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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Los Angeles, CA vacancy
- ...UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment. Ideal candidates hold Series 7/66 licenses (for CSAs)...SuggestedWork at office
UBS
Beverly Hills, CA3 days ago $34.32k - $90k
...Job Description 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... ...initiatives directed by local management Regularly seek opportunities to...SuggestedFull timeTemporary workWork at officeLocal area$70k - $80k
...Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Associate to: keep management systems up-to-date with client information educate... ...team Youll be working as part of UBS Wealth Management Americas in the Beverly Hills...SuggestedFull timeWork at officeFlexible hoursUBS
Beverly Hills, CA3 days ago$55k - $75k
...innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles,... ...Division has an immediate need for a Client Service Associate. This position will be responsible for opening...SuggestedImmediate startWedbush Securities
Los Angeles, CA2 days ago$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...SuggestedWork at office$25 - $44 per hour
...Job Overview: This role provides client service support to multiple Financial Advisors, serving as the primary point of contact for client... ...procedures to support operational excellence, protect clients, and manage risk. Identifies, deepens, and maintains client relationships...Hourly paySeasonal workWork from homeShift workDay shiftBank of America
Los Angeles, CA1 day ago$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 shiftBank of America
Pasadena, CA5 days ago- ...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...
AscendHire
Los Angeles, CA1 day ago $80k
...Client Services Associate Location: Santa Monica, CA Schedule: 100% in-office, Monday–Friday, 8:00 a.m.–5:00 p.m. Compensation... ...the fastest-growing and most influential independent wealth and investment management firms in the country. We are a dynamic, entrepreneurial...Work at officeMonday to FridayGerber Kawasaki
Santa Monica, CA6 hours ago$265k - $320k
...Description Job Description Private Client Services Associate (Mid-Level to Senior) An established... ...domestic and international tax, wealth transfer, estate planning, succession... ...matters is strongly preferred Ability to manage frequent direct client and advisor interaction...Ongoing contractFull timeTemporary workPrivate practiceLocal areaCybercoders
Los Angeles, CA1 day ago$125k - $175k
...Senior Client Service / Advisory Associate (CSA) The Hiring Advisors is partnering with a premier, highly respected Registered Investment Advisor... ...-motivated operational master to support their top wealth management teams. What You'll Actually Be Doing: The Client...Work at office$25 - $44 per hour
...Job Description This role provides client service support to multiple Financial Advisors (FAs) and supports enterprise strategic objectives... ...procedures to support operational excellence, protect clients, and manage risk. Identifies, deepens, and maintains client relationships...Hourly paySeasonal workWork at officeShift workDay shiftBank of America
Los Angeles, CA1 day ago$25 - $44 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeWork from homeShift workDay shiftNational Black MBA Association
Los Angeles, CA3 days ago- ...Private Wealth Client Associate Los Angeles, California To proceed with your application, you... ...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...management and investment products and services for individuals, companies, and...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Los Angeles, CA4 days ago $79k - $99k
...office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Woodland Hills, CA might include the following:... ...A valid Certified Public Accountant (CPA) or Certified Management Accountant (CMA) license or are working towards obtaining...Work at officeLocal areaVisa sponsorshipEide Bailly
Los Angeles, CA1 day ago$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- ...Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they... ...technology to enhance productivity and deliver quality results. Manage multiple priorities effectively, ensuring all tasks are...Work experience placementLive outWork at officeLocal areaFlexible hoursShift work
Arthur J. Gallagher & Co.
Glendale, CA1 day ago $35.15k - $90k
...Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis... ...), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls...Temporary workWork at officeLocal areaMorgan Stanley
Los Angeles, CA1 day ago$80k - $100k
...Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 Category Client... ...involves a broad range of responsibilities, including managing client inquiries and requests, preparing investor materials...Full timeWork at officeRemote workThe TCW Group
Los Angeles, CA4 days ago- ...Job Summary We are seeking a detail-oriented and proactive Client Services Associate to join our team. This role focuses on supporting our clients by managing accounts receivable and ensuring timely follow-up on outstanding paperwork. Overview The ideal candidate will...
CaskX
Beverly Hills, CA1 day ago - RBC Wealth Management in Los Angeles is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients with a client-first approach while maintaining compliance and accurate account records. You will manage account inquiries, perform transfers...
- RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Los Angeles to support financial advisors and clients. You will handle onboarding, documentation, and routine trades while upholding compliance and confidentiality in a fast-paced, collaborative...
$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered...Full timeWork at office$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through... ...), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or...Temporary workWork at officeLocal area- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive... ...looking to grow a career in client services, account management, or customer success. Location: Los Angeles, CA Employment...Full time
$55k - $65k
...investment bank and full service broker-dealer. With... ...investment advisory and asset management services. Job... ...& Co. Inc.’s Private Client Division is currently... ...Registered Client Service Associate for their Newport... ...operations of a growing wealth management practice....Local area$35.15k - $90k
...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... ...other duties directed by local management ADMINISTRATIVE SUPPORT:...Full timeTemporary workWork at officeLocal area$23 per hour
...Full-Time Client Services Associate - Flex Support SAGE Counseling is looking for a Full-Time Client Services Associate - Flex Support position... ...is a quick learner, detail-orientated individual who can manage high volume calls in a fast-paced environment. Candidate must...Full timeWork at officeRemote workMonday to ThursdayFlexible hoursSAGE Counseling
Glendale, CA5 days ago$265k - $320k
...Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services... ...in sophisticated estate planning, wealth transfer planning, tax strategy,... ...~ Strong organizational and project management abilities ~ Interest in sophisticated...Full timeTemporary workPrivate practiceWork at officeRemote workFlexible hours$80.1k - $128.16k
...and a stronger community of associates united by our mission. At Capital... ...values every day: Integrity, Client Focus, Diverse Perspectives,... ...succeed as a Private Client Services GIC Associate.” As a Global... ...Fund, ETF, and Separately Managed Accounts (SMA), including recurring...Full timeTemporary workLocal areaFlexible hoursCapital Group
Los Angeles, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!
Related searches
- registered client associate Los Angeles, CA
- client engagement associate Los Angeles, CA
- client account associate Los Angeles, CA
- client solutions associate Los Angeles, CA
- client services associate Los Angeles, CA
- client relationship associate Los Angeles, CA
- client success associate Los Angeles, CA
- professional services specialist Los Angeles, CA
- patient service specialist Los Angeles, CA
- health services administrator Los Angeles, CA