Client Onboarding & Service Associate
$55k - $75kWedbush
Wedbush in Los Angeles is seeking a Client Service Associate responsible for account openings and client service within their Correspondent Services Division. This role involves reviewing transfer requests, processing various forms, and serving as the main contact for clients. The ideal candidate will possess strong communication skills and a minimum of 3 years in the financial services sector, with proficiency in BETA and FIS systems. A competitive salary range of $55,000 to $75,000 is offered. #J-18808-Ljbffr Wedbush
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Onboarding & Service Associate in Los Angeles, CA vacancy
$60k
...A reputable financial services firm is seeking a remote Bookkeeping Relations Specialist in Arizona. You will be the primary contact for clients in the Bookkeeping department, guiding them through onboarding and supporting their service journey. This role requires strong...SuggestedRemote workFlexible hoursGuidant Financial
Glendale, CA4 days ago- ...Vision, Medical, 401(k) Overview We are seeking a Senior Client Service Associate to provide high-touch operational and client support within... ...support day-to-day servicing needs Manage the new client onboarding process, including documentation collection, account setup...SuggestedWork at office
Addison Group
Los Angeles, CA14 hours ago $70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...asset transfers in accounts Plan and manage new account onboarding process including SMA and alternative investments Closely...SuggestedWork at officeVodia Ventures
Pasadena, CA3 days ago- ...About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive... ...service issues, and opportunities in the CRM Assist with onboarding new clients to ensure a smooth transition Coordinate with...SuggestedFull time
FF Company
Los Angeles, CA3 days ago $80k - $95k
...Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in... ...related administrative and operational tasks, including account onboarding, transactions, and reporting. Coordinate with internal...SuggestedWork at officeRemote workTCW
Los Angeles, CA3 days ago$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information...Temporary workWork at officeLocal areaMorgan Stanley
Los Angeles, CA3 days ago$20 - $27 per hour
...Senior Premier Client Services Associate We are currently seeking a Senior Premier Client Services Associate. The Client Services Associate... ...NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting...Work at office$34.32k - $90k
...Job Title Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboarding and maintaining client accounts, including collecting client...Temporary workWork at officeLocal area$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...Work at office$100k - $120k
...families, foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support institutional... ...handling subscription documents. Manage the new client onboarding process, including meeting preparation, collection of client...Permanent employmentWork at officeLocal areaWork from homeGaynor Staffing & Consulting
Beverly Hills, CA24 days ago- ...their goals using our products. This entry-level remote position involves building relationships, providing support, and conducting onboarding sessions. Ideal candidates are organized, passionate about customer success, and possess communication skills. The role offers...Remote jobFlexible hours
$80.1k - $128.16k
...Capital Group as a Global Investment Control (GIC) - Private Client Services (PCS) Associate. In this role you will administer Mutual Fund, ETF, and... ...knowledge‑management content that supports team onboarding and operational excellence. Qualifications Self‑driven,...Local areaFlexible hours$30 per hour
DOGPOUND LA - Client Service Associate (CSA) Role Location: 627 N Robertson Blvd, West Hollywood, CA Compensation: $30/hour Schedule: Full... ...conversion and retention initiatives. Membership Support & Onboarding Confidently communicate DOGPOUND membership offerings and...Full timeImmediate startAfternoon shift$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) teams on a daily basis.... ...in digital tools (e.g., MSOnline, eSign, eAuthorization) Onboarding and maintaining client accounts, including collecting client...Temporary workWork at officeLocal area- SUMMARY: Become a Client Service Associate (CSA) with SEIA! The CSA serves as a key liaison between clients, advisors, financial custodians,... ...advisors, operations, and compliance teams to ensure smooth onboarding, high-quality service delivery, and consistent...Full timeWork at officeImmediate startRemote work
- ...About Virtualite Virtualite Business Process Outsourcing Services helps entrepreneurs and organizations streamline operations... ...digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll work with...Remote workWork from home
Virtualite
Los Angeles, CA4 days ago $115k - $135k
Ares Management, based in Los Angeles, is searching for an Associate to join its Global Client Solutions team. This role will support various areas including investor data management and onboarding processes. The ideal candidate will possess a Bachelor’s Degree, along...- ...SECURITIES, LLC in Woodland Hills, CA, is seeking a Registered Client Service Associate to be a trusted contact between high-net-worth clients and... .... You will help with estate planning navigation, account onboarding, and clear communication. You will support financial...
