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
- 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
$18 - $19 per hour
...Client Services Associate Culver City, California, United States Job Overview: Provides office, mail, and customer service support. Handles... .... Pay Range $18 - $19 USD What We Offer: Career Growth: An opportunity to enter a job that allows you to learn new...SuggestedFull timeTemporary workPart timeImmediate start$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$85k - $90k
...Client Service Associate Our client is an SEC-registered RIA based in Burbank, CA, managing over $400 million in assets for approximately 4... ...responsibilities evolve over time based on business needs and individual growth opportunities Compensation range: $85,000$90,000...SuggestedFull timeSummer workWork at office$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...SuggestedFull timeWork at officeShift work$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,...Work at officeMonday to Friday$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- 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
$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$80.1k - $128.16k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...ones “I can succeed as a Private Client Service Associate at Capital Group.”As the...Full timeTemporary workLocal areaFlexible hours- 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...
$20 - $30 per hour
...Senior Client Services Associate East West Bank is currently seeking Senior Client Services Associate who will be responsible for supporting the Private Bankers and Private Client Advisors within the Private Banking Department to achieve sales, service, and operational...Flexible hours$80k - $100k
...Client Services Associate 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...Work at officeRemote work$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$20 - $27 per hour
...Senior Premier Client Services Associate We are currently seeking a Senior Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting...Work at office- ...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...Remote work
$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...Temporary workWork at officeLocal area$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$85k - $105k
...Manhattan West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent... ...traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and...Full timeWork at officeLocal area$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- 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...
$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- Job Overview A law firm seeks a Private Client Services Associate in Los Angeles, California. This full-time, in-office position requires 5-9 years of experience and a strong interest in the private client services industry. Candidates must be licensed to practice in California...Full timeWork at officeFlexible hours
$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$34.32k - $90k
Job DescriptionPOSITION SUMMARYRegistered 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...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
- Virtus Investment Partners, Inc is seeking an Investment Advisor Associate to provide client service support to high-net-worth individuals. This role includes acting as the primary contact, managing accounts, and executing asset allocation changes. The ideal candidate has...
$96k - $127k
Third Bridge Group in Los Angeles is looking for a Client Services Associate. In this role, you'll engage with industry experts, ensuring clients receive the insights they need promptly. The position offers great career progression with a clear pathway to management within...$55k - $65k
A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability...- 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
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