Registered Client Services Associate - Wealth Management
Morgan-Stanley
Morgan Stanley in Los Angeles is seeking a Registered Client Service Associate to support Financial Advisors and private wealth teams. You will help cultivate client relationships, handle money movements, and assist with account documentation and digital tools. Ideal candidates have a valid Series 7/66/63/65, 2+ years of industry experience, and strong MS Office and writing skills. This full-time role offers diverse client-service responsibilities in a fast-paced environment. #J-18808-Ljbffr Morgan-Stanley
$35.12k - $90k
POSITION SUMMARYSenior Registered Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... .../or other duties directed by local management ADMINISTRATIVE SUPPORT:Answering inbound...SuggestedTemporary workWork at officeLocal areaWork visa$34.32k - $90k
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... .../or other duties directed by local management ADMINISTRATIVE SUPPORT ~ Answering...SuggestedFull timeTemporary workWork at officeLocal area- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships with clients, handling routine inquiries, and processing...Suggested
$25 - $45 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management is... ...and investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the life... ...timeframe if being hired into a registered job code.**Is comfortable...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Morgan Stanley in the United States seeks a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing money movements, and maintaining accurate account information. The role requires exceptional...Suggested
$75k - $110k
...Newport Beach-based investment management firm with over $1 billion in assets... ...for delivering exceptional client outcomes. Job Description The Client Service Associate collaborates with Relationship... ...Qualifications 1-3 years of experience in wealth management Excellent verbal and...Full timeJanuary startWork at office- Northern Trust in Los Angeles is seeking an experienced Wealth Management Relationship Manager to coordinate account administration, service clients, and collaborate with advisors to meet client goals. The role requires 3+ years in asset servicing or related fields, strong...
- ...Registered Client Associate In Wealth And Investment ManagementWells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the... ...Financial Advisor(s) with sales, service and operational related...Ongoing contractWork experience placementWork at officeImmediate start
- ...innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Pasadena,... ...Services Division has an immediate need for a Client Service Associate. This position will be responsible for...Full timeWork at officeImmediate start
- .... Morgan Advisors in Los Angeles, CA is seeking a Client Associate to deliver personalized wealth management support to ultra-high net worth clients. You will... ...Management platform, ensuring high-quality client service and seamless onboarding, while contributing to a culture...
$25 - $44 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly paySeasonal workWork at officeWork from homeDay shift$70k - $110k
...Jobot is seeking a Client Associate for a top wealth management firm in Pasadena, CA. The role supports families with high-touch, client-centric wealth... ...work with teams across the firm to deliver thoughtful service and trusted guidance. Salary ranges from $70,000 to $1...- ...Jobot is seeking a Client Associate for a top wealth management firm in Los Angeles. You will support financial advisors, manage client onboarding, and help deliver high‑touch service to families. A Bachelor’s degree is required and a Series 65 is expected or pursued....
$80k
...growing and most influential independent wealth and investment management firms in the country. We are a dynamic, entrepreneurial, and client-focused firm committed to delivering... ...exceptionally detail-oriented Client Services Associate to join our growing team. This is an...Work at officeMonday to Friday- A client services firm in Los Angeles seeks a Client Services Associate to enhance client relationships and ensure positive experiences. In this role, you'll manage accounts, support client requests, and collaborate with teams for service delivery. Ideal candidates have...
- JPMorganChase in Los Angeles seeks a Client Associate within the JPMorgan Advisors team. You will support Financial Advisors and clients, delivering personalized wealth management solutions and building lasting client relationships. You will work with Advisors across planning...
$25 - $44 per hour
...About this job Job Description: Merrill Wealth Management is a leading provider of... ...management and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift$50k - $80k
...is the opportunity? Embrace RBC Wealth Management’s core values and inclusive... ...serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our... ...people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours- H&R Block, Inc. in Culver City, CA is seeking a Seasonal Client Service Professional / Receptionist to greet clients, manage scheduling, and support the tax office team in person during peak season. This role emphasizes strong communication, multitasking, and attention...Seasonal workWork at officeWeekend workAfternoon shift
- ...(k) Overview We are seeking a Senior Client Service Associate to provide high-touch operational and... ...related activities, and seamless account management. What You’ll Do Coordinate service... ...role within investment management, wealth management, or a broker-dealer environment...Work at office
$87.03k - $138.97k
...Description Job Description CLIENT SERVICE ASSOCIATE SENIOR - US PRIVATE TRADING... ...clients. As a licensed/registered professional, this role... ...seamless client onboarding by managing KYC/AML requirements,... ...colleagues (Global Markets, Wealth Management, etc.) to optimize...Work at officeRemote workShift work- Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and clients with service requests and complex solutions. The role... ...a client-first mindset. Licensing timelines apply if required for registered roles. #J-18808-Ljbffr NBMBAA
- UBS is seeking a Client Associate in Los Angeles to support the Private Wealth Management team by maintaining client records, educating clients on account services, and preparing materials for meetings. You will handle documentation for new accounts, provide day-to-day...
$85k - $120k
...experience in the Private Wealth Management business and are ready to... ...an exceptional client experience and ready to help... ...'re looking for a Senior Registered Client Associate to:• Take ownership of all... ...Advisors in the day-to-day servicing of client relationships•...Full timeFlexible hours- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer... ...projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time....
- ...Introduction At Gallagher, we help clients face risk with confidence because we... ...Gallagher, we’re looking for a Client Service Associate to join our Commercial team. In this role... ...productivity and deliver quality results. Manage multiple priorities effectively,...Work experience placementWork at officeLocal areaShift work
$18 - $19 per hour
...Client Services AssociateCulver City, California, United StatesJob Overview: Provides office, mail, and customer service support. Handles mail distribution, shipping/receiving, office supplies, equipment maintenance, and front desk coverage while ensuring efficient and...Full timeTemporary workPart timeImmediate start$65k - $85k
...responsibilities Are you truly service-oriented? Please... ...deliver exceptional client service. We’re looking for a Client Associate to: Keep management systems up to date... ...in the Private Wealth Management desk in Los... ...licenses (required for registered roles); if not currently...Full timeWork at officeFlexible hours$98.35k - $115.7k
...skills and discover what you excel at—all from Day One.Job DescriptionThe PWM Associate Client Services Team Leader / Manager is responsible for leading a team of PWM Associates who support Wealth clients and Wealth Advisors across Private Wealth Management. This leader...Full timeLocal area- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
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