Wealth Management Client Services Specialist
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management in Santa Monica is seeking an experienced Client Services Associate to support Financial Advisors and clients throughout the account lifecycle. This role requires a highly organized, tech-savvy professional who can navigate multiple custodial platforms and systems while delivering accurate, fast service. You will manage account setup and maintenance, process transactions, and collaborate across teams to enhance the client and advisor experience. #J-18808-Ljbffr Gerber Kawasaki Wealth & Investment Management
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Specialist in Santa Monica, CA vacancy
- BNY is seeking a Specialist, Client Service Management in Los Angeles to support Wealth Management clients. You will resolve transaction issues, research inquiries, and answer questions about products and procedures. You will work with cross-functional teams to ensure...Suggested
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Suggested
$150k - $175k
...California office. As part of a client relationship team dedicated to... ...the highest level of client service, professionalism, and confidentiality... ...Responsibilities Actively manage and oversee the client’s... ...and communicate sophisticated wealth management topics in a concise...SuggestedWork at officeLocal area- UBS in Los Angeles is seeking a Client Associate to support the Private Wealth Management desk. You will help Financial Advisors by handling day-to-day operations... ...to obtain within 180 days), 2-5 years of client service or administrative experience, and strong communication...Suggested
- Gaynor Staffing is seeking a Client Service and Operations Specialist in Los Angeles to provide exceptional service to our clients in a dynamic financial... ...communication and organizational skills to effectively manage client relationships and ensure smooth operations. This...Suggested
- ...Client Support & Sales Coordinator Location: On-Site (Long-Term Contract) Job Type: Contract... ...opportunities ● Handle additional customer service and admin duties Preferred ● Prior sales support, account management, or client services experience ● Staffing,...Long term contractContract workWork at office
Hire Frontier
Los Angeles, CAa month ago - As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise... ...in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition...
$150k - $175k
...California office. As a part of a client relationship team dedicated to... ...the highest level of client service, professionalism, and... ...Primary Responsibilities Actively manage and oversee the client’s investment... ...and communicate sophisticated wealth management topics in a concise...Work at officeLocal area- Manhattan West Enterprise Company is seeking a Client Associate to join our Wealth Management team. You will provide administrative and operational support to Financial Advisors, onboard new clients, and manage day-to-day client requests from our Century City, Los Angeles...Work at office
$69.92k - $92k
...Sales Coordinator - Client Design Specialist (Finance) Why join us? Geiger furnishes the modern office with beautiful solutions for private offices... ...needs by influencing the direction of product and service development with insights from a planning and interior design...Contract workTemporary workWork at officeMillerKnoll, Inc. in
Santa Monica, CA1 day ago$87k - $145k
...subject matter expert to pre-sales and pursuit activities, the Associate Proposition Sales Specialist role will focus on all sales (new, cross-sells, up-sells) for our Wealth Management business in a given territory driving opportunities within both existing and new...Full timePart timeInternship- ...Description Job Overview: The Intake Specialist is the first point of contact for potential clients seeking legal representation at... ...you sign and your results in managing client inquiries, gathering... ...Provide guidance on the firm's services and whether further legal...
State Law Firm, APC
Los Angeles, CA27 days ago $25.93 - $41.43 per hour
...Service Representative II - Treasury Management Serves as primary customer service & training contact for Treasury Management Services. Acts as liaison between clients and various Bank units to independently respond to client inquires and resolve outstanding issues...Hourly payPermanent employment$64.5k - $75k
...Client Relationship Specialist The Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing a variety of client's financial transactions... ...to deliver high-quality service and maintain regulatory compliance...Work at officeLocal areaRemote workWorldwide$100k - $275k
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...- Standish Management UK is seeking an Investor Services Specialist to join our growing fund accounting practice in Los Angeles. You will engage with clients and investors, support engagement teams, and help deliver accurate information and timely responses across the investor...
- CLIENT SERVICE AND OPERATIONS SPECIALIST Shared Service Associate We are looking for an early to mid-career “Client Service Specialist.” They will... ...service and has prior experience in financial or wealth management services. They will have the ability to anticipate...Work at officeFlexible hours
- ...relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As... ...provides full‑service payment processing solutions to its clients and serves the Community Association Management industry...Local areaImmediate startFlexible hours
- Myodetox in Los Angeles seeks Front Desk Associates to provide exceptional client service and optimize clinic operations. You'll guide clients through services, manage schedules, and create welcoming experiences. The ideal candidate has customer service experience and...
- Banc of California is seeking a client services-focused professional to onboard business and consumer depository products and services, including Treasury Management setups. You will handle deposit maintenance, KYC compliance, and client inquiries, ensuring accurate processing...
- SEV Laser is seeking a Front Desk Receptionist to warmly greet clients, manage check-ins and payments, and promote treatments and memberships. You will provide accurate treatment information and maintain a welcoming reception area while supporting sales goals and team collaboration...Part timeWeekend work
- ...Tired of just doing intakes and getting medical records? Want to manage a case from start to finish? We are a reputable Plaintiff’s... ...and we love what we do. We pride ourselves on giving the best client service and ensuring justice is served every step of the way. Responsibilities...Full time
Lederer & Nojima LLP
Los Angeles, CA1 day ago $87k - $145k
...subject matter expert for pre‑sales and pursuit activities, the Associate Proposition Sales Specialist focuses on all sales (new, cross‑sell, up‑sell) for our Wealth Management business in a given territory, driving opportunities within both existing and new customers....$87k - $145k
...subject matter expert to pre-sales and pursuit activities, the Associate Proposition Sales Specialist role will focus on all sales (new, cross-sells, up-sells) for our Wealth Management business in a given territory driving opportunities within both existing and new...Part timeInternship$17.28 - $18.28 per hour
...difficult. Be Compassionate . You will embody our core values of service, inclusion, and education. It’s important that we connect with... ...to promotion for all positions and offer valuable training in management, buying, merchandising, customer service, and more!...Hourly payPart timeLocal areaFlexible hoursCrossroads Trading Co.
Los Angeles, CA1 day ago- Apollon Wealth Management, LLC is seeking a Client Relationship Associate to partner with advisors and clients from the first contact through ongoing servicing. The role emphasizes delivering exceptional client experiences, maintaining organized operations, and ensuring...
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...known for its quality and style, is seeking an experienced Account Manager to join our team. About Laviva for Life: At Laviva for Life,... ...through effective warranty management and customer service. The ideal candidate will have a strong track record in account...Immediate start
Laviva
Los Angeles, CAmore than 2 months ago $50k - $62k
Los Angeles, CA Summary Supports daily office operations while delivering professional, high-quality service to clients and staff. This role manages front-desk activities, coordinates administrative tasks and office services, and ensures efficient communication and a welcoming...Work at officeFlexible hours- DLA Piper seeks a Client Accounts Administrator to manage top-tier billing portfolios across US and global clients. You will handle complex billing, prebills... ...submissions. The role collaborates with Legal Support Services and Accounting for streamlined client services. The...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Specialist. Be the first to apply!
Related searches
- airport customer service agent Santa Monica, CA
- career services representative Santa Monica, CA
- customer service officer Santa Monica, CA
- bilingual customer service representative spanish english Santa Monica, CA
- full time customer service associate Santa Monica, CA
- part time customer service representative work from home Santa Monica, CA
- customer associate Santa Monica, CA
- customer service specialist Santa Monica, CA
- online customer service assistant Santa Monica, CA
- customer support associate Santa Monica, CA