Client Services Associate: Rapid Outreach & Growth
$96k - $127kThird Bridge Group
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 essential sales, negotiation, and relationship-building skills. The total first-year salary ranges from $96,000 to $127,000, inclusive of a base salary of $75,000 and an uncapped performance bonus. Enjoy comprehensive benefits, a good work-life balance, and opportunities for clear career progression. #J-18808-Ljbffr Third Bridge Group
- Third Bridge Group is seeking a motivated Client Services Associate to drive outreach, schedule expert calls, and deliver critical insights for clients on tight deadlines. You’ll build commercial awareness and business acumen, with opportunities to advance into management...Outreach
- 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...SuggestedRemote job
$79k - $99k
...office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Woodland Hills, CA might include the following: Works... ...another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put...SuggestedWork at officeLocal areaVisa sponsorship$80k
...We are a dynamic, entrepreneurial, and client-focused firm committed to delivering an... ...and exceptionally detail-oriented Client Services Associate to join our growing team. This is an... ...creating opportunities for meaningful career growth. We foster a collaborative,...SuggestedWork at officeMonday to Friday$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready... ..., we combine strategic insight with human-centered growth solutions. Our mission is simple: to help individuals and companies...SuggestedFull timeWork at office- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
$90k
...0 investment firms, offering clients 24/7 coverage through our team... ...and quickly. The Survey Associate position is a key enabler in... ...driven, process-oriented, client-servicing environment Superior writing... ...negotiation. Fast-track your growth: there is clear career...Flexible hours$102k
Hackajob is seeking an Associate for Third Bridge Group to connect with industry experts. This role offers a competitive salary... ...environment. This position provides opportunities for rapid career development, a client-facing experience, and comprehensive benefits including...- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive... ...compensation Paid training and ongoing support Clear growth path into Account Coordinator, Account Manager, or Customer...Full time
- ...individuals to join a team in a financial services position aimed at protecting families.... ...your personal commitments. Opportunity for Growth: Grow with a company that values your... ...work, ensuring that every interaction with clients is based on honesty, transparency, and trust...Remote workWork from home
$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$77k - $102k
Third Bridge in Los Angeles is hiring a Client Services Associate to drive client engagement and expert insights. This role emphasizes fast-paced... ...with top clients in private equity and consultancy, with opportunities for rapid career advancement. #J-18808-Ljbffr 慨正橡扯$265k - $320k
An established firm based in Los Angeles, California with over 65 years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join their team in a full-time onsite capacity. This role will focus on estate planning, advanced gift, estate...Full time$70k - $80k
...Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports...Full timeWork at officeFlexible hours$34.32k - $90k
...POSITION SUMMARY 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 area- ...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 - $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- A client services firm in Los Angeles seeks a Client Services Associate to enhance client relationships and ensure positive experiences. In this role, you'll manage accounts... ...compensation, training, and opportunities for growth into account management roles. #J-18808-Ljbffr...
$79k - $99k
...office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Woodland Hills, CA might include the following: Works... ...another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put...Work at officeLocal areaVisa sponsorship- ...Treasury Management Client Services Associate The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services. This role serves as a key point of...Work at officeLocal areaRemote work
$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$34.32k - $90k
...Client Service Associate 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 build trusted relationships...Temporary workWork at officeLocal area$20 - $27 per hour
...Premier Client Services Manager We are currently seeking a Premier Client Services Manager. The Premier Client Services Manager will under... ...training with three years of customer service experience. Or Associate's degree in related field with two years of customer service...Work at office$50k - $62k
...support professional in Los Angeles, CA. The role focuses on managing front-desk activities and ensuring professional service is delivered to clients and staff. With responsibilities ranging from reception coverage to conference room management and administrative tasks...Work at office$80k - $95k
Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW’s alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries...Work at officeRemote work$96k - $127k
Third Bridge is looking for a Client Services Associate based in Los Angeles, California. This role offers a career launchpad for ambitious individuals who thrive in fast-paced, target-driven environments. As an Associate, you will engage industry experts to deliver insights...- Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions for the world’s top investors and business leaders. We combine human insights and unique investor‑led content into a global...Full timeWorldwideFlexible hours
- AscendHire is seeking candidates for a client service position located in Los Angeles, California. The role involves assisting financial advisors by providing day-to-day operational support for Investment Advisory Program accounts and brokerage accounts. Qualified candidates...
- 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 with clients, the role builds trusted relationships. The candidate will have strong interpersonal skills to...Temporary workWork at officeLocal area
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