Wealth Client Services Associate
711 MS Smith Barney, LLC
Morgan Stanley in Newport Beach, CA seeks a Registered Client Service Associate to support Financial Advisors and client relationships in a fast-paced, client-first environment. You will handle everyday requests, digital tool onboarding, and clerical account tasks to ensure accurate, timely service. Ideal candidates have strong communication, organization, and teamwork skills, plus relevant Series licenses and industry experience. This role emphasizes service quality and ongoing learning. #J-18808-Ljbffr 711 MS Smith Barney, LLC
- Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process transactions, and respond to account inquiries in a fast-paced, client-first environment...Suggested
- Morgan Stanley is seeking a Registered Client Service Associate in Newport Beach, CA to support Financial Advisors and Private Wealth Advisors in daily client service, account maintenance, and transaction support. The role emphasizes client-first service, strong communication...Suggested
- Fwainvest in Newport Beach, CA is seeking a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to handle multiple tasks in a fast-paced environment...Suggested
- Wealth Enhancement Group’s Irvine, CA office is seeking a Client Service Associate to bridge the client and Financial Advisor, handling client paperwork and account reviews. This on-site role operates Monday-Friday, 8am-5pm, with a starting pay range of $31.25/hr to $3...SuggestedWork at officeMonday to Friday
- Merrill Wealth Management, a Bank of America division, is seeking a Client Service Associate to support Financial Advisors in delivering personalized banking and investment solutions. You will educate clients on services, ensure accurate materials, and help deepen relationships...Suggested
- UBS is seeking a Client Associate in Newport Beach, CA to support a Private Wealth Management Team. You will keep client information current, educate clients on account services, and assist with meeting materials and reports. Strong MS Office skills and a Servant attitude...
- Merrill Wealth Management is seeking a Client Services Associate in Newport Beach, CA to deliver superior client service, educate clients on a broad range of banking offerings, and support Financial Advisors in delivering tailored wealth management solutions. In this role...
$34.32k - $90k
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 in this role build trusted relationships...Temporary workWork at officeLocal areaWork visa$28.47 - $47.44 per hour
...Financial to shape your success while helping clients pursue their financial goals.Job Overview:As a Registered Client Service Associate, you will provide comprehensive... ...experience in a client-facing role supporting wealth management advisors, with the ability to remain...Work at officeWork from home$45k - $85k
...years of rich history and recognition for service and excellence in the Financial... ...James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ...financial services company providing wealth management, capital markets, asset management...Work experience placementWork at office$55k - $80k
...their prospective and existing clients and other branch staff team... ...history and recognition for service and excellence in the Financial... ...Registered Client Service Associate who is a motivated, detail oriented... ...services company providing wealth management, capital markets,...Work at office$34.32k - $90k
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 in this role build trusted relationships...Temporary workWork at officeLocal area- Job Description We are seeking a Senior Client Service Associate for our Newport Beach, CA office who will deliver a high level of service to clients and serve as a trusted liaison among clients, Wealth Advisors, and custodial partners. The successful candidate will support...Work at office
$31.25 - $33.65 per hour
...Client Service AssociateOur Irvine, CA office is looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work... ...someone looking to grow a career within wealth management.This is an on-site position; in-...Full timeWork at officeMonday to FridayFlexible hours$31.25 - $33.65 per hour
About Wealth Enhancement Wealth Enhancement is an independent wealth... ...enriching the lives of our clients. We continually seek to... ...plans and investment management services to over 90,000 households from... ...looking for a Client Service Associate to serve as the liaison between...Full timeTemporary workWork at officeMonday to FridayFlexible hours$64.1k - $88.1k
...Our Company We're a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Full timeTemporary workWork experience placementLocal area- Raymond James in Newport Beach, CA is seeking a Registered Client Service Associate to support financial advisors and their clients with high‑quality administrative assistance. You will handle inquiries, scheduling, onboarding, and liaison across phone, email, in person...
- ...Wealth Management Client Associate Newport Beach, California To proceed with your application, you must be at least 18 years of age. Acknowledge... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
- ...Newport Beach, CA seeks an exceptional individual to join our high-producing team. The role requires licensing readiness, strong client service, and meticulous attention to detail in handling accounts and regulatory duties. The position supports Financial Advisors with...
- Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role includes onboarding new clients, opening accounts, and maintaining client information across systems....
$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$19 per hour
...time off for any reason. Bonuses: Are available for employee and client referrals for current employees. Benefit Offerings: Medical,... ...enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions...Full timeTemporary workPart timeWork at office$22 - $24 per hour
...person who loves solving problems, helping others, and staying organized in a fast-paced environment? We’re looking for a Client Services Associate to join our growing team and be the friendly, helpful voice of our company. This is a great role for someone who’s detail...Full timeWork at officeFlexible hours- LPL Financial in Newport Beach, CA, seeks a Registered Client Service Associate to provide administrative and operational support within a wealth management practice. You will help enhance the client experience, manage accounts, and ensure compliance while coordinating...Work at officeMonday to Friday
- Morgan Stanley Wealth Management Associates provide exceptional client service and support for Financial Advisors, PWAs, and teams. The role focuses on enhancing client relationships, meeting preparation, and timely follow-ups, ensuring all service functions are performed...
- Beacon Pointe Advisors in Newport Beach, CA seeks a Senior Client Service Associate to deliver exceptional client service and act as a liaison among clients, Wealth Advisors, and custodians. You will support investment management and financial planning for high-net-worth...
$19 per hour
...off for any reason. Bonuses: Are available for employee and client referrals for current employees. Benefit Offerings: Medical... ...enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions...Full timeTemporary workPart timeWork at officeImmediate start$64.1k - $88.1k
Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate in Newport Beach to support a high-producing advisor by preparing portfolio materials, building financial plans, and coordinating client meetings. The role requires 3-5 years of experience...Work at office- Ameriprise Financial is seeking a Registered Client Service Associate in Newport Beach to support high-producing advisors by preparing financial plans, conducting investment research, and executing trades. You will manage client meetings, document follow-ups, and ensure...Home office
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