Part-Time Client Service Associate, Financial Accounts
Morgan Stanley
Morgan Stanley is looking for Registered Client Service Associates in Santa Monica to provide exceptional service to clients and support Financial Advisors. Responsibilities include managing client inquiries, executing transactions, and maintaining client accounts. This role requires strong interpersonal and organizational skills, along with knowledge of financial products. Employees benefit from a diverse and inclusive environment focused on professional growth. #J-18808-Ljbffr Morgan Stanley
$34.32k - $90k
...Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis.... ...questions concerning client accounts, including relaying stock... ...experience preferred Flexible Part-Time Hours Knowledge/...Part timeFinancialAccountsFull timeTemporary workWork at officeLocal areaFlexible hours- 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...FinancialAccounts
$70k - $80k
...Are you truly service oriented? Do you... ...up-to-date with client information... ...educate clients on account services and... ...Job Type Full Time Job Reference... ...be working as part of UBS Wealth Management... ...meet their financial goals through financial... .... As a Client Associate, you’ll play an...FinancialAccountsFull timeWork at office- ...2 years + experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed accounts, to affluent individuals and... ...provide clients with accurate, timely and extensive information to...FinancialAccounts
$100k - $120k
Senior Client Service Associate An established, nationally recognized wealth management... ...comprehensive investment, financial planning, and retirement... ...to ensure accurate and timely execution of client transactions... ..., preparation of required account documentation, and...FinancialAccountsPermanent employmentWork at officeLocal area$33.28k - $85k
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...and maintain client accounts, including collecting client... ...individualized basis and is only part of the total compensation...FinancialAccountsTemporary workWork at officeLocal area$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing... ...investments and foreign accounts, including setup and... ...environment. Identify time sensitive items and assess... ...both independently and as part of a cohesive team. Provide...FinancialAccountsWork at office- ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help... ...Onboard and maintain client accounts, including collecting client information... ...orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment...FinancialAccountsWork at officeLocal area
- ...Beacon Pointe Advisors as a Client Service Associate (CSA) in the Los Angeles... ...investment management and financial planning needs of high-net-... ...including cash management, account updates, trading, etc. and... ...prioritize workload, provides timely updates on client service items...FinancialAccountsWork at office
$80.1k - $128.16k
...stronger community of associates united by our... ...every day: Integrity, Client Focus, Diverse... ...Enjoy generous time-away and health benefits... ...a Private Client Service Associate at... ...related to client accounts. Additionally, you... ...work effectively as part of a team. You...AccountsFull timeTemporary workLocal areaFlexible hours$55k - $85k
...Description This position is for an client service associate/manager (series 7 licensed... ...potential to grow into a Financial Advisor. Compensation is... ...responsibilities will be to work as part of a team in supporting a... ...to learn Job Type: Full-time Salary: $55,000.00 - $85,...FinancialFull timeWork at officeShift work$70k - $80k
A leading financial services firm is seeking a Client Associate in Beverly Hills, CA to provide exceptional client service and support. The role involves maintaining... ...'s degree in finance is preferred. This full-time position offers a salary range of $70,000 to $80,000...FinancialFull timeWork at office$55k - $65k
...investment bank and full service broker-dealer.... ...activities in the financial services industry,... .... Inc.’s Private Client Division is... ...Registered Client Service Associate for their Newport... ...needs of various accounts in order to answer... ...advisors through timely and accurate responses...FinancialAccountsLocal area- Northern Trust Corp is seeking a Wealth Strategist Sales Associate in Los Angeles to respond to personal financial planning inquiries and prepare materials for client meetings. The role requires 1-3 years of client servicing experience and strong organizational skills. Ideal...Financial
$55k - $65k
A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability...Financial$100k - $120k
