Client Services Associate - Fast-Track to Leadership
$96k - $127kThird Bridge Group
Third Bridge Group in Los Angeles is looking for a Client Services Associate. In this role, you'll engage with industry experts, ensuring clients receive the insights they need promptly. The position offers great career progression with a clear pathway to management within two years. The first-year salary ranges from $96,000 to $127,000, including a base salary and performance bonus. Benefits include health and wellness programs, vacation days, and opportunities for personal development in a vibrant work culture. #J-18808-Ljbffr Third Bridge Group
- Third Bridge is seeking a Client Services Associate in a fast-paced, high-energy environment. You will find, call, and engage industry experts to... ...two years as you grow in sales, account management, and leadership roles. A career launchpad with strong internal growth awaits...Suggested
$96k - $127k
Third Bridge is looking for a Client Services Associate based in Los Angeles, California. This role offers a career launchpad for ambitious individuals who thrive in fast-paced, target-driven environments. As an Associate, you will engage industry experts to deliver insights...Suggested$90k
...investment firms, offering clients 24/7 coverage... .... The Survey Associate position is a key... ...You can handle a fast-paced environment... ...-oriented, client-servicing environment Superior... ...negotiation. Fast-track your growth: there... ...performers into leadership roles within 2 years...SuggestedFlexible hours$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing... ...as the ability to organize, manage, and track multiple, detailed tasks and assignments... ...changing priorities and deadlines in a fast-paced, task-oriented work environment....SuggestedWork at office$55k - $85k
...Job Description This position is for an client service associate/manager (series 7 licensed or... ...Responsibilities: · Prioritize daily tasks, track progress of projects and deadlines ·... ...PowerPoint, etc.) Ability to work in a fast-paced environment with high attention to...SuggestedFull timeWork at officeShift work- ...experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed... ...reports for Client Management to assist with the tracking and supervision of the Program accounts. Interact with...
$18 - $19 per hour
...Client Services Associate Culver City, California, United States Job Overview: Provides office, mail, and customer service support. Handles... ...for this role. SPS uses the Greenhouse Applicant Tracking System to facilitate application management and recruiting...Full timeTemporary workPart timeImmediate start- ...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 homeFlexible hours
$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future... ...individuals and companies unlock their full potential through leadership, innovation, and continuous development. As we continue...Full timeWork at office$35.15k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor... ...ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to...Temporary workWork at officeLocal area$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through regular... ...ability to collaborate with others Ability to work in a fast‑paced, evolving environment Adaptable and ability to...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... ...check-ins to gather feedback and ensure satisfaction Track account activity, service issues, and opportunities in the...Full time
- Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions... ...clients operate. Proven ability to work in a rigorous, fast‑moving environment. Meticulous attention to detail and a strong...Full timeWorldwideFlexible hours
- ...leading investment research firm in Los Angeles is looking for a Client Services Associate for their Surveys team. This role involves executing... ...position requires attention to detail and the ability to work in a fast-paced environment. #J-18808-Ljbffr Third Bridge GroupRemote job
$55k - $65k
...market investment bank and full service broker‑dealer. With roots... ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los... ...events Prioritize daily work, track progress of projects and...Local area$85k - $105k
...Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team.... ...excellent opportunity to join a modern and fast-growing investment firm that provides... ...income portfolios, as well as financial services including wealth management, business management...Work at officeLocal area$80k
...We are a dynamic, entrepreneurial, and client-focused firm committed to delivering an... ...and exceptionally detail-oriented Client Services Associate to join our growing team. This is an... ...Able to work quickly and efficiently in a fast-paced environment without sacrificing...Work at officeMonday to Friday$110k - $120k
...investment management and advisory services to wealthy individuals,... ...trusts and foundations, targeting clients with $20 million or more in... ...a Client Service/Advisory Associate (CSA) to help the team grow.... ...multiple assignments and work in a fast-paced environment. Ability to...Permanent employmentWork at officeLocal areaFlexible hours$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...Full timeWork at officeFlexible hours- ...International, LLC in Glendale, Arizona is seeking a high-energy Service Advisor ready to drive customer satisfaction and shop success. You will engage with customers, track performance, and lead by example in a fast-paced environment. The ideal candidate possesses strong...
- ...Angeles is seeking a motivated Senior Associate to help manage key elements of the client relationship and operational... ...have at least 2 years in financial services, a Bachelor's degree, and strong organizational... ...and communication skills in a fast-paced environment. #J-18808-...
- ...Treasury Management Client Services Associate The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services. This role serves as a key point of...Work at officeLocal areaRemote work
$20 - $27 per hour
...Premier Client Services Manager We are currently seeking a Premier Client Services Manager. The Premier Client Services Manager will under... ...training with three years of customer service experience. Or Associate's degree in related field with two years of customer service...Work at office$20 - $30 per hour
...Senior Client Services Associate East West Bank is currently seeking Senior Client Services Associate who will be responsible for supporting the Private Bankers and Private Client Advisors within the Private Banking Department to achieve sales, service, and operational...Flexible hours- 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),...Work at office
- AscendHire is seeking candidates for a client service position located in Los Angeles, California. The role involves assisting financial advisors by providing day-to-day operational support for Investment Advisory Program accounts and brokerage accounts. Qualified candidates...
- Bel Air Investment Advisors, an advisory practice of Hightower, is seeking a Client Service/Advisory Associate to support the team in Los Angeles. You will coordinate service and operational functions to ensure timely and accurate servicing of clients and investments. The...
- Cathay Bank is seeking a Client Service Associate in California to partner with AVP/VP and Relationship Managers to build and manage commercial client relationships. You will support daily banking operations and ensure accuracy in documentation and approvals. The role...
$55k - $65k
A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability...- Mercer Advisors in California is seeking a Service Operations Associate I to support the Client Service department with administrative and transactional tasks, including paperwork, money movement, and account maintenance. This role operates from a centralized queue to...
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