Client Operations Maestro - Wealth Advisory (In-Office)
EQ Private Wealth Advisors
EQ Private Wealth Advisors in Palos Verdes Peninsula is seeking a Director of Client Operations to anchor the firm’s client experience. This role combines high organization with licensed professionals to own the ecosystem and ensure every detail is cared for. Based in-office, full-time, you will support advisors, manage money movements and trades using Wealthbox and major custodians, and orchestrate intimate client events annually. Competitive compensation and benefits included. #J-18808-Ljbffr EQ Private Wealth Advisors
$150k - $170k
Category Wealth Management - Support/Operations Location Manhattan Beach, California $150,0... ...Reference 246831 Job Description Client Service Manager HireneXus... ...management, investment advisory, or financial services... ...proficiency with Microsoft Office, including Excel, Word, Outlook...Work at officeOperations$90k - $120k
A leading wealth management firm in California is seeking a Client Relationship Manager to oversee client service operations. This role involves supervising staff, ensuring adherence to policies, and maintaining strong client relationships. Ideal candidates will have 7...Operations$20 - $26 per hour
...Administrative Support professional for the Wealth Management Financial Consultant.... ...calendars, assisting with client paperwork, and supporting daily operations. Applicants should have strong organizational... ...and proficiency in Microsoft Office. Compensation ranges from $20.00...Work at officeOperationsHourly pay$90k - $120k
Join to apply for the Client Relationship Manager role at EP Wealth Advisors 3 days ago Be among... ...is a wealth management advisory firm with over $40.5... ...integral member of the branch office leadership team... ...teams to ensure office operations run efficiently and in accordance...Work at officeOperationsFull timeTemporary workLocal areaFlexible hours- ...with a well-established independent wealth management firm to recruit an Office Manager for its Manhattan Beach... ...for employees and high-net-worth clients while supporting a collaborative team... ...hats, handling administrative operations, event planning, hospitality, and...Work at officeOperations
$100k - $239.2k
...company’s success. As a Premier Client Regional Sales Manager within PNC's Wealth Management organization, you will... ...Delaware or Pennsylvania.PNC is an in-office company that fosters a supportive... ...as regulatory, reputational, operational and credit risks.Manages effective...Work at officeFull timeTemporary workPart timeWork experience placement$18.5 - $20 per hour
...care and develop an enriching meaningful relationship with our clients. We have immediate needs by a Client Request within... ...maintain certifications. ~ Advancement opportunity to in-office operations positions. Caregiver Duties: Foster an in-depth connected...Work at officeOperationsHourly payPart timeImmediate startFlexible hoursShift work$180k - $220k
...develop and maintain relationships with clients throughout the tax process. Position... ...Note: Candidates located near a BPM office will follow a hybrid work model, with 2–... ...workplace practices by supporting remote-first operations, promoting paperless workflows through...Work at officeOperationsSummer workLocal areaImmediate startRemote workFlexible hours2 days per week3 days per week$18.5 - $20 per hour
...care and develop an enriching meaningful relationship with our clients. We have immediate needs by a Client Request within their... ...maintain certifications. ~ Advancement opportunity to in-office operations positions. Caregiver Duties: Foster an in-depth connected...Work at officeOperationsPart timeImmediate startFlexible hoursShift work- ...care provider is seeking a Supervisor, Client Services to oversee the Authorizations team... ...with various departments to improve operations. Ideal candidates have over 3 years in healthcare... ...offers a hybrid work model with in-office presence required once a month. #J-18808...Work at officeOperations
- HireneXus is seeking a seasoned Client Service Manager in Manhattan Beach, CA to lead a high-performing client service team within a boutique wealth management context. You will oversee day-to-day client service operations and mentor staff while supporting sophisticated...Operations
- Our client is a growing wealth management firm delivering personalized service to a sophisticated client base. The role ensures client service, investment operations, and alternative investment workflows run smoothly and accurately. The ideal candidate is detail-oriented...Operations
$160k - $200k
...someone who can bring a wealth of tax accounting... ...software and Microsoft Office Suite. If you are a seasoned... ...accounting and advisory professionals partners... ...financial insight and operational support they need to grow... ...We work alongside our clients as true partners, taking...Work at officeOperationsLocal area$20 - $26 per hour
...the Financial Consultant of Wealth Management. Responsibilities... ...Financial Consultant’s daily operations functions / misc.... ...Assist Financial Consultant with client paperwork’s, compiling information... ...skillsProficient with Microsoft Office PackageExcellent verbal and...Work at officeOperationsFull time$85k - $120k
