Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Services Specialist for Financial Advisors

$34.32k - $90k

711 MS Smith Barney, LLC

711 MS Smith Barney, LLC is looking for a Registered Client Service Associate in Pasadena, California. The role requires exceptional client service skills to support Financial Advisor teams by managing client accounts and providing administrative support. Candidates should have a high school diploma with preferred college education, active financial licenses, and experience in the financial services industry. A competitive compensation package includes a base pay between $34,320 and $90,000. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Services Specialist for Financial Advisors in Pasadena, CA vacancy
  •  ...Client Services Representative Firefighters First Federal Credit Union has proudly been serving...  ...providing our members with exceptional financial products and services, along with our...  ...related products to the Financial Advisor and Program Manager. Primary Responsibilities... 
    Suggested
    Temporary work
    Work at office
    Local area
    Immediate start

    Firefighters First Credit Union

    Pasadena, CA
    4 days ago
  •  ...PowerToFly is seeking a Client Service Associate to deliver exceptional service to clients while supporting Financial Advisors and teams in Pasadena, California. The successful candidate will assist with client inquiries, manage administrative tasks, and enhance client... 
    Suggested

    PowerToFly

    Pasadena, CA
    3 days ago
  • $164k - $250k

     ...for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based...  ...and investment management services to over 80,000 households from...  ...opportunity for a VP Financial Advisor to join our team in Southern... 
    Suggested
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement Group

    San Marino, CA
    1 day ago
  • $20 - $27 per hour

     ...East West Bank is seeking a Senior Premier Client Services Associate to support Relationship Managers and enhance client experiences. Responsibilities include assisting with account opening, providing sales support, and managing day-to-day operations effectively. Ideal... 
    Suggested
    Hourly pay

    East West Bank

    Pasadena, CA
    3 days ago
  • $164k - $250k

     ...Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Southern California. This...  ...key member of the advisory team and will help clients achieve their financial goals while providing service that exceeds client expectations. Our team... 
    Suggested
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement

    San Marino, CA
    3 days ago
  • $20 - $27 per hour

     ...East West Bank is seeking a Premier Client Services Associate in Pasadena, California. This role involves supporting Relationship Managers and providing superior client service related to business deposit and loan services. Ideal candidates will have a strong customer... 
    Hourly pay

    East West Bank

    Pasadena, CA
    3 days ago
  • $20 - $21.63 per hour

     ...Assistant Financial Advisor People drive our success. Are you enthusiastic, highly motivated...  ...operational, administrative, and customer service support to Financial Advisor. Assist in...  ...assigned. Act as a liaison between the client, Financial Advisor, and back office.... 
    Full time
    Work at office
    Flexible hours

    Cathay General Bancorp

    San Gabriel, CA
    6 days ago
  •  ...Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development Role Description As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products... 
    Flexible hours

    State Farm

    San Marino, CA
    3 days ago
  •  ...you? Well now you can! Nothing is more stressful than having clients lined up in front of you with phones ringing off the hook while...  ...all been there. At Green Dog we believe that great client service means being able to focus on the People and Pets in our clinic.... 
    Remote work
    Shift work

    Green Dog Veterinary Center

    Los Angeles, CA
    8 days ago
  •  ...Client Acquisition Specialist (Remote) Los Angeles, California, United States Position Overview The Client Acquisition Specialist is responsible...  ...with prospective clients interested in travel-related services. This role focuses on outreach, education, and... 
    Remote job
    Flexible hours

    Travel With Me

    Los Angeles, CA
    3 days ago
  • $115k - $150k

     ...40+ employees, and more than 1,000 clients. We provide personalized financial planning and investment strategies...  ...Reports to: Emily Hazelroth, Senior Advisor Manager & Advisor Manager Benefits:...  ...minimum of 5 years within the financial services industry with relationship... 
    Full time
    Work at office
    Local area
    Immediate start
    Flexible hours
    3 days per week

    Summitry

    Pasadena, CA
    3 days ago
  •  ...Kids for the Future is seeking a passionate Financial Aid Advisor to work in the Office of Student Financial Services in Pasadena, California. The role involves helping students navigate the financial aid process while ensuring compliance with federal and state regulations... 
    Full time
    Work at office

    Kids For The Future

    Pasadena, CA
    3 days ago
  •  ...Investment Advisor Meet with and profile credit union members in order to determine...  ...appropriate products to meet their long term financial goals. Provide advice and guidance...  ...and evaluate member needs for investment services, assess the objectives and goals of the... 
    Full time
    Part time
    Remote work
    Flexible hours

    Wescom Credit Union

    Pasadena, CA
    2 days ago
  • $45k - $100k

     ...close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward...  ...company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Pasadena, CA
    1 day ago
  • $70.3k - $115k

     ...determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement...  ...FUNCTIONS: Identify and evaluate member needs for investment services, assess the objectives and goals of the member, and develop financial... 
    Remote work

    Wescom Central Credit Union

    Pasadena, CA
    3 days ago
  •  ...MassMutual - a world-renowned financial institution with a solid...  ...holistic approach to serving our clients' financial needs and our commitment...  ..., continuous learning, and service to community. The...  ...We are seeking a Financial Advisor to join our team. Here at MassMutual... 

