Wealth Management Client Services Specialist
PowerToFly
A financial services company is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. This role requires strong interpersonal and organizational skills, with responsibilities including maintaining client relationships, assisting with account management, and preparing financial materials. The ideal candidate has a high school diploma, some industry experience, and is willing to obtain relevant certifications. This position offers competitive compensation aligned with industry standards. #J-18808-Ljbffr
- A boutique wealth management firm located in Los Angeles seeks a dedicated client service representative. The ideal candidate will ensure every client receives exceptional service, while also performing various administrative tasks to support the efficiency of operations...Suggested
$150k - $175k
...California office.As a part of a client relationship team dedicated to... ...the highest level of client service, professionalism, and... ...Primary Responsibilities Actively manage and oversee the client’s investment... ...and communicate sophisticated wealth management topics in a concise...SuggestedWork at officeLocal area$5,000 per month
...A boutique wealth management firm is seeking a client-facing specialist to support advisors and operations. Responsibilities include managing client inquiries, account administration, and custodial processes with noted platforms like Charles Schwab and Fidelity. Candidates...SuggestedFull timeRemote work$17 - $28 per hour
...Treasury Management Client Services Specialist Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hours- ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees,... ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Suggested
- BNY is seeking a Specialist, Client Service Management II to join our Client Services team in Los Angeles. In this role, you will engage directly with... ...resolve moderately complex issues while partnering with Wealth Advisors and Associates to maintain strong client relations...
- ...Senior Client Relations Specialist We are a proud work-from-office company. If... ...organization in the HR technology and service sector, providing a... ...HR/HCM technology, managed services, and global business... ...Their experience brings a wealth of knowledge to the client...Temporary workWork at officeFlexible hours
- ...Morgan Chase, we are committed to helping clients achieve their financial goals,... ...and inclusion, and providing top-tier service through our investment solutions and digital... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...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...
$5,000 per month
...) Compensation: $5000 USD per month Join a boutique wealth management firm as a client‑facing specialist supporting advisors and operations. Handle client inquiries... ...Schwab and Fidelity. Serve as primary contact for service requests while maintaining compliance standards....Full timeFor contractorsWork at officeRemote work- LVMH Group is hiring a Retail Support Associate for its RIMOWA brand in Beverly Hills, California. The role involves assisting the store team with operational duties to boost productivity and performance. The ideal candidate should have a High School diploma or equivalent...
$60k
...global leader in commercial real estate services. We have been ranked the industry's top... ...on crafting successful outcomes for our clients, employees and shareholders. We offer a... ...Building Operations & Experience (facilities management, property management, flex space &...Work at officeLocal areaVisa sponsorshipFlexible hours- ...relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As... ...provides full‑service payment processing solutions to its clients and serves the Community Association Management industry...Local areaImmediate startFlexible hours
- A leading banking institution in Los Angeles seeks a Relationship Banker to deliver exceptional client service and manage client relationships effectively. The ideal candidate should have over a year of sales experience in Retail Banking, strong communication skills, and...Weekend workAfternoon shift
$25.93 - $41.43 per hour
SERVICE REPRESENTATIVE II - TREASURY MANAGEMENT WHAT IS THE OPPORTUNITY? Serves as primary customer service & training contact for Treasury Management Services. Acts as liaison between clients and various Bank units to independently respond to client inquires and resolve...Hourly payPermanent employmentRemote work- BNY Mellon is seeking a Specialist, Client Service Management II to join their Client Services team in Los Angeles or Newport Beach, CA. In this role, you will work closely with clients, resolving complex issues and enhancing client experience through effective relationship...
$100k - $275k
Bank of America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities and managing client relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong...- Customer Service Representative page is loaded## Customer Service Representativelocations... ...Talk with lead, supervisor, co-workers, managers, and customers in a professional manner*... ...evolving processes, we ensure that our clients experience unmatched service excellence...Hourly payShift work
$22 - $24 per hour
Job Title: Client Services Specialist JANUS et Cie, a reputable, design-focused leader in the furniture industry, is seeking detailed individuals... ...a Client Services Specialist to support our Sales Reps in managing all sales accounts within their territory. This position...Hourly payFull timeWork at officeMonday to Friday- ...Treasury Management Sales Implementation Specialist MidFirst Bank is a full service bank with a vision of unparalleled client service in California. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with...Hourly payRemote work
$64.5k - $75k
...Client Relationship Specialist The Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing a variety of client's financial transactions... ...to deliver high-quality service and maintain regulatory compliance...Work at officeLocal areaRemote workWorldwide- ...deliver personalized investment solutions to clients by relying on leadership and... ...with a consistent focus on relationship management, not portfolio management Demonstrate a... ...Financial Advisor role or equivalent financial services experience Demonstrated success in client...
$120k - $130k
Senior Associate, Client Advisor SCS Financial is seeking a highly... ...closely with senior wealth management professionals to deliver comprehensive... ...include client servicing, financial analysis, presentation... ...with internal and external specialists to identify, coordinate,...Work at office- ...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...
- ...Virtualite Virtualite Business Process Outsourcing Services helps entrepreneurs and organizations... ...operations through virtual support and digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll work...Remote workWork from home
- RBC Capital Markets, LLC in Beverly Hills is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. Key responsibilities include managing account inquiries, ensuring compliance standards, and facilitating transactions in a dynamic...
$70k - $80k
...estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented... ...~ Update&maintaincompany Contact Relationship Management (CRM) database to track prospects, clients, and deal...Daily paidWork at officeLocal area- ...additional administrative support person to our team. Daily functions include faxing, scanning, phone, patient records management, and basic customer service skills. We are looking for attention to detail as you learn our systems and execute the functions of an...Full timeWork at office3 days per week
$53.96k - $86.18k
City National Bank is seeking an Account Officer I in Los Angeles to manage client relationships and provide operational support across multiple banking services. This role involves addressing client inquiries, resolving issues, and ensuring effective operations related...- JPMorgan Chase & Co. in Glendale, California is seeking a Private Client Advisor to deliver personalized investment solutions and... ...of experience in a Financial Advisor role, strong relationship management skills, and the necessary licenses including Series 7 and 66. The...
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