Client Associate
$35.6k - $66.2kOliver Wyman
Job Description
BSA
The applicable base salary range for this role is $35,600 to $66,200.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
$25 - $44 per hour
...education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....SuggestedHourly paySeasonal workWork at officeWork from homeDay shift- ...TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle...SuggestedHourly payPart timeWeekend workAfternoon shift
$34.32k - $90k
...Registered Client Service Associate 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 interactions with clients, individuals...SuggestedTemporary workWork at officeLocal area- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...Suggested
- ...fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. As a Senior Client Relationship Associate (CRA) will partner with our wealth...SuggestedTemporary workWork at officeFlexible hours
$85k - $110k
...Wealth Management Client Service Associate Location: Walnut Creek, CA Hiring Firm: Soteris Private Wealth Pay Range: $85,000 $110,000 Base + Discretionary Bonus Potential Experience: 3-5+ years of experience in client service, wealth management operations...Full timeWork at office- Soteris Private Wealth is seeking an experienced Wealth Management Client Service Associate to deliver high-quality client service and operational support for a boutique wealth management team in Walnut Creek, CA. You will work closely with the Senior Client Associate...
$80k - $100k
...Client Service Operations Associate Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego. We are seeking a permanently remote Client Service Operations Associate to join our team. If you'd like to join a wealth management team that...Full timeWork experience placementWork at officeRemote workWork from homeMonday to Friday$55k - $75k
...Your Role Are you analytical and detail oriented? Do you enjoy working with data and supporting client relationships? We’re looking for a Client Associate to: Support the preparation of reports, presentations, and materials for client meetings Conduct basic research and...Full timeWork at office- Morgan Stanley is seeking a Registered Client Service Associate in Walnut Creek, California. In this role, you will provide exceptional service to clients, supporting Financial Advisors with their daily needs. The ideal candidate will possess strong interpersonal skills...
- J.P. Morgan Chase's Wealth Management division is seeking a Private Client Investment Associate to support Private Client Advisors with client service, operations, and administrative tasks. You will help with account openings, money movements, investment trades, and wealth...
- JPMorganChase is seeking a Private Client Investment Associate to provide client service and operational support within their Wealth Management division. Responsibilities include supporting Advisors with operational requests, building client relationships, engaging in risk...
- At J.P. Morgan Chase , we are dedicated to helping our clients, caring for our employees, building relationships, and providing outstanding... ...to meet clients’ financial needs. Private Client Investment Associate In this role, you will provide client service, operational...
- As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job Responsibilities Support Advisors book of business including...
- JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Walnut Creek, California. This role involves providing operational support and client service to Private Client Advisors. You'll facilitate operational requests, manage client relationships, and assist...
- JPMorgan Chase & Co. is looking for a Private Client Investment Associate to provide exceptional service in Wealth Management. This role involves supporting Private Client Advisors, facilitating operational requests, and building strong client relationships. The ideal candidate...
- ...Sr. Client Service Associate/ Sr. Client Service Manager Our Walnut Creek, CA office is looking for an Sr. Client Service Associate/ Sr. Client Service Manager to join the team. In this role you will serve as a liaison between the client and the Financial Advisor Teams...Full timeTemporary workWork at officeFlexible hours
- ...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
$45k - $75k
...Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeFlexible hours$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- ...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
- ...Client Services Team Job Description About TeamCivX TeamCivX is California's leader in election strategy and communications... ...California. Applicants must reside in California. Client Services Associate (CSA) The primary focus of TeamCivX Client Services...Remote workRelocation
$70k - $80k
...in Orinda, California. As a non-discretionary advisor serving clients around the United States, we provide analysis on securities, portfolios... ...client assets. The Role We are seeking a Client Service Associate who enjoys being part of a tight-knit team, working with...Permanent employmentWork at officeLocal areaRemote workFlexible hours- ...positioning you as a strong business partner and trusted advisor who delivers exceptional value through local expertise and outstanding client service. We handle litigation arising from claims asserted against policyholders or the company and take cases from inception...Full timeLocal areaFlexible hours
$200k - $250k
...litigation from investigation through trial, serving as first chair in high-stakes matters and pursuing positive verdicts while protecting client interests. This role combines courtroom advocacy, strategic case development, and collaborative work with experts and clients to...2 days per week- ...liability, wrongful death, products liability, and residential real estate disputes. The role requires strong trial and motion practice, client counseling, and the ability to drive favorable outcomes through focused legal strategy, efficient case management, and effective...Live inWork at officeLocal areaRemote work
- ...years of experience to join a growing law firm serving community associations in California. This opportunity offers exposure to a broad... ...writing, sound analytical judgment, and the confidence to represent clients effectively in both court proceedings and day-to-day counsel....Permanent employmentContract workWork at office
- ...positioning you as a strong business partner and trusted advisor who delivers exceptional value through local expertise and outstanding client service. We handle litigation arising from claims asserted against policyholders or the company and take cases from inception...Full timeWork at officeLocal areaFlexible hours
- ...comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.Responsibilities:• Represent clients in complex litigation cases, ensuring their interests are effectively advocated.• Prepare and draft legal documents, including motions...Flexible hours
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