Hybrid Client Services Associate - Alternative Investments
$80k - $95kThe TCW Group, Inc.
The TCW Group, Inc. is seeking a Client Services Associate in Los Angeles. This role involves managing client relationships and inquiries, preparing investor materials, and supporting marketing efforts for alternative investment products. The ideal candidate should have a Bachelor's degree and 3-5+ years of experience in finance. Strong analytical skills and proficiency in Microsoft Office, especially Excel, are required. The position offers a base salary of $80k - $95k and flexibility for remote work one day a week. #J-18808-Ljbffr The TCW Group, Inc.
$52k - $67k
...Client Services Associate Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new... ...throughout the process. This is a full-time role working a hybrid schedule from our Los Angeles or Chicago office. What...SuggestedFull timeWork at office$50k - $70k
...Shield Group is looking for a motivated Service Representative in Glendale, California. This... ...information and assessments to a client base of healthcare professionals, supporting... ...managing client interactions. The role offers a hybrid work location with competitive...SuggestedFull timeWork at office- A leading financial services firm is seeking a Client Services Associate in Los Angeles to provide exceptional client support. In this role, you'll manage... ...materials, and support marketing efforts for alternative investments. The ideal candidate will have a Bachelor's...Suggested
- 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...Suggested
$71.87k - $114.8k
...responsible for the day-to-day interaction with clients of the Commercial, Specialty or... ...effective combinations of products and services for their individual situation. Actively... ...checking and savings account activity, CD’s, investments, etc.) to free Relationship Managers...SuggestedImmediate startRemote work$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing... ...liquidity events, private placement investment monitoring. Trading of both... ...performance tracking. Servicing of alternative investments and foreign accounts, including...Work at office$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm... ...management, wealth planning, and investment strategy needs of high-net-worth individuals... ...onboarding process including SMA and alternative investments Closely monitor...Work at office- Join a leading global financial services company as an Associate in Fund Client Accounting. This hybrid role in Los Angeles offers a unique opportunity to impact clients by managing accounting services for complex funds. You'll collaborate with a talented team to ensure...
$80k - $95k
Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW’s alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries...Work at officeRemote work- ...Location: Woodland Hills, CA (On-Site) Position Overview We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In this role, you will serve as a senior point of contact for clients, managing more complex service...Immediate start
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
$20 - $27 per hour
...Premier Client Services Associate We are currently seeking a 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 client...Work at office$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and supports Financial... ...request of the client and/or FA team Answering general non-investment related questions concerning client accounts, including...Temporary workPart timeWork at officeLocal areaFlexible hours$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$45k - $85k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial... ...received. Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports...Work experience placementWork at office$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered...Full timeWork at office$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...Advisor/Private Wealth Advisor Answer general non-investment related questions concerning client accounts, including relaying...Temporary workWork at officeLocal area- ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Registered CSA assists with the development and growth...Work at officeLocal area
$70k - $82.5k
...awarded semi-annually based upon your achievement of performance goals and targets.About This JobThe Senior Treasury Management Client Services Associate delivers high-touch, white-glove support to a portfolio of Commercial Banking clients. This role serves as a primary point...Work at officeLocal areaRemote work- ...qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in the Los Angeles area. The Client Service Associate... ...team of wealth management professionals that service the investment management and financial planning needs of high-net-worth...Work at office
$100k - $120k
Senior Client Service Associate An established, nationally recognized wealth management firm providing comprehensive investment, financial planning, and retirement solutions to individuals, families, foundations, and corporations is seeking a Sr. Client Service Associate...Permanent employmentWork at officeLocal area- Beacon Pointe in Los Angeles is seeking a Client Service Associate to join a dynamic team of wealth management professionals. The role involves... ...for individuals looking to develop a career in the Registered Investment Advisor industry. #J-18808-Ljbffr Beacon PointeWork at office
- Arthur J. Gallagher & Co. (AJG) in Glendale, CA is seeking a Client Associate who will support account teams in delivering exceptional service. You will learn about the employee benefits Client Service Cycle, participate in client interactions, and help maintain records...Work at office
- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
$70k - $80k
A leading financial services firm is seeking a Client Associate in Beverly Hills, CA to provide exceptional client service and support. The role involves maintaining client information, educating clients about services, and assisting in report preparation. Candidates should...Full timeWork at office- ...of rich history and recognition for service and excellence in the Financial Services... ...is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ...received. Monitors available cash awaiting investment, including running weekly cash and...Work experience placementWork at office
$90k
...Bridge is a market-leading investment research firm. We provide integrated... ...investment firms, offering clients 24/7 coverage through our... ...and quickly. The Survey Associate position is a key enabler in... ...driven, process-oriented, client-servicing environment Superior...Flexible hours$96k - $127k
Third Bridge is hiring a Client Services Associate in Los Angeles, CA. This role offers a salary of $96,000 to $127,000, which includes a $75,000 base salary plus an uncapped performance bonus. Associates will develop commercial awareness and business acumen to support...Flexible hours$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...$70.3k - $72k
...awarded semi‑annually based upon your achievement of performance goals and targets. About This Job The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury...Work at officeLocal areaRemote work
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