$80.1k - $128.16k
...and a stronger community of associates united by our mission. At Capital... ...values every day: Integrity, Client Focus, Diverse Perspectives,... ...succeed as a Private Client Service Associate at Capital Group.”... ...presentations, process client requests, onboard new client accounts, make...Full timeTemporary workLocal areaFlexible hours- ...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... ...Growth- Your journey with us goes beyond onboarding. Enhance your spa industry career...Flexible hoursShift work
Hand & Stone - 19300 Rinaldi St - Porter Ranch, CA
Los Angeles, CA16 days ago $47k - $51k
...Service Account Coordinator Catch Vibe Voice is seeking a highly organized and customer... ...Service Account Coordinator to support client accounts and ensure a seamless service... ...with clients and team members. Support onboarding activities and account transitions when...Work at officeAlphabe Insight
Los Angeles, CA1 day ago$80k - $85k
Customer Service Manager, Onboarding Operations and BPO Oversight Job type: Full Time · Department: Customer Service · Work type: On-Site · USD... ...role. Internally, the manager leads a team of CS1 associates responsible for guiding patients from purchase through manufacturing...Full timeWeekend work$75k - $85k
The Commercial Servicing Officer is a critical role on the Commercial Banking team who will... ...supporting the delivery of exceptional client experiences, ensure regulatory compliance... ...regulations. Active participation in onboarding and KYC activities for clients in portfolio...Full timeWork at officeLocal area- ...Customer Retention Specialist within our travel services department. In this fully remote position, you will focus on strengthening client loyalty by delivering exceptional service... ...-from-home opportunity Comprehensive onboarding and certification program Access to...For contractorsRemote workWork from homeFlexible hours
Hopesglobalgetaways
Glendale, CA4 days ago $20 - $27 per hour
...sustainable businesses and expand our associates’ potential for career... ...currently seeking a Customer Service Specialist to support the... ...collecting required documents from clients. Act as the primary point of... ...exception wires, new account onboarding, fee waivers/exceptions/...East West Bank
Pasadena, CA4 days ago$22 per hour
...Client Service Associate This position will have 90-days of in-person training at the SAGE office at our Phx Maryvale office (53rd Ave, Phx, 85031), and then will have the opportunity to work remotely from home. This is a Full-Time position. Monday through Friday, 8:3...Hourly payFull timeWork at officeRemote workWork from homeMonday to FridaySAGE Counseling
Glendale, CA1 day ago$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered...Full timeWork at officeAlphabe Insight
Los Angeles, CA1 day ago$90k
...serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+... ...seamlessly and quickly. The Survey Associate position is a key enabler in the development... ...-driven, process-oriented, client-servicing environment Superior writing, logic and...Flexible hoursThird Bridge Group
Los Angeles, CA3 days ago$25 - $26 per hour
...seeking a compassionate and detail‑oriented Client Relations Specialist to work with... ...their care and provide exceptional customer service. Why You’ll Love This Role Competitive... ...Training & Mentorship: Benefit from structured onboarding and ongoing development Key...Hourly payWeekly payTemporary workWork at officeLocal areaFlexible hoursMaxim Healthcare Service
Gardena, CA15 hours ago$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 workWork at officeLocal areaMorgan Stanley
Los Angeles, CA14 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding & Service Associate. Be the first to apply!
Related searches
- client engagement associate Los Angeles, CA
- client relationship associate Los Angeles, CA
- client services associate Los Angeles, CA
- registered client associate Los Angeles, CA
- client account associate Los Angeles, CA
- client solutions associate Los Angeles, CA
- client success associate Los Angeles, CA
- service advisor automotive Los Angeles, CA
- loan servicing specialist Los Angeles, CA
- service consultant Los Angeles, CA