Senior Client Service Investment Advisor for UHNW Clients
Virtus Investment Partners, Inc
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 Virtus Investment Partners, Inc
$110k - $120k
...Your Future Team Bel Air Investment Advisors, an advisory practice of Hightower... ...management and advisory services to wealthy individuals, families... ...and foundations, targeting clients with $20 million or more in... ...company is looking to add a Senior Client Service/Advisory...SeniorPermanent employmentWork at officeLocal areaFlexible hours- We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra... ...trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both... ...required to attract and engage UHNW individuals and families. Mindset...Senior
$72k - $95k
Senior Investment Advisor Associate (Client Service) Kayne Anderson Rudnick Investment Management is seeking a Senior Investment Advisor Associate (Client Service) to join its Los Angeles office. This client-facing role supports a growth-oriented advisory practice by delivering...SeniorPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours- 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
- Warner Chappell Music is hiring a Sr. Coordinator for Audits & Client Services in Los Angeles. This role involves engaging with audit processes while ensuring the satisfaction of client needs. Candidates should have a minimum of one-year experience in audits or finance...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
$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$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$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$95k - $110k
...Senior Client Accounting Coordinator – Los Angeles (Hybrid) We are seeking a Senior Client Accounting Coordinator to join our Firm. This... ...outstanding balances with secretarial and other Firm business services professionals. Understands and responds to inquiries and...SeniorWork experience placementWork at officeLocal areaRemote workShift work$95k - $110k
...Senior Client Accounting Coordinator Skadden, Arps, Slate, Meagher & Flom LLP has forged a reputation as one of the most prestigious... ...outstanding balances with secretarial and other Firm business services professionals. Understands and responds to inquiries and requests...SeniorWork experience placementWork at officeLocal areaRemote workShift work- 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
$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- ...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
$34.32k - $90k
Position Summary Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an... ...orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with...SeniorTemporary workWork at officeLocal area$34k - $90k
Private Wealth Management Senior Registered Client Service Associate Beverly Hills, California, United States... ...our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)... ...FA/PWA/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... ...to the client relations team, and they possess a passion for service excellence, and a commitment to driving the success of both the...SeniorTemporary workWork at officeFlexible hours
$95k - $140k
...Description The Global Client Group (GCG) is Dimensional... ...the way the world invests, and our solutions are... ...experience. Our Independent Advisor Group (IAG) works with... ...the country. This Senior Associate role supports... ...development and client services activities for our financial...SeniorWork at officeRemote workMonday to Friday- ...seeking a tax professional to prepare and review tax returns for clients in the Entertainment Industry and high-net-worth individuals.... ...arrangements, and generous PTO. Join a diverse team committed to providing exceptional client service. #J-18808-Ljbffr Armanino Advisory LLCSeniorFlexible hours
$100k - $275k
Bank of America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities and managing client relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong...Senior- U.S. Bank in Santa Monica is looking for Client Relationship Consultants to build strong relationships with customers through various... ...their banking needs, and educate them on available products and services. This role requires a high school diploma and four to five...Senior
- Volunteers of America Los Angeles is looking for a Senior Case Manager III to lead a caseload management team in Los Angeles. This role requires overseeing client assessments, developing service plans, and ensuring effective service delivery. Candidates must have a Bachelor...Senior
$135.1k - $189.2k
Tensec is seeking a Senior Client Account Manager in Los Angeles. This role requires extensive experience in advertising sales and account management, focusing on the Financial Services sector. Responsibilities include working closely with Client Partners to drive marketing...Senior$100k - $120k
...management firm providing comprehensive investment, financial planning, and retirement... ...foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their... ...culture, they empower their advisors and internal teams to deliver exceptional...SeniorPermanent employmentWork at officeLocal areaWork from home- TOD'S is seeking a dynamic Sr. Client Advisor at their Flagship location on Rodeo Drive in Beverly Hills. The ideal candidate should be customer service-oriented, knowledgeable about fashion, and skilled in sales techniques. This role involves providing top-notch service...SeniorShift work
- Stride Consulting is looking for a Senior Client Success Specialist in Los Angeles, California. The successful candidate will closely support our Senior Client Success Managers, ensuring operational excellence for our clients and enhancing learner satisfaction. This role...Senior
- Lockton Companies is searching for a Senior Actuarial Consultant in Los Angeles, California. This role involves serving as a consulting actuary, advising clients on plan design, funding strategies, and conducting detailed financial analyses. The ideal candidate will have...Senior
- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in Los Angeles, California. This role involves managing tax and consulting engagements for high net-worth individuals, as well as supervising associates and providing guidance on technical issues. The...Senior
- ...NFL, we have established ourselves as the premier destination for high-impact storytelling. BIG PICTURE: We are hiring a Senior Manager, Client Services to own the lifecycle from qualified opportunity through campaign delivery, reporting, renewal, and expansion. While the...SeniorFull timeMonday to Friday
- ...professional to oversee a portfolio and drive growth across major client accounts. This role requires a proven ability to foster... ...over 10 years of experience, including 4+ years in programmatic services, with strong leadership and communication skills. The position...Senior
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