Investment Operations Associate, Private Client Services
Capital Group
Capital Group seeks a Detail‑oriented PCS GIC Associate to administer mutual funds, ETFs, and SMAs while ensuring compliance with tax and regulatory guidelines. You will process orders, manage cash flows, and support client openings, closures, and rebalancing in a collaborative team. You will work with data insights and automation tools to streamline processes and deliver a high-quality client experience. This role emphasizes accuracy, communication, and continuous learning in a fast-paced #J-18808-Ljbffr Capital Group
Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Investment Operations Associate, Private Client Services in Los Angeles, CA vacancy
- Next Frontier Capital is seeking a Private Client Investment Associate to provide client service and operational support within J.P. Morgan Wealth Management. This role focuses on facilitating operational requests and maintaining relationships with clients while ensuring...Private client
- Next Frontier Capital in Los Angeles seeks a Private Client Investment Associate to support Advisors in client service and operational requests. This role requires expertise in relationship management and involves engaging in risk management. Candidates must obtain necessary...Private client
- As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including...Private client
$20.28 - $30.42 per hour
...BIS - FINANCIAL SERVICES OPERATIONS ANALYST WHAT IS THE OPPORTUNITY? The Banking and Investment Services Financial Services Analyst role... ...Investment Management advisors and clients covering our Entertainment... ...and Business Banking, and Private Banking Clients-Trading and...Private clientHourly payTemporary workRemote workCity National Bank
Los Angeles, CA4 days ago$112k - $150k
BDO USA is seeking a Tax Manager for its Private Client Services, focused on providing tax compliance and consulting for high‑net‑worth individuals and families. This role requires management of tax engagements, strong leadership, and proactive communication with clients...Private client$84k - $110k
BDO USA in Los Angeles is seeking a Tax Senior for its Private Client Services team. The role involves providing tax compliance and consulting services to high-net-worth individuals and families. Ideal candidates will have a bachelor’s degree in accounting or finance, with...Private client$84k - $110k
BDO in Los Angeles seeks a Tax Senior for the Private Client Services. This role involves preparing complex tax returns and mentoring associates while serving high net-worth clients. Ideal candidates have a relevant Bachelor's degree, two years of experience, and excellent...Private client$112k - $150k
BDO USA, LLP is seeking a Tax Manager for its Private Client Services in Glendale, California. The role involves managing tax compliance and consulting for high net-worth clients, training associates, and effective communication skills are crucial. With five or more years...Private client- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in Los Angeles, California. This role involves managing tax and consulting... ...for high net-worth individuals, as well as supervising associates and providing guidance on technical issues. The ideal...Private client
- JPMorgan Chase & Co. is seeking an Investment Professional to join its U.S. Private Bank team in Los Angeles. The role focuses on managing client relationships, executing brokerage trades, and coordinating with talented colleagues to enhance client experience. Ideal candidates...Private clientBank staff
$84k - $110k
A leading financial advisory firm in Los Angeles seeks a Tax Senior for Private Client Services. This role involves preparing complex tax returns, supervising associates, and providing insights to high net-worth clients. Candidates must have a bachelor's degree in accounting...Private client- JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Los Angeles. This role includes providing client service, operational marketing, and administrative support to Private Client Advisors. The successful candidate will manage operational requests, build...Private client
- Australia-Employment is seeking a Private Client Services Attorney/Associate in Los Angeles. This full-time in-office role requires 3-9 years of experience, primarily servicing high net worth clients. The practice offers opportunities to advise on complex tax, wealth transfer...Private clientFull timeWork at office
- Capital Group in Los Angeles is seeking a Global Investment Control (GIC) - Private Client Services Associate to administer Mutual Fund, ETF, and SMA activities... ..., ensure compliance and contribute to operational improvements. You will collaborate with Client Relationship...Private client
- Investment Advisor Associate - Client Service Support We value experience and skills, but are equally focused on who you are. Our team thrives on hard work... ...-worth individuals at an investment management firm, private bank, or broker-dealer with a history of increasing responsibilities...Remote workFlexible hours