...Who We Are At EQ Private Wealth Advisors, we don’t just manage portfolios... ...Financial Directors of our clients' lives—helping them navigate... ...seeking a Director of Client Operations to be the "Anchor" of our... ...while you ensure the office and our clients are meticulously...Work at officeOperationsFull time$28.98 - $32.24 per hour
...caregiving services to more than 16,000 clients and employs more than 16,000 caregivers.... ...Hours Management, Accounting, Payroll, DS Operations, and Community Partnerships to resolve... ...hybrid position, coming into the El Segundo office 1× per month. What You Bring To The...Work at officeOperations- ...maintaining the overall relationship with a portfolio of clients and leading Client Services team members. Work with operations leadership to ensure to drive quality and... ...field Working Conditions and Environment Office setting, employee must be willing to work at location...Work at officeOperationsContract workFor contractors
$22.27 - $33.43 per hour
...CLIENT OFFICER WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. Monitors and maintains operations procedures for compliance to regulations; plans and...Work at officeOperationsHourly payRemote work$55k - $88k
...opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management’s core values and... ...team and the branch on operational matters. You will model, encourage... ...transmitted to the Complex main office and Minneapolis following all...Work at officeOperationsFull timeFlexible hours- EP Wealth Advisors, LLC is seeking an Advanced Wealth Strategist to analyze client portfolios, craft estate and wealth transfer strategies, and deliver client-ready analyses. The role partners with Family Office Services, Advisors, and Wealth Management Services for ultra...Work at officeRemote job
$110k - $145k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately... ...is responsible for analyzing client asset portfolios, tax... ...Advanced Wealth Strategists in Family Office Services, Advisors, and Wealth Management...Work at officeTemporary workFlexible hours$88.5k - $105k
...their automobile ownership journey. Our clients are Toyota Motor North America, and... ...be required to work from the El Segundo office four days a week, and can work one day remotely... ...Supervisor supports client finance operations and media billing processes, ensuring accuracy...Work at officeOperationsRemote workFlexible hours$90k - $140k
...as a virtual CISO (vCISO) for clients without a dedicated security... ...Essential Duties Strategic security advisory: Lead multi-quarter advisory... ...responders without owning operational response. Customer... ...Hybrit (2-3days per week in office) Working Location Torrance,...Work at officeOperationsWeekend work$65k - $100k
...approval) Supportive culture with pricing & operational backup The Role We're looking for a Hunter with... ...prospector, closer Visits - Min 5 in-person client visits per week (including cold calls) Work Setup - Min 3 days office, max 2 days WFH (branch manager approval) ? unless...Work at officeOperationsWork from home$10k
...Description Bellwether is a global advisory firm that helps businesses... ...true partnership with our clients. Merging deep industry... ...from transaction management to operational transformation. Bellwether specializes... ...is privately held and has offices in Los Angeles, Newport Beach...Work at officeOperationsLocal areaImmediate startFlexible hours- ...Job Title: Project and Office Manager Company Overview: ABC Solar Incorporated... ...execution, and overseeing the day-to-day operations of the office. The ideal candidate will... ...provide sustainable and eco-friendly energy options to a diverse range of clients....Work at officeOperationsRemote jobFull timeFor contractorsFor subcontractorLocal areaWork from home
$150k - $170k
Our client is an established and quickly growing Wealth Management Firm with an existing team and resources in place. This person... ...how a wealth management team operates, and have some experience managing others in the office. This is a newly created role due to...Work at officeOperationsImmediate start- ...Administrative Assistant/Jr. Bookkeeper to support clients and staff. You will handle phone... ..., and perform light bookkeeping to keep operations smooth. The ideal candidate is organized... ...while maintaining filing systems and office procedures. #J-18808-Ljbffr Beach Cities...Work at officeOperations
$25 per hour
...Manufacturing Quality Inspector Our client, a leader in manufacturing and quality assurance... ...department supporting manufacturing operations. The ideal candidate will have attention... ..., including proficiency with Microsoft Office applications. ~ Ability to read and...Work at officeOperationsFull timeShift workAfternoon shift$75k - $85k
...Century Group's client is looking for a Corporate Accountant. You will be responsible... ...Assist with daily banking and treasury operations. Help prepare consolidated financial... ...analytical skills. Proficient in Microsoft Office (Excel, Word, Outlook) and capable of...Work at officeOperations
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