Wealth Management Client Services Associate
$28.85 - $39.9 per hourJPMorgan Chase
JPMorgan Chase is looking for a Private Client Investment Associate in Los Angeles who will provide essential client service and administrative support within Wealth Management. The role involves maintaining client relationships and assisting Advisors with operational requests. The ideal candidate must possess the necessary licenses and qualifications to meet regulatory requirements, ensuring compliance while delivering outstanding client service. Competitive pay ranges from $28.85 to $39.90 per hour, along with a comprehensive benefits package for employees. #J-18808-Ljbffr JPMorgan Chase
- 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...SuggestedWork at office
$34.32k - $90k
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and teams on a... ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound...SuggestedTemporary workWork 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 on a daily basis. Through regular interactions... ...initiatives directed by local management Regularly seek opportunities to...SuggestedTemporary workWork at officeLocal area$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...Suggested$34.32k - $90k
...POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...SuggestedFull timeTemporary workWork at officeLocal 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....
$34.32k - $90k
Morgan Stanley is hiring a Client Service Associate in Beverly Hills, California to provide exceptional service to clients and support Financial Advisors. This role involves building trusted client relationships and executing transactions, along with various administrative...Work at office$110k - $120k
...Senior Client Service/Advisory Associate (CSA) Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families... ...experience) Hightower is a wealth management firm that provides investment...Work at officeLocal areaFlexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$100k - $120k
Senior Client Service Associate An established, nationally recognized wealth management firm providing comprehensive investment, financial planning, and retirement solutions to individuals, families, foundations, and corporations is seeking a Sr. Client Service Associate...Permanent employmentWork at officeLocal area$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...Work at office- 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...Work at office
- ...Chase, we are committed to helping our clients, taking care of our employees,... ...delivering extraordinary customer service while maintaining a strong commitment... ...inclusion. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service,...
- ...Location: Woodland Hills, CA (On-Site) Position Overview We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In this role, you will serve as a senior point of contact for clients, managing more complex service...Immediate start
- RBC in El Segundo seeks a Registered Client Associate to assist financial advisors and clients, ensuring compliance and enhancing client services. The ideal candidate will have a Bachelor's degree or equivalent experience and necessary licenses, possessing strong communication...Flexible hours
$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support: Answering...Temporary workWork at officeLocal area$25 - $37 per hour
...Bank Of America Client Service Support At Bank of America, we are guided by a common purpose to help make financial lives better through... ...support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client...Hourly paySeasonal workWork at officeShift workDay shift- ...Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program... ...operational reports for Client Management to assist with the tracking and... ...and services, particularly those of Wealth Management. Maintain a strong working...
- ...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...
- ...seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in the Los Angeles area. The Client Service Associate will join a highly talented team of wealth management professionals that service the investment management and financial...Work at office
$105k - $120k
...120,000 base salary + benefits About Our Client: Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience... ...hire will play a central role in keeping client service, investment operations, and alternative...Flexible hours$215k - $290k
...Top full-service boutique firm looking for a mid/senior level Private Client Services Associate to join their LA office! This Jobot Job is hosted by: Monica Feltz Are you... ...on complex domestic and international tax, wealth transfer, and succession structures for high...Full timeWork at officeLocal area- 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...
$80k - $97k
...Client Services Operations Associate The Client Services Operations Associate is responsible for preparing standard and custom client and firm reporting, and managing operational activities related to the reporting system and client portal. This role requires a solid...InternshipWork at officeRemote work- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
$75k - $85k
...UBS is seeking a dedicated professional for a client service role in Pasadena, California. The successful candidate will manage client information and assist in providing tailored financial solutions for high net worth clients. The role requires strong communication skills...- Fairygodboss is seeking a Private Client Investment Associate to support Advisors in Wealth Management. This role involves client service, operational marketing, and relationship management, ensuring comprehensive support to clients. Applicants should hold a Series 7 license...
$20 - $27 per hour
...Senior Premier Client Services Associate We are currently seeking a Senior Premier Client Services Associate. The Client Services Associate... ...supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client...Work at office- ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing... ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Work at officeLocal area
$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members... ..., in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with...Work at office
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