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

Wealth Management Client Services Associate

PowerToFly

A financial services firm located in California is seeking a Registered Client Service Associate to provide exceptional client support and administrative assistance. The ideal candidate will engage with clients, managing inquiries while ensuring strong relationships with Financial Advisors. Required qualifications include a high school diploma, a knowledge of financial products, and strong interpersonal skills. This position offers a dynamic work environment with a commitment to diversity and inclusion. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Westlake Village, CA vacancy
  • $34.32k - $90k

     ...Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular...  ...or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Westlake Village, CA
    1 day ago
  • $34.32k - $90k

     ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular...  ...other duties directed by local management ADMINISTRATIVE SUPPORT Answering... 
    Suggested
    Temporary work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Westlake Village, CA
    3 days ago
  • $85k - $120k

     ...Your role A Client Associate services clients and provides operational and administrative support to...  ...relationships with clients Maintain management systems with up to date client information...  ...Us UBS is a leading and truly global wealth manager and the leading universal... 
    Suggested
    Full time
    Work at office
    Flexible hours

    UBS

    Westlake Village, CA
    1 day ago
  •  ...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

    JPMorgan Chase & Co.

    Thousand Oaks, CA
    more than 2 months ago
  • $26.5 - $32.5 per hour

     ...tailored insurance solutions that put our clients in control. Our growing team of...  ...HUB computer systems and automated agency management systems; ensures the accuracy of data...  ...market analysis process. Ensures all services are implemented according to established... 
    Suggested
    Hourly pay
    Work at office
    Local area
    Flexible hours

    HUB International

    Westlake Village, CA
    5 days ago
  • $135k - $185k

     ...established civil litigation law firm representing clients across a broad range of complex legal...  ...to providing exceptional client service, practical legal solutions, and personalized...  ...Confidential Employer. Job Description Manage civil litigation matters from inception... 
    Work at office
    Remote work

    Orion Placement

    Westlake Village, CA
    5 days ago
  •  ...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... 

    JPMorgan Chase & Co.

    Moorpark, CA
    more than 2 months ago
  • $17 - $30 per hour

     ...Closing Location Neighborhood Market #3179 512 N VENTU PARK Rd, THOUSAND OAKS, CA, 91320, US Job Overview Front End Service associates are focused on compliance and customer service. They smile, greet and thank customers, process returns / refunds, and carry... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Shift work

    Walmart

    Thousand Oaks, CA
    5 days ago
  •  ...HUB ACCOUNT MANAGEMENT SPECIALIST In a rapidly changing world, HUB advises businesses and...  ...insurance solutions that put our clients in control. Our growing team of professionals...  ...market analysis process. Ensures all services are implemented according to established... 
    Work at office
    Flexible hours

    Squaremouth

    Westlake Village, CA
    5 days ago
  • $102.1k - $187k

     ...to build a better working world. Tax Services Manager - Financial Services Office - Customer...  ..., working side by side with a range of clients from our most venerable institutions to...  ...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and... 
    Summer holiday
    Work at office
    Remote work
    Flexible hours

    EY

    Thousand Oaks, CA
    3 days ago
  • $75k - $130k

     ...About Us We are a full-service HVAC, building automation, chiller, and retrofit contractor with...  ...control systems. Job Summary The Account Manager position involves building and maintaining relationships with clients in various vertical markets to increase sales... 
    Full time
    For contractors
    Flexible hours

    EMCOR Group

    Thousand Oaks, CA
    3 days ago
  • $140k - $170k

     ...direction and develops growth and retention for client specific programs. Reviews research to...  ...and translate customer’s attitudes of services and relationship Consults with...  ...Experience: Bachelor’s degree in Business Management, or a related field from a four-year college... 

    SBM Offshore

    Thousand Oaks, CA
    4 days ago
  • $75k - $130k

    About Us We are a full-service HVAC, building automation, chiller, and retrofit contractor with a reputation...  ...control systems. Job Summary The Account Manager position involves building and maintaining relationships with clients in various vertical markets to increase sales... 
    For contractors
    Flexible hours

    Mesa Energy Systems, Inc.

    Thousand Oaks, CA
    2 days ago
  • $22.66 - $33.99 per hour

     ...automotive repair knowledge with your exceptional people skills, you’ll manage customer relationships and frequently serve as a liaison...  .... Responsibilities Assign and schedule work duties to auto service staff according to individual skill level. Serve all automotive... 
    Daily paid
    Minimum wage
    Temporary work
    Local area
    Flexible hours

    Bridgestone Americas

    Thousand Oaks, CA
    4 days ago
  •  ...seeking an entry-level Universal Banker to assist in opening basic accounts and delivering service to customers, with a focus on fostering loyalty and increasing sales to individual clients. The role supports branch sales activities, resolves service issues, and ensures... 
    Part time

    Citigroup Inc

    Thousand Oaks, CA
    1 day ago
  •  ...Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors, PWAs and teams in building and maintaining client relationships. You will handle account inquiries, execute transactions, and educate clients on digital tools. Strong communication... 

