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$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...Suggested$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$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
$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$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$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- 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 - $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$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
$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...- Cathay Bank is seeking a Client Service Associate in California to partner with AVP/VP and Relationship Managers to build and manage commercial client relationships. You will support daily banking operations and ensure accuracy in documentation and approvals. The role...
$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client‑first mindset...Temporary workWork at officeLocal area$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...- 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
- 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...
$80k - $100k
Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 Category Client & Product Services Department Client Services Type Regular Full-Time Position Summary The Client Services Associate is responsible for providing exceptional...Full timeWork at officeRemote work- 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
$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$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- Morgan Stanley is seeking a Registered Client Service Associate to provide dedicated client support and partner with Financial Advisors and Private Wealth Advisors. The role involves handling client inquiries, managing account documentation, and facilitating money movements...
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