 (RA) required Additional product licenses may be required Knowledge/Skills Strong leadership...Full timeTemporary workWork experience placementLocal area- ...Wealth Management Client Associate Newport Beach, California To proceed with your application, you must... ...and investment products and services for individuals, companies, and institutions... ...Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary...Seasonal workWork at officeWork from homeShift workDay shift
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...the Advisors with ongoing wealth planning for clients and referral... ...A valid and active Series 7 license is required or may be...
- ...DESCRIPTION Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help... ...our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests...Work experience placementWork at office
$25 per hour
...Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands-on experience working directly with attorneys...Hourly payFull timeWork at officeMonday to Friday- ...seeking a Portfolio Management Associate to support Financial Advisors and Private Wealth Advisors with financial plans and... ...investment strategies, leveraging a client-first mindset. The role requires... ..., and update client objectives; licenses and a 4-year degree preferred....
$25 per hour
Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands-on experience working directly with attorneys...Hourly payFull time$25 - $44 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading... ...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $44 per hour
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management... ...Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide... ...complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests...Work experience placementWork at office
$50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Newport Beach, CA....Local area- An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity... ...in handling the day-to-day client management on behalf of the... ...culture preferred Certificates, Licenses, Registration Series 7 and 63...
- ...Senior Client Service Associate At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll work closely with colleagues to ensure...Work experience placementWork at officeLocal areaShift work
$65k - $75k
...management systems up-to-date with client information educate clients on account services and capabilities help with the... ...activities Work with the Stumpo Sikorski Wealth Management team at the Seal Beach... ...Qualifications Series 7 and 66 licenses (for registered CSAs only)...Full timeWork at office$68.64k
J.P. Morgan Wealth Management - Private Client Advisor - Orange and Anaheim, CA Job Information Job Identification... ...delivering extraordinary customer service while maintaining a strong... ...valid and active Series 66 (63/65) license is required or must be obtained within...Full time$22.68 per hour
...Type FT Non-Exempt Description Overview Client Support Associate will drive between Scattered Site... ...provide general support and customer service for bridge housing guests including coordinating... ...years of age, have a valid CA Drivers License, and must pass a Motor Vehicle Report...Flexible hoursNight shift- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...and active Series 66 (63/65) license is required or must be...
$130k - $210k
...Orange County and a long-standing reputation for high-quality client service Build your construction defect practice with hands‑on case... ...flexibility for more senior candidates. Note Candidates must be licensed to practice law in California and must have at least 1 year...Full timeRemote work
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