Senior Client Service Investment Advisor for UHNW Clients
Virtus Investment Partners
Virtus Investment Partners, Inc is seeking a Senior Investment Advisor Associate in their Los Angeles office to manage relationships with high-net-worth clients. This role involves providing exceptional client service and ensuring smooth onboarding processes. Qualified candidates will have a Bachelor's degree, a minimum of five years of relevant experience in client-facing roles, and a strong understanding of various investment types. The role offers a competitive starting salary and comprehensive benefits. #J-18808-Ljbffr
$120k - $130k
Focus Financial Partners is seeking a motivated Senior Associate, Client Advisor in Los Angeles, CA. This role is integral to supporting client relationships and implementing investment strategies for ultra-high-net-worth clients. The ideal candidate will have strong analytical...Senior$72k - $95k
...Senior Investment Advisor Associate (Client Service) Kayne Anderson Rudnick, headquartered in Los Angeles, is a well-respected wealth and asset management firm that manages over $5 billion in assets and employs more than 135 people across the United States. Established...SeniorPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours- ...Role We are seeking a seasoned Senior Client Advisor to manage and grow relationships... ...trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both... ...cycle required to attract and engage UHNW individuals and families....Senior
$120k - $130k
...oriented SeniorAssociate,Client Advisor to join our growing... ...closely with a team of senior wealth management... ...relationshipmanagement,investment implementation, and holistic... ...involved in client servicing, financial analysis, presentation... ...banking serving UHNW clients. Strong...SeniorWork at officeLocal area$71.87k - $114.8k
...City National Bank is seeking an Account Officer Senior to facilitate client interactions with proactive operational support. The role requires... ...of four years’ experience in banking operations and client service, engaging with clients on various banking products. The position...Senior- ...leading accounting and advisory firm in California is seeking a Senior Manager to oversee tax planning and compliance for ultra-high net... ...individuals. The role involves supervising a team, fostering client relationships, and reviewing complex tax returns while promoting...Senior
$100k - $120k
...Gaynor Staffing is looking for a Senior Client Service Associate in Los Angeles, California. The successful candidate will coordinate operational processes, manage client onboarding, and serve as a key liaison between clients and internal teams. Ideal candidates should...SeniorWork at office- ...and act as a key relationship manager for ultra-high net worth clients. Responsibilities include advising on financial needs and delivering... ...candidate has a Bachelor's Degree and experience in client service within the financial industry. This role offers a salary range...
$20 - $27 per hour
...East West Bank seeks a Senior Premier Client Services Associate in Pasadena, California. This role involves assisting Relationship Managers with account openings, client support, and portfolio management. Candidates must have a high school diploma and substantial banking...SeniorHourly payWork at office- ...Summary The Senior Client Advisor drives store performance through exceptional sales and elevated client engagement, acting as a reference on... ...sales and KPI goals Deliver outstanding client and after-sale service and cultivate a growing client portfolio Support onboarding...Senior
- ...PowerToFly is seeking a Senior Registered Client Service Associate in Beverly Hills, California. This role involves providing exceptional service to clients and supporting Financial Advisors in enhancing client relationships and executing transactions. The ideal candidate...SeniorWork at office
$71.87k - $114.8k
City National Bank is looking for an Account Officer Senior in Los Angeles, responsible for daily client interactions in Commercial Banking. You will be the... ...should have at least 4 years of experience in client service and familiarity with banking products. The position...Senior$200k - $300k
...Citibank (Switzerland) AG is seeking an Investment Counselor for the Los Angeles area to manage and grow investment relationships with ultra-high net worth clients. The ideal candidate will possess 15+ years of extensive investment advisory experience, with the ability...Senior- DOLCE&GABBANA in Los Angeles is looking for a Senior Client Advisor to drive store performance through exceptional sales results and elevated... ...leading by example on the sales floor, offering outstanding service, and cultivating client relationships. The ideal candidate should...Senior
- ...Job Overview A law firm seeks a Private Client Services Associate in Los Angeles, California. This full-time, in-office position requires... ...privacy structures, and tax planning. Collaborate with clients and advisors on multi-generational relationships. Participate in client...SeniorFull timeWork at officeFlexible hours
- ...Vice President, Fund/Client Accounting Manager At BNY, our culture allows us to run... ...success. As a leading global financial services company at the heart of the global financial... ...we influence nearly 20% of the world's investible assets. Every day, our teams harness...SeniorWork at officeWorldwideFlexible hours
$81.5k - $103.5k
GHJ is looking for a Client Accounting and Advisory Services (CAAS) Senior Associate to review month‑end close deliverables for clients on a weekly, monthly and quarterly basis. The role is part of GHJ’s larger Advisory practice. Responsibilities Review client financials...SeniorLocal area- ...Hills, CA (On-Site) Position Overview We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth... ...members, improving processes, and partnering closely with advisors to deliver a high-touch client experience. This position is...SeniorImmediate start
$71.87k - $114.8k
...Overview ACCOUNT OFFICER SENIOR WHAT IS THE OPPORTUNITY? This person... ...day-to-day interaction with clients of the Commercial, Specialty... ...combinations of products and services for their individual... ...savings account activity, CDs, investments, etc.) to free Relationship Managers...SeniorImmediate startRemote work$75k - $95k
...Senior Investment Advisor Associate (Client Service) | Los Angeles This role follows a hybrid schedule: three days in the office and two days working from home. This well-established investment management firm is an alternative asset specialist managing over $35?...SeniorWork at officeWork from homeFlexible hours$34.32k - $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) and teams... ...FA/PWA/team Answering general non‑investment related questions concerning client...SeniorTemporary workWork at officeLocal area$200k - $300k
Citi in Los Angeles is seeking an experienced Investment Counselor Principal to develop and manage relationships with ultra-high net worth clients. This role requires at least 15 years of experience in investment advising and the ability to provide sophisticated investment...Senior$20 - $28.6 per hour
Job Summary We are seeking a Client Service Rep II, III, or Senior Client Service Representative for a direct hire opportunity with a well-established community banking organization. This branch role is ideal for banking professionals who enjoy building customer relationships...SeniorHourly payTemporary work$100k - $121k
...firm in Los Angeles seeks a Senior Financial Planner to create personalized... ...plans for high-net-worth clients. The role demands strong... ...work closely with Wealth Advisors and oversee complex financial... ...client-focused culture. #J-18808-Ljbffr Virtus Investment Partners, IncSenior- Senior Client Advisor - Los Angeles Beverly Center Dolce & Gabbana represents excellence rooted in its “Made in Italy” heritage. Every creation... .... Deliver outstanding and elevated client and after-sale service to all visitors and clients. Show passion in connecting and...Senior
- ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing... ...Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with...SeniorWork at officeLocal area
$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....Senior$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...SeniorWork at office$34.32k - $90k
...Senior Registered Client Service Associate Senior Registered Client Service Associates provide exceptional... ...our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams... ...Advisor/team Answering general non-investment related questions concerning client...SeniorTemporary workWork at officeLocal area- ...Senior Client Relations Specialist We are a proud work-from-office company. If you're ready to work on-site in a dynamic, global company... ...largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including...SeniorTemporary workWork at officeFlexible hours
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