Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Associate

Oppenheimer & Co.

Oppenheimer & Co Inc in California is seeking a Registered Client Service Associate to support Financial Advisors in Newport Beach or Los Angeles. The RCSA will assist in sales, marketing and day-to-day operations to help grow a wealth management practice and ensure service excellence. The role requires strong interpersonal skills, multitasking ability, integrity and confidentiality, with FINRA Series 7 and 63/65 (or 66) registrations preferred within six months. #J-18808-Ljbffr

Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Los Angeles, CA vacancy
  •  ...Bachelors Degree and Min 2 years + experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal... 
    Suggested

    AscendHire

    Los Angeles, CA
    8 hours ago
  • $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 clients on account services and capabilities help with the preparation of reports... 
    Suggested
    Full time
    Work at office
    Flexible hours

    UBS

    Beverly Hills, CA
    2 days ago
  •  ...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)... 
    Suggested
    Work at office

    UBS

    Beverly Hills, CA
    2 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... 
    Suggested

    CaskX

    Beverly Hills, CA
    1 day ago
  •  ...Youll play a key role in supporting our clients and ensuring their needs are met. From helping with renewals to processing certificates...  ...keep our operations running smoothly. Youll also collaborate wi Client Service, Associate, Client Relations, Service, Benefits, Retail... 
    Suggested

    Arthur J. Gallagher & Co.

    Glendale, CA
    1 day ago
  • $55k - $75k

     ...Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with...  ...Services Division has an immediate need for a Client Service Associate. This position will be responsible for opening accounts for... 
    Immediate start

    Wedbush Securities

    Los Angeles, CA
    2 days ago
  • $80k - $100k

     ...Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 Category Client & Product Services Department Client Services Type Regular Full-Time Position Summary The Client... 
    Full time
    Work at office
    Remote work

    The TCW Group

    Los Angeles, CA
    8 hours ago
  • $34.32k - $90k

     ...Job DescriptionClient 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 with clients, individuals in this role build trusted relationships... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Los Angeles, CA
    2 days ago
  • $35.15k - $90k

     ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Los Angeles, CA
    4 days ago
  • $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... 
    Work at office

    East West Bank

    Pasadena, CA
    9 hours ago
  • $90k

     ...serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+...  ...seamlessly and quickly. The Survey Associate position is a key enabler in the development...  ...-driven, process-oriented, client-servicing environment Superior writing, logic and... 
    Flexible hours

    Third Bridge Group

    Los Angeles, CA
    2 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... 
    Work at office

    Vodia Ventures

    Pasadena, CA
    2 days ago
  •  ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and... 

    TradeJobsWorkForce

    Los Angeles, CA
    3 days ago
  •  ...Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making... 
    Work experience placement
    Live out
    Work at office
    Local area
    Flexible hours
    Shift work

    Arthur J Gallagher & Co

    Glendale, CA
    4 days ago
  • $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 time
    Work at office

    Alphabe Insight

    Los Angeles, CA
    13 days ago
  •  ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional... 
    Work from home
    Flexible hours

    Global Elite

    Los Angeles, CA
    2 days ago
  • $35.15k - $90k

    Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through regular interactions with clients, the role builds trusted relationships. The candidate will have strong interpersonal skills to... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Pasadena, CA
    3 days ago
  • About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts... 
    Full time

    FF Inc

    Los Angeles, CA
    1 day ago
  • Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions for the world’s top investors and business leaders. We combine human insights and unique investor‑led content into a global... 
    Full time
    Worldwide
    Flexible hours

    Third Bridge Group

    Los Angeles, CA
    2 days ago
  • $55k - $85k

     ...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located... 
    Full time
    Work at office
    Shift work

    Pointwealth Management

    Los Angeles, CA
    26 days ago
  •  ...financial planning, and fiduciary advisory services. It is part of one of the larger...  ...serving both private HNW and institutional clients. The firm has approximately $15B in AUM...  ...POSITON OVERVIEW : This CSA/Trading Associate is responsible for extensive client contact... 
    Work at office
    Work from home

    Gaynor Staffing & Consulting

    Los Angeles, CA
    14 days ago
  • $100k - $120k

     ...investment, financial planning, and retirement solutions to individuals, families, foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support institutional consulting, cash management, and a broad suite of advisory... 
    Permanent employment
    Work at office
    Local area
    Work from home

    Gaynor Staffing & Consulting

    Los Angeles, CA
    a month ago
  • $18 - $23 per hour

     ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Client Services Associate - Flex Support Support Glendale, AZ, US 8 days ago Requisition ID: 2439 Salary Range: $18.00 To $23.00 Hourly $500 SIGN-ON... 
    Hourly pay
    Full time
    Work at office
    Relocation package
    Monday to Thursday
    Flexible hours

    SAGE Counseling

    Glendale, CA
    2 days ago
  • $80.1k - $128.16k

     ...better outcomes and a stronger community of associates united by our mission. At Capital, we...  ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking...  ...“I can succeed as a Private Client Services GIC Associate.” As a Global Investment... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    Los Angeles, CA
    4 days ago
  • $55k - $65k

     ...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881...  ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los Angeles branch... 
    Local area

    Oppenheimer & Co. Inc.

    Los Angeles, CA
    2 days ago
  • $65k - $70k

    2026 Client Services Associate  The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers – and sets... 
    Full time
    Temporary work
    January start
    Local area
    Work visa

    The Trade Desk

    Los Angeles, CA
    more than 2 months ago
  • $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 with clients, individuals in this role build trusted relationships. Leading... 
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Los Angeles, CA
    1 day ago
  • $265k - $320k

     ...Job Description Job Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services practice in Los Angeles. This is an exceptional opportunity for an attorney interested in sophisticated estate planning, wealth... 
    Full time
    Temporary work
    Private practice
    Work at office
    Remote work
    Flexible hours

    Direct Counsel

    Los Angeles, CA
    26 days ago
  • $65k - $75k

     ...UBS is seeking a Registered Client Associate in Los Angeles to support client services. Responsibilities include keeping client information updated, educating clients about account services, and preparing materials for meetings. The ideal candidate must possess Series... 

    UBS

    Los Angeles, CA
    9 hours ago
  • $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 service needs and supporting enterprise strategic objectives, operational excellence, and client advocacy. Responsibilities Provides... 
    Hourly pay
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!