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
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Client Service Investment Advisor for UHNW Clients in Los Angeles, CA vacancy
$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 hoursKayne Anderson Capital Advisors
Los Angeles, CA3 days ago- ...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
International Search Consultants
Los Angeles, CA1 day ago $120k - $130k
Senior Associate, Client Advisor SCS Financial is seeking a highly motivated and detail... ...relationship management, investment implementation, and... ...Responsibilities include client servicing, financial analysis, presentation... ...private banking serving UHNW clients. Strong...SeniorWork at office$68k - $170k
Vice President, Fund/Client Accounting Manager At BNY, our culture allows us to run our... ...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...SeniorTemporary workWork at officeWorldwideFlexible hoursBNY
Los Angeles, CA1 hour ago- A leading law firm is seeking a Senior Client Delivery Specialist to serve as a strategic operational partner for Client Relationship Managers... ..., and billing matters while ensuring seamless client service delivery. Candidates should have a Bachelor's degree and over...Senior
$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$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- 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
- ...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...
$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- ...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
SteelPeak Wealth
Los Angeles, CA3 days ago $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$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 hoursBCI - Brokerage Consultants Inc
Los Angeles, CA5 days ago$81.5k - $103.5k
Client Accounting and Advisory Services (CAAS) Senior Associate Summary of Role: We are seeking an Advisory Senior Associate for our Client Accounting and Advisory Services (CAAS) team. The Senior Associate will be responsible for review of month end close deliverables...SeniorLocal area$71.87k - $114.8k
ACCOUNT OFFICER SENIOR WHAT IS THE OPPORTUNITY? This person is responsible... ...day-to-day interaction with clients of the Commercial, Specialty... ...combinations of products and services for their individual... ...savings account activity, CD’s, investments, etc.) to free Relationship...SeniorImmediate startRemote work$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 officeEast West Bank
Pasadena, CA3 days ago- Dimensional Fund Advisors is seeking a Senior Associate to support business development and client services for financial advisors on the West Coast. The role involves articulating complex investment strategies and building relationships with key clients. Qualifications...SeniorWork at officeRemote work
$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional... ...to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis.... ...and/or FA team Answering general non-investment related questions concerning client accounts...SeniorTemporary workPart timeWork at officeLocal areaFlexible hoursMorgan Stanley
Santa Monica, CA12 hours ago- A.P.C. is seeking a Senior Client Advisor for their Los Angeles store. The role involves leading client service and store operations while achieving sales goals. Responsibilities include delivering exceptional customer experiences, building relationships with clients, and...Senior
- 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
$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- ...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
- ...collection of clothing and accessories for men and women, which embodies an effortless cool. As a Senior Client Advisor, you are a natural leader who takes ownership in all client service and store operations areas. You are eager to learn and maintain personal knowledge of your...SeniorWeekend workDay shiftAfternoon shift
$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- ...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
$70k - $142k
Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At Husch... ...your interest to be considered for a Senior Client Delivery Specialist role. This...SeniorFull timeTemporary workWork at officeFlexible hours$23.56 - $35.58 per hour
...based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the... ...also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide...SeniorHourly payTemporary workLocal areaImmediate startFlexible hoursBanc of California
Los Angeles, CA3 days ago$34.32k - $90k
POSITION SUMMARY: Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through... ...Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions...SeniorTemporary workPart timeWork at officeLocal area$56k - $132k
...NFP Corp is seeking a Senior Account Executive to interact with clients and manage high net worth personal insurance accounts. Responsibilities include negotiating with carriers and maintaining client relationships. The ideal candidate should have more than 8 years of...SeniorRemote workNFP
Los Angeles, CA6 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Service Investment Advisor for UHNW Clients. Be the first to apply!
Related searches
- customer service associate remote Los Angeles, CA
- card services representative Los Angeles, CA
- patient customer service representative Los Angeles, CA
- participant services representative Los Angeles, CA
- logistics customer service representative Los Angeles, CA
- airport customer experience specialist Los Angeles, CA
- customer success associate Los Angeles, CA
- international customer service representative Los Angeles, CA
- medical customer service representative Los Angeles, CA
- customer service rep part time Los Angeles, CA