Senior Private Wealth Client Service Associate
Morgan-Stanley
Morgan Stanley in the United States seeks a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing money movements, and maintaining accurate account information. The role requires exceptional communication, attention to detail, and the ability to operate in a fast-paced environment while upholding firm policies and delivering high‑quality service. #J-18808-Ljbffr Morgan-Stanley
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Client Service Associate in Los Angeles, CA vacancy
$35.12k - $90k
POSITION SUMMARYSenior 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...SeniorTemporary workWork at officeLocal areaWork visa$265k - $320k
...Description Job Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services practice in... ...an attorney interested in sophisticated estate planning, wealth transfer planning, tax strategy, trust and estate...SeniorFull timeTemporary workPrivate practiceWork at officeRemote workFlexible hoursDirect Counsel
Los Angeles, CA6 days ago$35.12k - $90k
...POSITION SUMMARY Senior 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...SeniorFull timeTemporary workWork at officeLocal areaWork visa- ...Dental, Vision, Medical, 401(k) Overview We are seeking a Senior Client Service Associate to provide high-touch operational and client support... ...experience in a similar role within investment management, wealth management, or a broker-dealer environment Strong understanding...SeniorWork at office
- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships with clients, handling routine inquiries, and processing...Suggested
- ...Job Description Job Description Overview East West Bank is currently seeking Senior Client Services Associate who will be responsible for supporting the Private Bankers and Private Client Advisors within the Private Banking Department to achieve sales, service,...SeniorFlexible hours
East West Bank
Pasadena, CA3 days ago - City National Bank is seeking an Investment Service Associate Senior to support Investment Services Managers in managing client accounts and maintaining regulatory compliance... ..., trustees, attorneys, and users across Wealth Management to deliver high-quality service....Senior
$25 - $45 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- JPMorganChase in Los Angeles seeks a Client Associate within the JPMorgan Advisors team. You will support Financial Advisors and clients, delivering personalized wealth management solutions and building lasting client relationships. You will work with Advisors across planning...
- UBS is seeking a Client Associate in Los Angeles to support the Private Wealth Management team by maintaining client records, educating clients on account services, and preparing materials for meetings. You will handle documentation for new accounts, provide day-to-day...
- ...Jobot seeks a Sr. Estate Planning Attorney in Los Angeles to lead sophisticated private client matters and mentor junior attorneys. You will manage complex wealth-transfer projects, collaborate with tax and business teams, and actively engage in client relationships...Senior
- Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors/Private Wealth Advisors and teams with senior service responsibilities. The role emphasizes building trusted client relationships and delivering an exceptional client experience. You will...Senior
- ...Jobot is seeking a Client Associate for a top wealth management firm in Los Angeles. You will support financial advisors, manage client onboarding, and help deliver high‑touch service to families. A Bachelor’s degree is required and a Series 65 is expected or pursued....
Jobot
Los Angeles, CA1 day ago - ...J.P. Morgan Advisors in Los Angeles, CA is seeking a Client Associate to deliver personalized wealth management support to ultra-high net worth clients. You... ...Management platform, ensuring high-quality client service and seamless onboarding, while contributing to a culture...
Testing Site - JPMC
Los Angeles, CA1 day ago - ...The Senior Wealth Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client relationships, delivering sophisticated wealth management advice, developing other advisors, and contributing meaningfully to the...Senior
Threadline Wealth
Los Angeles, CA4 days ago $25 - $44 per hour
...About this job Job Description: Merrill Wealth Management is a leading provider of... ...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift$70k - $110k
Jobot is seeking a Client Associate for a top wealth management firm in Pasadena, CA. The role supports families with high-touch, client-centric wealth... ...ll work with teams across the firm to deliver thoughtful service and trusted guidance. Salary ranges from $70,000 to $110,...$75k - $110k
...passion for delivering exceptional client outcomes. Job Description The Client Service Associate collaborates with Relationship... ...1-3 years of experience in wealth management Excellent verbal and... ...salary range: $75,000 - $110,000 Seniority level Seniority level Associate...Full timeJanuary startWork at office- ...Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'... ...the heart of delivering exceptional wealth management services to ultra-high net worth clients.... ...fund orders, fixed income trades and private investments Provide support across a...SeniorLocal area
- ...Job Description Job Description Overview 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...SeniorWork at office
- ...partnered with a nationally recognized, rapidly growing RIA to add a Senior Wealth Advisor in the Los Angeles area. This role focuses on serving... ..., and wealth management specialists to deliver integrated client solutions, while growing a book of business through referrals...Senior
- JPMorgan Chase Wealth Management is seeking a Wealth Client Specialist who focuses on holistically addressing the wealth needs of High Net Worth and Ultra... ...will market and sell JPMorgan Chase wealth management services and collaborate with a team to provide high level...Senior
$170k - $200k
Aon is seeking a Wealth Advisor at the SVP level in Los Angeles to partner with the Ground Control team. This role entails managing client relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing...Senior- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- ...Los Angeles seeks an experienced wealth management professional to grow client relationships and advise on cross-... ...investments, trust and fiduciary services. You will lead negotiations on complex... ...terms and collaborate with senior management to deliver strategic guidance...Senior
$84k - $202k
...The Opportunity As a Management Consulting - Sales, Service and Marketing - Senior Associate Intern, you will engage with clients to enhance their customer strategies, improve service design, and optimize performance within our Advisory practice. As an Intern, you will...SeniorSummer workInternshipH1bPwC
Los Angeles, CA4 days ago$350k
...Job Description Job Description Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit... ...Los Angeles market. Our client is seeking a Senior Wealth Advisor who leads with investments. Manage...SeniorAvior Executive Search
Los Angeles, CA17 days ago$162.1k - $270.1k
...goal met through the acquisition of new clients from internal and external sources, and the... ...of solutions for a comprehensive wealth management strategy for individuals, business... ...Promotes and sells the full array of financial services distributed by the Company to current and...SeniorTemporary workWork experience placementLocal areaM&T Bank Corporation
Los Angeles, CA2 days ago- HSBC in Beverly Hills is seeking a Wealth Relationship Manager to build meaningful relationships with high-value clients. You will work with a Wealth Relationship Officer and service teams to deliver tailored banking, investments and insurance solutions based on client...Senior
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior... ...will be responsible for providing clients with direct access to investment...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Client Service Associate. Be the first to apply!
Related searches
- client services associate Los Angeles, CA
- client engagement associate Los Angeles, CA
- client success associate Los Angeles, CA
- client relationship associate Los Angeles, CA
- client solutions associate Los Angeles, CA
- registered client associate Los Angeles, CA
- client account associate Los Angeles, CA
- services specialist Los Angeles, CA
- member services specialist Los Angeles, CA
- family services specialist Los Angeles, CA