- ...For:* Supervise a team, foster strong client relationships, prospect and... ...environment that values exceptional client service and tax expertise.* Responsible for... ...services sector, such as hedge funds, private equity, and other investment-related individuals.* Possess...Private clientPrivate practiceWork at officeLocal area
EisnerAmper
Pasadena, CA20 hours ago - JPMorganChase is seeking a Private Client Investment Associate in Los Angeles, California. The candidate will provide client service and operational marketing support to Private Client Advisors in Wealth Management. Responsibilities include supporting advisors' operations...Private client
$72k - $95k
...firm is an affiliate of Virtus Investment Partners. The Senior Investment Advisor Associate (Client Service) will serve as a client‑... ...with management to enhance operational processes and service standards... ...investment management firm, private bank, or broker‑dealer....Permanent employmentWork at officeFlexible hours$96k - $125k
BDO USA is looking for a Tax Experienced Senior in Private Client Services based in Los Angeles. This role involves providing tax compliance and consulting for high net-worth clients, requiring strong leadership, communication, and technical skills. The ideal candidate...Private clientWork at office- ...are seeking a Tax Manager to join our Private Client Services practice. The ideal candidate will... ...Responsibilities Train, supervise, and develop associates and seniors. Prepare and review tax... ...solutions to reach financial goals. Operating within a culture of teamwork and...Private clientPrivate practiceWork at officeLocal area
EisnerAmper
Pasadena, CA20 hours ago $125k - $191k
...Weaver Experience Weaver is a full-service national accounting, advisory and... ...Position Profile Weaver is looking for a Private Client Services Tax Manager to join our... ...individuals, privately-owned business, investment partnerships, estates, and trusts Additionally...Private clientFlexible hoursWeaver
Pasadena, CA2 days ago- ...and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking... ...to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide...Private client
- ...Our client, a rapidly growing and well-established multi... ...and Families. This Private Client Advisor will play... ...with other departments (investment/portfolio management, tax, operations, and planned giving/foundations... ...ensure seamless client service. • Oversee account...Private clientWork at officeLocal area
International Search Consultants
Los Angeles, CA2 days ago - ...seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a... ...funds, private equity, and other investment-related individuals. ~ Possess... ...short- and long-term financial goals. Operating within a culture where we hold each other...Private clientTemporary workPrivate practiceWork at officeLocal area
EisnerAmper
Pasadena, CA2 days ago - ...we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing...Private clientWork experience placementPrivate practiceLocal area
EisnerAmper
Los Angeles, CA4 days ago - ...individuals seeking highly personalized service and seamless travel experiences worldwide... ...exclusivity, comfort, and cultural depth — from private aviation and five-star resorts to last‑... ...in handling complex itineraries, VIP client relations, and high‑touch service. This...Private clientWorldwide
- ...we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high net worth individuals, family...Private clientPrivate practiceLocal area
EisnerAmper
Los Angeles, CA2 days ago - ...are dedicated to delivering extraordinary customer service while supporting our diverse workforce. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing, and administrative support to Private Client...Private client
- ...Private Client Manager II Los Angeles, California... ...whether shaped by military service, community college... ...relationships Acts as Chief Operating Officer for the... ...understanding of investments, trust and wealth transfer... ...-office expectations associated with your role. These...Private clientWork at officeFlexible hoursShift workDay shift
Bank of America
Los Angeles, CA2 days ago $225k - $325k
...nation's top professional services firms, CohnReznick... ...solutions to address clients' unique business goals... ...Director to join our Private Client Services team... ...is rooted within the Operating Partnerships, Flow Through... ...enjoyment and fun. We invest in a robust Total...Private clientPrivate practiceWork at officeLocal areaRemote workFlexible hoursCohnReznick
Los Angeles, CA20 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Operations Associate, Private Client Services. Be the first to apply!
Related searches
- investment advisor Los Angeles, CA
- investment consultant Los Angeles, CA
- senior investment advisor Los Angeles, CA
- sales operations associate Los Angeles, CA
- operations associate Los Angeles, CA
- office operations specialist Los Angeles, CA
- operations consultant Los Angeles, CA
- trust operations specialist Los Angeles, CA
- it operations coordinator Los Angeles, CA
- operations specialist Los Angeles, CA