    711 MS Smith Barney, LLC

    Westlake Village, CA
    1 day ago
  •  ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver...  ...with questions and recommendations Manage sales transactions while working...  ...variety of rewards to support your health, wealth, and mental well-being. In addition to... 
    Contract work
    Local area

    Family Dollar

    Oak Park, Los Angeles County, CA
    4 days ago
  • $125.4k

     ...help people live happy, successful lives, and we believe that client accessibility, integrity, and quality care are what is most important...  .... We credential you! Support team for scheduling and client service with extended hours. Customized Marketing. Autonomy, but with... 
    Private practice

    Thriveworks

    Thousand Oaks, CA
    13 hours ago
  • $18.5 - $19.5 per hour

     ...make each visit the best hour of our client's month. Our Spa Associates play a crucial role in achieving...  ...our Spa Associates ensure that each service is memorable and exceptional. Their...  ...opportunities for lead spa associate and management roles. Family Focused- Strike... 
    Hourly pay
    Full time
    Part time
    Flexible hours
    Shift work

    Hand and Stone Massage and Facial Spa

    Thousand Oaks, CA
    2 days ago
  •  ...Park Road | Responsibilities: Assist customers at checkout and service desk with a positive attitude; Supervise front-end service...  ...and presentable checkout area and store frontage; Lead by example during peak times and training of associates...Hiring Immediately... 
    Immediate start

    Wal-Mart Stores , Inc.

    Thousand Oaks, CA
    13 hours ago
  • $180k - $210k

     ...class biologics production facility in Taichung. Position Overview: PharmaEssentia is seeking an experienced Hematology Account Manager with a strong patient focus and a passion for driving results for its commercial product, BESREMi®. This position is responsible... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Pharmaessentia U.s.a.

    Thousand Oaks, CA
    1 day ago
  •  ...script? Us too. As an Entry Level Account Manager for Frontier Communications, you’ll talk...  ...Frontier’s telecommunications products and services  Handle product inquiries, resolving...  ...Proactively identify, understand, and solve client problems promptly and effectively to... 
    Full time

    Ventura Sales Group

    Agoura Hills, CA
    1 day ago
  •  ...by creating effective sales and account management strategies. Every challenge we've faced...  ...innovative, people-focused approach to our clients today. We take pride in being a company...  ...genuine care for delivering top-tier services Identify upsell and cross-sell opportunities... 
    Full time

    Boundless Promotions

    Thousand Oaks, CA
    1 day ago
  • $20 - $22 per hour

     ...Customer Service Representative (Level 1) Westlake Village, CA Full-Time | In-Office...  ...Service Representative handles day-to-day client service — policy changes, payments, ID...  ...accurately and promptly within our agency management system. It is a people-first role built... 
    Hourly pay
    Permanent employment
    Full time
    Work at office
    Monday to Friday

    Archer Insurance Agency

    Westlake Village, CA
    1 day ago
  •  ...make each visit the best hour of our client's month. Our Spa Associates play a crucial role in achieving...  ...our Spa Associates ensure that each service is memorable and exceptional. Their...  ...opportunities for lead spa associate and management roles.  Family Focused- Strike... 
    Flexible hours
    Shift work

    Hand & Stone - 2024 Avenida De Los Arboles - Thousand Oaks, ...

    Thousand Oaks, CA
    a month ago
  • $100k

     ...that has over a decade of industry experience. Slice Merchant Services offers innovative payment processing solutions to merchants. Slice...  .... To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE... 
    Local area

    Slice Merchant Services

    Thousand Oaks, CA
    5 days ago
  • $16 - $35 per hour

     ...front desk operations and ensure guests receive excellent customer service throughout their stay. The Front Desk Supervisor assists with...  ...busy shifts, handles escalated guest concerns, and helps manage the check-in and check-out process to ensure efficiency and accuracy... 
    Hourly pay
    Full time
    Shift work
    Night shift
    Afternoon shift

    Hilton

    Agoura Hills, CA
    1 day ago
  • $68.7k - $72k

     ...craveable dishes made with care, and we're searching for a Kitchen Manager who’s ready to bring their energy,, and heart to our team. The...  ...and delivered efficiently while maintaining exceptional guest service. Monitor inventory levels and perform weekly inventory... 
    Flexible hours
    Shift work

    Be Neighborly

    Thousand Oaks, CA
    4 days ago
  • $30.4 per hour

     ...Job Title: Account Manager Location: CA - Westlake Village...  ...for the operational management of client relationships. You'll provide quality service by maintaining client accounts (...  ...six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona,... 
    Hourly pay

    Western Alliance Bank

    Westlake Village, CA
    5 days ago
  • $88k

     ...and Raise The Bar! Benefits offered for all Full-time Restaurant Managers: Medical, Dental, Vision & Pharmacy Benefits Dependent Care &...  ...Deploys crewmembers during a shift and provides exemplary customer service Utilizes reward and recognition program for the crewmembers in... 
    Bi-weekly pay
    Weekly pay
    Full time
    Casual work
    Work at office
    Local area
    Flexible hours
    Shift work
    Afternoon shift

    Raising Cane's

    Westlake Village, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!