    MassMutual Pacific

    Pasadena, CA
    3 days ago
  • $69k

     ...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals...  ...communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    San Gabriel, CA
    more than 2 months ago
  • $69.8k - $76.96k

     ...Financial Aid Advisor (2 positions) Salary: $69,804.12 - $76,959.24 Annually (CFT-47) Job Type: Full-Time Location: 1570 E. Colorado Blvd., Pasadena...  ...tools. Principles, techniques, and processes for customer‑service delivery. Strong analytical skills and meticulous... 
    Full time
    Work at office

    Pasadena City College

    Pasadena, CA
    3 days ago
  • $71k - $80k

     ...over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced,...  ...to reach further. Overview We are seeking for a Client Services officer to join our APIC team. This position is responsible for... 
    Work at office

    East West Bank

    Pasadena, CA
    5 days ago
  • $20 - $26 per hour

     ...Eye Care for Animals Pasadena is now hiring a Veterinary Client Service Representative to join the team! We offer outstanding benefits...  ...directing incoming phone calls, presenting and processing financial options, and processing and balancing financial payments. Strong... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday

    Eye Care for Animals Pasadena

    Pasadena, CA
    2 days ago
  •  ...college graduates for a remote position focused on supporting clients in understanding supplemental benefit programs. The role involves...  ...environment. Ideal for those eager to gain skills in client service and relationship management, this opportunity promotes growth and... 
    Remote work

    AO Globe Life

    Pasadena, CA
    4 days ago
  •  ...TwinThread is seeking a Private Client Advisor in Los Angeles, California. This role focuses on offering comprehensive financial planning and investment solutions to a diverse range of clients, ensuring an exceptional investor experience. The successful candidate will... 

    Aumni

    Los Angeles, CA
    5 days ago
  • $22 - $25 per hour

     ...Financial Advisor Are you ready to make a meaningful difference in the lives of aspiring beauty professionals? Paul Mitchell The School...  ...sick and vacation time Discounted professional products and services Holiday bonuses LEARN MORE ABOUT US: We are a... 
    Hourly pay
    Full time
    Work at office

    Paul Mitchell Schools

    Pasadena, CA
    5 days ago
  •  ...Experienced Sales Professionals Position: Private Security Guard Services Sales Representative Location: USA Remote/Field Compensation...  ...Security Guard Services. You will connect with potential clients maintain strong relationships and close high value contracts. This... 
    Contract work
    Remote work
    Flexible hours

    Black Cube Security

    Los Angeles, CA
    3 days ago
  • $38k - $48k

     ...A local agency in Glendale, AZ, is seeking an Insurance and Financial Services Position to enhance customer relations and drive agency growth. The ideal candidate will have over 3 years of experience in financial services and possess strong communication skills. This... 
    Full time
    Local area

    Brendamysfagent

    Glendale, CA
    3 days ago
  •  ...key relationship manager for ultra-high net worth clients. Responsibilities include advising on financial needs and delivering tailored strategies. The ideal...  ...candidate has a Bachelor's Degree and experience in client service within the financial industry. This role offers a... 

    Goldman Sachs Group, Inc.

    Los Angeles, CA
    3 days ago
  • State Farm is seeking a Financial Services Representative - State Farm Agent Team Member in San Marino, California to market and provide education on various financial products. The role requires strong analytical and communication skills, along with a customer-focused... 
    Flexible hours

    State Farm

    San Marino, CA
    5 days ago
  • $20 - $22 per hour

     ...optimism. Together we can make a difference in the financial future of our communities. Apply today!...  ...incoming telephone calls related to account services, online banking, mobile banking, and telephone banking. Supports client inquiries via other channels including live... 
    Full time
    Flexible hours

    Cathay General Bancorp

    Los Angeles, CA
    3 days ago
  • $20k - $100k

     ...and cultivates and builds a long-term relationship with your clients Sells commercial/personal insurance and investment products...  ...your chances of interviewing at Taos Global Group Inc. by 2x Financial Advisor Trainee (Beverly Hills, CA) Beverly Hills, CA $34,320.00-$75,... 
    Full time
    Traineeship

    Taos Global Group Inc.

    San Gabriel, CA
    4 days ago
  • FINANCIAL ADVISOR - BILINGUAL ENGLISH/MANDARIN Full-time Finance Position Summary Seeking an experienced...  .... The role involves assessing clients' financial needs, building relationships...  .... Deliver outstanding customer service and follow-up. Ensure compliance with regulatory... 
    Full time

    Direct Staffing Inc

    San Marino, CA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Specialist for Financial Advisors. Be the first to apply!