Senior Client Service Associate - Wealth Ops & Onboarding
$100k - $120kGaynor Staffing
Gaynor Staffing is looking for a Senior Client Service Associate in Los Angeles, California. The successful candidate will coordinate operational processes, manage client onboarding, and serve as a key liaison between clients and internal teams. Ideal candidates should have 5+ years of experience in a financial services role, excellent communication skills, and proficiency in Microsoft Office. The position offers a competitive salary of $100,000 - $120,000 plus benefits, including medical, dental, and vision insurance. #J-18808-Ljbffr
$34.32k - $90k
...POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support... ...Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and teams on a daily... .... MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including...SeniorTemporary workWork at officeLocal area$34.32k - $90k
...POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including...SeniorFull timeTemporary workWork at officeLocal area- ...PowerToFly is seeking a Senior Registered Client Service Associate in Beverly Hills, California. This role involves providing exceptional service to clients and supporting Financial Advisors in enhancing client relationships and executing transactions. The ideal candidate...SeniorWork at office
- ...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... ...client service standards Assist in training and onboarding new team members Identify opportunities to...SeniorImmediate start
$33.28k - $85k
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 interactions... ...client when processing requests Onboard and maintain client accounts,...SuggestedTemporary workWork at officeLocal area- ...Job Overview A law firm seeks a Private Client Services Associate in Los Angeles, California. This full-time, in-office position requires 5-9 years... .... Duties Advise on complex domestic and international tax, wealth transfer, and succession structures. Engage in estate...SeniorFull timeWork at officeFlexible hours
$100k - $120k
...Senior Client Service Associate An established, nationally recognized wealth management firm providing comprehensive investment, financial planning, and retirement solutions... ...service delivery. Manage the new client onboarding process, including meeting preparation,...SeniorPermanent employmentWork at officeLocal area- ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...and authenticate client when processing requests Onboard and maintain client accounts, including collecting...SeniorWork 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 responding to client inquiries, managing operations with a centralized team, and effectively communicating service updates to...Work at office
- ...Northern Trust Corp is seeking a Wealth Strategist Sales Associate in Los Angeles to respond to personal financial planning... ...inquiries and prepare materials for client meetings. The role requires 1-3 years of client servicing experience and strong organizational skills...
$20 - $27 per hour
...Senior Premier Client Services Associate We are currently seeking a Senior Premier Client Services Associate. The Client Services Associate will... ...manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product...SeniorWork at office$70k - $76k
A global wealth management firm in Beverly Hills, California seeks a Client Service Associate. In this full-time role, you will maintain client information, support preparation for meetings, and assist with marketing initiatives. The ideal candidate has a bachelor’s degree...Full timeFlexible hours$71.87k - $114.8k
...ACCOUNT OFFICER SENIOR WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking Divisions.... ...effective combinations of products and services for their individual situation. Actively...SeniorImmediate startRemote work$34.32k - $90k
711 MS Smith Barney, LLC in Los Angeles seeks a Client Service Associate to provide exceptional service while supporting Financial Advisors. The role requires strong interpersonal skills and the ability to assist clients with their needs effectively. The ideal candidate...Work at office$85k - $110k
...Overview SENIOR CLIENT SERVICE ASSOCIATE — WEALTH MANAGEMENT Woodland Hills, CA | Onsite | Base $85–110K | Discretionary bonus We're recruiting on behalf... ...Direct HNW client interaction Full ownership of account ops — openings, transfers, ACATs Schwab Advisor Services experience...Permanent employment$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members... ...processes to further enhance the team's performance. Onboards new clients, opens new client accounts and researches client...SeniorWork at office$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- 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...
$45k - $85k
...history and recognition for service and excellence in the... ...seeking a dynamic Registered Client Service Associate who is a motivated, detail... ...advisors and branch office.* Onboards new clients, opens new client... ...Raymond James - and why they stay. #J-18808-Ljbffr BBF WealthWork experience placementWork at office$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...- RBC Capital Markets, LLC in El Segundo, California is seeking a Registered Client Associate to serve financial advisors and clients. You will utilize your administrative skills to assist in account management, demonstrate a client-first approach, and adhere to compliance...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo... ...transfers in accounts Plan and manage new account onboarding process including SMA and alternative investments...Work at office- ...PowerToFly seeks a Registered Client Service Associate in Pasadena, CA, dedicated to delivering exceptional service to clients and supporting Financial Advisor teams. The ideal candidate must possess strong interpersonal skills, be detail-oriented, and knowledgeable about...Work at office
$265k - $320k
...Description Job Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services practice in Los... ...an attorney interested in sophisticated estate planning, wealth transfer planning, tax strategy, trust and estate...SeniorFull timeTemporary workPrivate practiceWork at officeRemote workFlexible hours$85k - $110k
...Strategic Employment Partners (SEP) is seeking a Senior Client Service Associate in Wealth Management to join their team in Woodland Hills, CA. This is a newly established senior position where you will take ownership of account operations for high-net-worth clients and...Senior$95k - $130k
A wealth management firm located in Los Angeles is seeking a motivated Senior Associate to enhance client relationships. Responsibilities include operational support, preparing reports, and participating in client meetings. Requires a Bachelor's degree, 2+ years of experience...Senior$34.32k - $90k
...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 interactions with clients, individuals in this role build trusted relationships. Leading...Temporary workPart timeWork at officeLocal area$30 - $33.65 per hour
...financialsolutions through our Wealth Management, Capital... ...Clearing & Prime Services divisions. Headquartered... ...Registered ClientService Associate to support Financial Advisors and senior level management. Responsibilities... ...support to clients and Financial Advisors Maintain...Work experience placementWork at officeImmediate startFlexible hours$34.32k - $90k
...Job DescriptionClient 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 interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- ...candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in the Los Angeles area. The... ...will join a highly talented team of wealth management professionals that service... ...with associate wealth advisors and senior advisors to prioritize workload, provides...Work at office
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