Client Services Associate — Fast-Track to Leadership
Third Bridge
Third Bridge is seeking a Client Services Associate in a fast-paced, high-energy environment. You will find, call, and engage industry experts to deliver insights for clients, often under tight deadlines. You’ll develop commercial awareness and business acumen, with opportunities to move into management within two years as you grow in sales, account management, and leadership roles. A career launchpad with strong internal growth awaits. #J-18808-Ljbffr Third Bridge
$96k - $127k
Third Bridge is looking for a Client Services Associate based in Los Angeles, California. This role offers a career launchpad for ambitious individuals who thrive in fast-paced, target-driven environments. As an Associate, you will engage industry experts to deliver insights...Suggested- Third Bridge Group is seeking a motivated Client Services Associate to drive outreach, schedule expert calls, and deliver critical insights for... ...to advance into management in as little as two years and a track record of internal promotions. This role offers a high-energy...Suggested
$96k - $127k
Third Bridge Group in Los Angeles is looking for a Client Services Associate. In this role, you'll engage with industry experts, ensuring clients receive the insights they need promptly. The position offers great career progression with a clear pathway to management within...Suggested$90k
...investment firms, offering clients 24/7 coverage... .... The Survey Associate position is a key... ...You can handle a fast-paced environment... ...-oriented, client-servicing environment Superior... ...negotiation. Fast-track your growth: there... ...performers into leadership roles within 2 years...SuggestedFlexible hours$55k - $85k
...Job Description This position is for an client service associate/manager (series 7 licensed or... ...Responsibilities: · Prioritize daily tasks, track progress of projects and deadlines ·... ...PowerPoint, etc.) Ability to work in a fast-paced environment with high attention to...SuggestedFull timeWork at officeShift work$265k - $320k
...California with over 65 years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join their team in a full-... ...professional development, technical excellence, thought leadership, and active participation in the private client services...Full time- ...experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed... ...reports for Client Management to assist with the tracking and supervision of the Program accounts. Interact with...
$85k - $105k
...Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team.... ...excellent opportunity to join a modern and fast-growing investment firm that provides... ...income portfolios, as well as financial services including wealth management, business management...Full timeWork at officeLocal area$55k - $75k
...Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles... ...Division has an immediate need for a Client Service Associate. This position will be responsible for... ...efficiently while meeting tight deadlines in a fast-paced environment Apply critical...Immediate start$80k
...Client Services Associate Location: Santa Monica, CA Schedule: 100% in-office, Monday–Friday, 8:00 a.m.–5:00 p.m. Compensation: $80K+ Base salary... ...-through. Able to work quickly and efficiently in a fast-paced environment without sacrificing quality. Professional...Work at officeMonday to Friday$265k - $320k
...Job Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services practice in Los... ...Environmental Other practice groups ~ Participate in thought leadership, industry events, and professional development initiatives...Full timeTemporary workPrivate practiceWork at officeRemote workFlexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County... ...listening communication skills Comfortable working in a fast-paced and deadline focused environment Skills/...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
$35.15k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor... ...ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to...Temporary workWork at officeLocal area$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future... ...individuals and companies unlock their full potential through leadership, innovation, and continuous development. As we continue...Full timeWork at office$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through regular... ...ability to collaborate with others Ability to work in a fast‑paced, evolving environment Adaptable and ability to...Temporary workWork at officeLocal area- Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions... ...clients operate. Proven ability to work in a rigorous, fast‑moving environment. Meticulous attention to detail and a strong...Full timeWorldwideFlexible hours
$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... ...events Prioritize daily work, track progress of projects and...Local area- ...leading investment research firm in Los Angeles is looking for a Client Services Associate for their Surveys team. This role involves executing... ...position requires attention to detail and the ability to work in a fast-paced environment. #J-18808-Ljbffr Third Bridge GroupRemote job
- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive... ...check-ins to gather feedback and ensure satisfaction Track account activity, service issues, and opportunities in the...Full time
$18 - $23 per hour
...for an accommodation or an alternative application process. Client Services Associate - Flex Support Support Glendale, AZ, US 5 days ago... ...orientated individual who can manage high volume calls in a fast-paced environment. Candidate must be able to stay calm under...Hourly payFull timeWork at officeRemote workRelocation packageMonday to ThursdayFlexible hours$110k - $120k
...Client Service/Advisory Associate (CSA) Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory... ...tasks. Can handle multiple assignments and work in a fast-paced environment. Ability to solve problems, anticipate...Permanent employmentWork at officeLocal areaFlexible hours$79k - $99k
...Location: Woodland Hills, CA Work Arrangement: In-office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Woodland Hills, CA might include the following: Works on a team to provide accounting services for clients from a multi-faceted...Work at officeLocal areaVisa sponsorship$70k - $80k
...Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports...Full timeWork at officeFlexible hours$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- ...Angeles is seeking a motivated Senior Associate to help manage key elements of the client relationship and operational... ...have at least 2 years in financial services, a Bachelor's degree, and strong organizational... ...and communication skills in a fast-paced environment. #J-18808-...
- ...International, LLC in Glendale, Arizona is seeking a high-energy Service Advisor ready to drive customer satisfaction and shop success. You will engage with customers, track performance, and lead by example in a fast-paced environment. The ideal candidate possesses strong...
- ...Treasury Management Client Services Associate The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services. This role serves as a key point of...Work at officeLocal areaRemote work
- UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment. Ideal candidates hold Series 7/66 licenses (for CSAs),...Work at office
- AscendHire is seeking candidates for a client service position located in Los Angeles, California. The role involves assisting financial advisors by providing day-to-day operational support for Investment Advisory Program accounts and brokerage accounts. Qualified candidates...
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