Wealth Client Services Associate
Morgan-Stanley
Morgan Stanley is seeking a Registered Client Service Associate in Westlake Village, CA. You will provide frontline client support for Financial Advisors and Private Wealth Advisors, handle money movements, and maintain client accounts with accuracy and confidentiality. Strong interpersonal and organizational skills are essential. You will also participate in onboarding, educate clients on digital tools, and assist with marketing efforts while ensuring compliance with firm policies and #J-18808-Ljbffr Morgan-Stanley
- One Capital Management LLC in Walnut Creek, CA, seeks an Associate | Client Services & Office Operations to support advisors and ensure a smooth... ...professional office environment while delivering comprehensive wealth services to private clients. You will manage client...SuggestedWork at office
- Morgan Stanley in Westlake Village, CA is seeking a Registered Client Service Associate to support Financial Advisors, Private Wealth Advisors and teams, delivering a client-first experience and building trusted relationships through everyday service. You will provide...Suggested
$34.32k - $90k
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 trusted relationships...SuggestedTemporary workWork at officeLocal area$28 - $40 per hour
...CLIENT SERVICE & OPERATIONS ASSOCIATE Location: Westlake Village, CA 91362 | Fully onsite Pay: $28–$40/hour, depending on experience + performance... ...management POSITION OVERVIEW Join a boutique wealth management firm serving affluent and high-net-worth families...Suggested$150k - $275k
...Handle meaningful litigation work with direct court exposure, client contact, motion practice, depositions, and trial preparation.... ...for practical strategy, aggressive advocacy, and strong client service. Excellent opportunity for an attorney who wants to build a...SuggestedFull timeWork at office- ...Westlake Village, United States | Posted on 06/30/2026 Our client Michael Sullivan & Associates LLP is a cutting-edge law firm that provides high-... ...lasting relationships with clients through superior legal services at significant value, and has grown rapidly since its...Casual workWork at officeFlexible hours
$25 - $35 per hour
...advisory firm in Westlake Village, CA is seeking a part-time Client Service Associate. This role involves supporting client service needs,... ...are available, and compensation ranges from $25 to $35 per hour depending on experience. #J-18808-Ljbffr Amodio Wealth AdvisorsHourly payPart timeFlexible hours$95k - $120k
...globe address their most significant risk, workforce, wealth management and retirement challenges through custom... ...Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them...Remote jobWork at office$24 - $31 per hour
...Job Description Job Description Client Services Representative Full-Time | Hybrid | Westlake Village, CA Job Summary ITS is... ...business, professional services, or service-based environment. Associate degree or higher preferred; equivalent relevant experience...Full timeWork at officeLocal areaWork from homeMonday to Friday- H&R Block, Inc. in Thousand Oaks, CA seeks a seasonal Client Service Professional / Receptionist to welcome clients, manage scheduling, and support daily office operations alongside tax professionals. This in-person role offers training and a clear path into tax preparation...Seasonal workWork at office
- ...Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons... ...brands to design seamless, memorable travel experiences for clients worldwide. Our mission is to help travelers plan unforgettable...Hourly payFull timePart timeFor contractorsRemote workWorldwideFlexible hours
- Bank of America is hiring for a client service role in Thousand Oaks, CA. You will build relationships, manage client inquiries, and follow processes that ensure compliance and exceptional service. The position requires Spanish proficiency and the ability to work varied...