Gaynor Staffing is looking for a Senior Client Service Associate in Los Angeles, California. The successful candidate will coordinate operational... ...Ideal candidates should have 5+ years of experience in a financial services role, excellent communication skills, and...FinancialWork at office$71.87k - $114.8k
Overview: ACCOUNT OFFICER SENIOR WHAT IS THE OPPORTUNITY... ...-day interaction with clients of the Commercial,... ...operations issues that may from time to time arise. Advises... ...of products and services for their individual... ...action necessary to avoid financial loss to the Bank....FinancialAccountsFull timeImmediate startRemote work$34.32k - $90k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor... ...questions concerning client accounts, including relaying... ...skills Strong time management skills... ...basis and is only part of the total compensation...FinancialAccountsFull timeTemporary workWork at officeLocal area- A leading financial institution is seeking a part-time Universal Banker in West Hollywood, California. This entry-level role involves assisting with account openings, resolving customer service issues, and executing financial transactions. Candidates should have 1-3 years...Part timeFinancialAccounts
- A leading financial services firm is seeking a Client Services Associate in Los Angeles to provide exceptional client support. In this role, you'll manage client inquiries, prepare investor materials, and support marketing efforts for alternative investments. The ideal...Financial
$13.5 per hour
...Accounts Payable Coordinator Network Offices - Los Angeles, CA Overview Salary Range $13.50 Hourly Position Type Part Time Description Accounts Payable Coordinator Start Date: Immediate... ...~2 years experience in financial data records management preferred...Part timeFinancialAccountsHourly pay16 hoursImmediate start$65k - $75k
UBS is seeking a Registered Client Associate in Los Angeles to support client services. Responsibilities include keeping client... ..., educating clients about account services, and preparing materials... ...experience in client service within financial services, and be detail-oriented...FinancialAccounts$24 - $27 per hour
...delivering top-notch customer service and fostering positive... ..., and exchanges in a timely manner Resolving... ...professionally Updating customer accounts and maintaining... ...Service Agent (Full-Time & Part-Time) (LA) Remote... ...Account Manager (Enterprise, Financial Services, Security) Los...Part timeFinancialAccountsFull timeContract workWork at officeRemote workWork from homeMonday to FridayWeekend work- 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...FinancialAccounts
$22 per hour
...Title Customer Service Representative... ...asset, time. Responsibilities... ...of new customer accounts on a computer terminal... ...the associated proficiency in... ...grammar. Makes financial decisions to protect... ...Deliver exceptional client service via... ...posting. As part of this process...FinancialAccountsTemporary workFlexible hours$75k - $85k
...Description: The Global Client Group (GCG) is... ...global clients. We take the time to understand clients'... ...and separately managed accounts (SMAs). By putting the... ...to the Sales & Client Service teams in business development... ...working with fee-only financial advisors (RIAs) across...FinancialAccountsInternship$94k - $141.25k
...Description Summary The Patent Client Services Administrator will be... ...record billable and nonbillable time; submit Intapp timely; meet... ...Patent Center, WIPO, and PTO Financial Manager. Comprehensive knowledge... ...Insurance, Health Savings Accounts, Flexible Spending Accounts,...FinancialAccountsTemporary workFor contractorsWork experience placementWork from homeFlexible hours$250k - $325k
...advising Professional Services client fulfillment... ...Managing Director, Account Executive and... ...deadlines are met on a timely basis; ensure... ...service and costs associated with the client service... ...in professional, financial or management... ...time and regular part-time colleagues,...Part timeFinancialAccountsFull timeTemporary workLocal area$55k - $88k
...Join RBC and help clients thrive and communities... ...culture as an integral part of our branch serving financial advisors, clients... ...the team. The Branch Service Manager (BSM) is a... ...jobs. Onboard new accounts, accurately record... ...get processed in a timely manner Build and...FinancialAccountsFull timeWork at officeFlexible hours$81.5k - $103.5k
GHJ is seeking a Client Accounting and Advisory Services (CAAS) Senior Associate in Los Angeles to ensure accurate month-end closing processes. This role involves reviewing financial statements, managing client communications, and assisting in various advisory projects....Financial
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