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
...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$265k - $320k
...California with over 65 years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join their team in a full-... ...professional development, technical excellence, thought leadership, and active participation in the private client services...SuggestedFull time$35.15k - $90k
...Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis... ...ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask...Full timeTemporary workWork at officeLocal 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...Full timeWork at officeLocal area$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County... ...listening communication skills Comfortable working in a fast-paced and deadline focused environment Skills/...Work at office$80k - $100k
...Client Services Associate The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested... ...manage time effectively, and work well under pressure in a fast-paced environment Professional Skills Qualifications...Work at officeRemote work$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$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated...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
$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) teams on a daily basis. Through... ...ability to collaborate with others Ability to work in a fast‑paced, evolving environment Adaptable and ability to...Temporary workWork 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- 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
- ...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...
$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- ...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
$265k - $320k
...Job Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services practice in Los... ...Environmental Other practice groups ~ Participate in thought leadership, industry events, and professional development initiatives...Full timeTemporary workPrivate practiceWork at officeRemote workFlexible hours$18 - $23 per hour
...for an accommodation or an alternative application process. Client Services Associate - Flex Support Support Glendale, AZ, US 5 days ago... ...orientated individual who can manage high volume calls in a fast-paced environment. Candidate must be able to stay calm under...Hourly payFull timeWork at officeRemote workRelocation packageMonday to ThursdayFlexible hours$110k - $120k
...Client Service/Advisory Associate (CSA) Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory... ...tasks. Can handle multiple assignments and work in a fast-paced environment. Ability to solve problems, anticipate...Permanent employmentWork at officeLocal areaFlexible hours- ...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-...
- ...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...
- ...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- ...Work From Home Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness. Qualifications...Remote workWork from home
$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- 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...- 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
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