Client Services Specialist for Financial Advisors
$34.32k - $90k711 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
- ...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...SuggestedTemporary workWork at officeLocal areaImmediate start
- ...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
$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...SuggestedFull timeTemporary workFlexible hours$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...SuggestedHourly pay$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...SuggestedFull timeTemporary workFlexible hours$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$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 timeWork at officeFlexible hours- ...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
- ...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 workShift work
- ...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 jobFlexible hours
$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 timeWork at officeLocal areaImmediate startFlexible hours3 days per week- ...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 timeWork at office
- ...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 timePart timeRemote workFlexible hours
$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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$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- ...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...
$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 jobWork from homeFlexible hours$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 timeWork at office$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$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 payWork at officeImmediate startMonday to Friday- ...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
- ...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...
$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 payFull timeWork at office- ...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 workRemote workFlexible hours
$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 timeLocal area- ...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...
- 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
$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 timeFlexible hours$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 timeTraineeship- 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
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