Client Services Associate: Fast-Track to Sales & Leadership
$77k - $102k慨正橡扯
Third Bridge in Los Angeles is hiring a Client Services Associate to drive client engagement and expert insights. This role emphasizes fast-paced communication and problem-solving, with a focus on delivering exceptional service to clients. The position offers a first-year salary between $77,000 and $102,000, including a base salary and performance bonuses. In addition, you will gain experience working with top clients in private equity and consultancy, with opportunities for rapid career advancement. #J-18808-Ljbffr 慨正橡扯
$77k - $102k
Third Bridge is seeking an Associate in Client Services for roles starting in 2027. This position offers a total first-year salary between $77,... ...essential skills in negotiation, relationship-building, and leadership. This role promotes internal growth, with managers often...Suggested- ...Beacon Pointe Advisors as a Client Service Associate (CSA) in the Los Angeles... ...candidate will have a demonstrated track record of educational... ...ideal candidate excels in a fast-paced environment, with the... ...with operations leadership team on projects and/or initiatives...SuggestedWork at office
$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... ...strong performers into leadership roles within 2...SuggestedFlexible hours$45k - $65k
## Client Service Associate (Pasadena, CA)Applylocations: CA - Pasadena - 301 N Lake Ave Ste 1150time type... ...the ability to organize, manage, and track multiple, detailed tasks and... ...changing priorities and deadlines in a fast-paced, task-oriented work environment....SuggestedWork experience placementWork at office$45k - $65k
...Job Summary Advise clients about a range of banking products (including... ...is seeking a dynamic Client Service Associate who is a motivated, detail... ...to organize, manage, and track multiple, detailed tasks and... ...priorities and deadlines in a fast-paced, task-oriented work environment...SuggestedWork experience placementWork at office$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...Full timeWork at officeShift work$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing... ...as the ability to organize, manage, and track multiple, detailed tasks and assignments... ...changing priorities and deadlines in a fast-paced, task-oriented work environment....Work at office- 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....
- ...About The Role We’re hiring a Client Services Associate to support and strengthen relationships with... ...gather feedback and ensure satisfaction Track account activity, service issues, and... ...ensure a smooth transition Coordinate with sales, operations, and support teams to...Full time
$50k - $55k
...individuals and companies unlock their full potential through leadership, innovation, and continuous development. As we continue... ...We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this role, you will serve as a primary...Full timeWork at office$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated...Temporary workWork at officeLocal area$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$34.32k - $90k
...Responsibilities Cultivate and enhance new and existing client relationships through active... ...current. Identify and assist with firm services and solutions that support clients’ needs... ...effectively with others. Ability to work in a fast‑paced, evolving environment. Goal‑...Temporary workWork at officeLocal area$19 - $20 per hour
...Client Service Associate The anticipated base salary range for this position is $19 to $20 hourly.... ...can support all clients from a styling, sales, and issue resolution perspective. This... ...competing demands in an ambiguous and fast-paced Contact Center environment....Hourly payTemporary workLocal areaRemote workFlexible hours$80k - $95k
...Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW... ...manage time effectively, and work well under pressure in a fast‑paced environment. Professional Skills Qualifications Proactive...Work at officeRemote work$100k - $120k
...individuals, families, foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support institutional... ...initiative, manage multiple assignments, and thrive in a fast-paced environment. ~ Proven problem-solving skills and the...Permanent employmentWork at officeLocal areaWork from home- ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing... ...ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-...Work at officeLocal area
$55k - $65k
...investment bank and full service broker-dealer. With... ...brokerage, institutional sales and trading, investment... ...Oppenheimer & Co. Inc.'s Private Client Division is currently... ...Client Service Associate for their Newport Beach... ...Prioritize daily work, track progress of projects and...Local area$34.32k - $90k
...Senior Registered Client Service Associate Senior Registered Client Service Associates provide exceptional service to our clients and support... ...ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask...Temporary workWork at officeLocal area$34.32k - $90k
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs),... ...the ability to collaborate with others Ability to work in a fast‑paced, evolving environment Adaptable and ability to...Temporary workWork at officeLocal area- ...Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program... ...Management to assist with the tracking and supervision of the Program accounts... .... Answer incoming operational and sales related phone calls for Brokerage...
$34.32k - $90k
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multi-...Temporary workWork at officeLocal area$105k - $120k
...salary + benefits About Our Client: Our client is a growing,... ...role in keeping client service, investment operations, and alternative... ...) Maintain internal tracking to ensure requests move forward... ...Flexible and solutions-oriented in a fast-moving environment Why...Flexible hours$23 per hour
...Full-Time Client Services Associate - Flex Support SAGE Counseling is looking for a Full-Time Client Services Associate - Flex Support position... ...individual who can manage high volume calls in a fast-paced environment. Candidate must be able to stay calm under...Full timeWork at officeMonday to ThursdayFlexible hours$110k - $120k
...investment management and advisory services to wealthy individuals,... ...trusts and foundations, targeting clients with $20 million or more in... ...Client Service/Advisory Associate (CSA) to help the team grow.... ...multiple assignments and work in a fast‑paced environment. Ability...Permanent employmentWork at officeLocal areaFlexible hours- ...Description FCTI is a leading ATM Network and service provider. The Nation's Largest Banks,... ...approach reduces the cost and hassle associated with maintenance, cash management, ATM... .... Summary: FCTI is seeking an Client Services Associate who has a passion for...Contract workWork experience placementWork at officeLocal area
- ...Beacon Pointe in Los Angeles is seeking a Client Service Associate to join a dynamic team of wealth management professionals. The role involves responding to client inquiries, managing operations with a centralized team, and effectively communicating service updates to...Work at office
- ...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...
$20 - $27 per hour
...Premier Client Services Associate We are currently seeking a Premier Client Services Associate. The Client Services Associate will under supervision... ...as needed. Assist Relationship Managers by providing sales support, including assistance with documents preparation,...Work at office- ...Los Angeles is looking for a motivated individual to provide client service support to Financial Advisors. This position emphasizes operational... ...and timely service. The ideal candidate will thrive in a fast-paced environment, possess strong client management skills, and...Hourly pay
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