$116.2k - $212.9k
...key point of contact for a wide range of clients and colleagues. This is an opportunity for... ...structures. Supporting clients in wealth transfer, succession planning, and governance... ...performance objectives and metrics in client service, risk management, sales, and business...Work experience placementPrivate practiceSummer holidayFlexible hours$10,000 per month
...Job Description Job Description LUXURY AUTOMOTIVE SERVICE ADVISOR $10,000 - $13,000 per month We are a fast-paced luxury dealership that is part of California auto group. We have had incredible growth year after year and are ready to expand. Our goal is to...Minimum wageWork at officeLocal area- ...the benefits of an established client base and sophisticated work... ...candidates ranging from experienced associates through partner level and... ...trust administration, family wealth planning, and related... ...excellent interpersonal and client-service skills, and an interest in...Temporary workInterim roleWork at officeLocal area2 days per week
- ...Automotive Service Advisor – Westlake Hyundai$5,000 - $13,000 per monthWe are a fast-paced Hyundai dealership that is part of California auto group. We have had incredible growth year after year and are ready to expand. Our goal is to deliver incredible customer service...Minimum wageWork at officeLocal area
- Citi in Thousand Oaks is seeking an entry-level Teller to assist with branch activities and day-to-day client services. You will handle transactions, cash management, and educate clients on digital banking tools. The role emphasizes delivering high-quality service, meeting...Part timeLocal area
$30 - $35 per hour
A leading staffing agency is seeking a Client Services Manager for a long-term temporary position in Westlake Village, CA. This on-site role requires 5+ years of experience in Corporate Hospitality or Events. Responsibilities include providing excellent customer service...Temporary work$135k - $185k
...About Us We are a well-established civil litigation law firm representing clients across a broad range of complex legal matters. Our attorneys are committed to providing exceptional client service, practical legal solutions, and personalized attention on every case. We...Work at officeRemote work- ...positioning you as a strong business partner and trusted advisor who delivers exceptional value through local expertise and outstanding client service. We handle litigation arising from claims asserted against policyholders or the company and take cases from inception through...Work at officeLocal areaFlexible hours
- ...Position Overview We are a well-established and busy automotive repair facility in Ventura County seeking an experienced Auto Repair Service Writer / Service Advisor to join our team. This role is ideal for a customer-focused professional with strong automotive knowledge...
- ...a debt collection company that has been in business for over 45 years. Our team values integrity, performance and exceptional client service. Company Description Grant & Weber, Inc. is a debt collection company that has been in business for over 45 years. Our team...
$100k - $115k
...will help our 16,000 chefs, and in-unit associates excel as they deliver world-class meals... ...coordinating and scheduling hard and soft services, managing preventative maintenance... ...a commitment to delivering exceptional client service. Key Responsibilities Support...Work at officeLocal areaRemote workFlexible hours- Customer Service Coordinator, F/T, 24 months of experience in Customer Service, Customer Support, Client Relations, Hospitality Services, Sales Support, or Related Occupation. Coordinate customer service activities to ensure timely and professional responses to customer...
$50k - $150k
...and sells the organization's products and services within Northern California, product... ...customers. Accountable for increasing sales/client ratio and expanding customer base. Owns... ...the organization or with those who may be associated with the organization in order to...Work experience placementShift work$75k - $130k
We are a full-service HVAC, building automation, chiller, and retrofit contractor with a reputation for combining high-quality consulting... ...responsible for developing and sustaining relationships with clients or potential clients in each vertical market that will result...For contractorsFlexible hours$50k - $150k
...and world-wide business process consulting, with services designed to lower environmental impact. With 22,000 clients, including 93% of the Fortune 100, and 32,000... ...levels of the organization or with those who may be associated with the organization in order to negotiate...Work experience placementShift work- HealthFitness in Thousand Oaks, CA seeks a customer-focused front desk associate to welcome members, handle check-ins, and provide program and membership information. You will support administrative tasks in Outlook and Excel, assist with drives and events, and help maintain...Full timeMonday to FridayAfternoon shift
$51.41k - $87.29k
At Sunrun, we’re on a mission to change the way the world interacts with energy, and we’re building a company and brand that puts power at the center of life. To do it, we’re designing a dynamic culture where employee development, well-being, and safety come first. It’...Hourly payLocal areaFlexible hoursAfternoon shift$175k - $400k
...trusts and estates attorney seeking sophisticated work, meaningful client relationships, and a long-term platform for professional growth.... ...a respected California law firm with a well-established private wealth practice serving high-net-worth individuals, families, business...Ongoing contractPrivate practiceWork at officeLocal area
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