Wealth Advisory Client Services Senior Associate
The Mom Project
Bel Air Investment Advisors, an advisory practice of Hightower, seeks a client-focused professional to coordinate service delivery and ensure timely investment execution for high-net-worth clients in Los Angeles. You will liaise with the advisory team, respond to inquiries, and manage new-client onboarding. Required is deep experience in an RIA/brokerage setting, strong MS Office skills, and the ability to work in a fast-paced environment. #J-18808-Ljbffr The Mom Project
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Accounting Advisory Services Senior Associate or Supervisor 6 days ago Be among the first 25 applicants Weaver is a full-service national accounting... ...accounting and finance support and guidance to our clients, our team has the knowledge and experience to assist clients...SeniorFull timeRemote workFlexible hours$90k - $145k
...Transaction Advisory Services - Senior Associate Opportunity ID 8871 Department Advisory Location(s) Los Angeles... ...industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how...SeniorWork at officeLocal areaRemote workFlexible hours$125k - $150k
...Air Investment Advisors, an advisory practice of Hightower, provides... ...management and advisory services to wealthy individuals, families... ...trusts and foundations, targeting clients with $20 million or more in... ...in 2008, Hightower is a wealth‑management firm that provides...SeniorPermanent employmentWork at officeLocal areaFlexible hours- MAI Wealth Management, Inc. is seeking a Senior Advisory Associate in Los Angeles to act as the primary relationship lead for Ultra-High Net Worth clients. This position demands significant wealth management... ...over 5 years in a client service role and possess exceptional...Senior
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...Principal, the Assurance Senior Manager, Risk Advisory Services is responsible for managing... ...solutions to multiple clients in the areas of Internal... ...of RAS Managers, Senior Associates and Associates, as needed... ...the chance to grow their wealth over time as their shares...SeniorContract workWork at office- ...Transaction Advisory Services - Senior Associate Join to apply for the Transaction Advisory Services - Senior Associate role at CohnReznick Apply for... ...Services team, conducting due diligence and working with clients across many industries. Responsibilities Act as a key...SeniorWork at officeFlexible hours
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Transaction Advisory Services - Senior Associate We currently have an exciting career opportunity for a Senior Associate to join our Transaction Advisory... ...group, which conducts due diligence and supports clients across a wide range of industries. As a member of this team...SeniorWork at office- ...management firm in Los Angeles is seeking a Client Service Associate to support Relationship Managers and... ...client interactions, supporting the advisory process, and documenting client... ...communication skills and experience in wealth management are required for this full-...Full time
- ...Dental, Vision, Medical, 401(k) Overview We are seeking a Senior Client Service Associate to provide high-touch operational and client support... ...experience in a similar role within investment management, wealth management, or a broker-dealer environment Strong understanding...SeniorWork at office
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GHJ is looking for a Transaction Advisory Services (TAS) Senior Associate GHJ Transaction Advisory Services (TAS) provides a challenging, rewarding and... ...guidance on analyses required, how to interpret client data, and to navigate roadblocks encountered. Assist in...SeniorLocal area$80k - $95k
A national accounting firm in Los Angeles seeks a Senior Associate or Supervisor for its Accounting Advisory Services practice. The ideal candidate will have a Bachelor's in Accounting, experience in private or public accounting, and strong analytical skills. This full-...SeniorFull timeFlexible hours- District Partners in Century City, Los Angeles, is seeking a Senior Associate to support its wealth management team, focusing on long-term UHNW client relationships and growth within client relationship management, wealth operations, and financial planning support. If you...Senior
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About the Role: Our Private Client Advisor will work with the high and ultra‑high net wealth individual, non‑profit organizations... ...estate planning, and trust services to frame, acquire, and retain... ...benefits. We offer eligible associates comprehensive healthcare coverage...SeniorImmediate start$95.4k - $180.4k
RSM US LLP is seeking a Family Office Advisory Manager to shape and execute client services. This role involves supporting proposal generation, client delivery, and thought leadership. The ideal candidate will have over 5 years of expertise in management consulting and...SeniorWork at office- Charles Schwab Careers is seeking a Sr. Manager, Wealth Advisor to enhance client relationships and deliver personalized investment guidance. The ideal candidate will thrive in a collaborative environment, managing high-complexity scenarios and fostering client trust and...Senior
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...Country Consulting is hiring for an Accounting Advisory role in Los Angeles, CA. The candidate will support clients in various accounting processes, deliver tailored... ...accounting, financial reporting, and assisting in client service delivery. The role requires a Bachelor's degree...Senior$265k - $320k
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...Job Description 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 trusted relationships...Temporary workWork at officeLocal area- ...challenge the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...solution built on trust, personalized service, and a fiduciary commitment to our... .... Coachability: Demonstrates a senior learning mindset by seeking input...SeniorWork at office
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Bank of America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities and managing client relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong...Senior
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