Wealth Client Service Associate
Whittier Advisors
A leading investment management firm in Los Angeles is seeking a Client Service Associate to support Relationship Managers and Portfolio Managers in delivering exceptional service to high-net-worth individuals and institutions. Responsibilities include client interactions, supporting the advisory process, and documenting client communications. Strong communication skills and experience in wealth management are required for this full-time position. #J-18808-Ljbffr Whittier Advisors
$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal area$100k - $120k
...Job Description An established, nationally recognized wealth management firm providing comprehensive investment, financial... ..., families, foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support institutional...SuggestedPermanent employmentWork at officeLocal areaWork from home- Oppenheimer & Co Inc in California is seeking a Registered Client Service Associate to support Financial Advisors in Newport Beach or Los Angeles... ...sales, marketing and day-to-day operations to help grow a wealth management practice and ensure service excellence. The role...Suggested
- ...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 support financial analysis, cash management, and wealth strategies, maintain client records in our CRM, and ensure...Suggested
- Virtus Investment Partners, Inc is seeking an Investment Advisor Associate to provide client service support to high-net-worth individuals. This role includes acting as the primary contact, managing accounts, and executing asset allocation changes. The ideal candidate has...Suggested
- Morgan Stanley is looking for Client Service Associates who excel in providing exceptional support to Financial Advisors and clients. This role demands strong interpersonal skills to cultivate client relationships and accommodate varied client needs. The ideal candidate...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$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 area- ..., Vision, Medical, 401(k) Overview We are seeking a Senior Client Service Associate to provide high-touch operational and client support within... ...experience in a similar role within investment management, wealth management, or a broker-dealer environment Strong understanding...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 Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- Bank of America in Los Angeles is looking for a motivated individual to provide client service support to Financial Advisors. This position emphasizes operational excellence and advocacy for clients while ensuring accurate and timely service. The ideal candidate will thrive...Hourly pay
- ...experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed... ...other Bank products and services, particularly those of Wealth Management. Maintain a strong working knowledge of...
$55k - $65k
...market investment bank and full service broker‑dealer. With roots... ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los... ...to‑day operations of a growing wealth management practice. This role...Local area- Australia-Employment is seeking a Private Client Services Attorney/Associate in Los Angeles. This full-time in-office role requires 3-9 years of experience... ...practice offers opportunities to advise on complex tax, wealth transfer, and succession structures. Join a top-tier firm...Full timeWork at office
$25 - $44 per hour
...Job Description This role provides client service support to multiple Financial Advisors (FAs) and supports enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business. Responsibilities Provides excellent client service...Hourly paySeasonal workWork at officeShift workDay shift$25 - $44 per hour
...Job Description Provides client service support to multiple Financial Advisors (FA). Supports enterprise strategic objectives, operational excellence goals, and client advocacy while customizing solutions based on the FA’s specific needs. Serves as the most frequent point...Hourly paySeasonal workWork at officeShift workDay shift$25 - $37 per hour
...Bank Of America Client Service Support At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities,...Hourly paySeasonal workWork at officeShift workDay shift$125k - $150k
...investment management and advisory services to wealthy individuals,... ..., and foundations, targeting clients with $20 million or more in investable... ...Client Service/Advisory Associate (CSA) to help our team grow.... ...in 2008, Hightower is a wealth‑management firm that provides...Permanent employmentWork at officeLocal areaFlexible hours$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 hours$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 Friday- ...About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
$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 office$80k - $95k
...Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW’s alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries...Work at officeRemote work$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work at office$20 - $27 per hour
...Senior Premier Client Services Associate We are currently seeking a Senior Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting...Work at office- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
- ...Work From Home Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness. Qualifications...Remote workWork from home
$19 - $20 per hour
...Client Service Associate The anticipated base salary range for this position is $19 to $20 hourly. Exact salary depends on several factors such as experience, skills, and budget. What You'll Be Responsible For: The Client Service Associate will provide best in...Hourly payTemporary workLocal areaRemote workFlexible hours$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located...Full timeWork at officeShift work- A leading investment research firm in Los Angeles is looking for a Client Services Associate for their Surveys team. This role involves executing surveys, providing client feedback, and managing expert panels. The ideal candidate will have strong communication skills, a...Remote job
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