Senior Client Experience & Wealth Services Lead
711 MS Smith Barney, LLC
711 MS Smith Barney, LLC is seeking a Senior Registered Client Service Associate to enhance the client experience through strong service standards. This key role involves onboarding clients, resolving inquiries, and collaborating with Financial Advisors to support client needs. The ideal candidate will have strong communication skills, financial product knowledge, and at least 5 years of experienced within the industry. Candidates with Active Series 7, Series 66 or Series 63 and 65 licenses are preferred. #J-18808-Ljbffr 711 MS Smith Barney, LLC
- A leading financial advisory firm in California is searching for a Wealth Manager to develop and implement customized financial strategies for clients. The successful candidate will take the lead on... ...least 7 years of financial services experience and a relevant Bachelor's...Senior
- Morgan Stanley in Santa Monica is looking for a Senior Registered Client Service Associate to modernize client experiences and support business growth. The role focuses on enhancing client relationships through effective communication and coordination of services, ensuring...Senior
- ...professional to prepare and review tax returns for clients in the Entertainment Industry and high-... ..., and at least 4 years of U.S. tax experience. The position offers competitive... ...committed to providing exceptional client service. #J-18808-Ljbffr Armanino Advisory LLCSeniorFlexible hours
- A financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management and be adept at managing client relationships. Responsibilities include analyzing investment objectives,...Senior
- Charles Schwab is looking for a Sr. Manager, Wealth Advisor in Los Angeles to manage client relationships and provide tailored financial guidance. This role... .... The ideal candidate will demonstrate strong client experience, time management skills, and a background in...Senior
$124.36k - $146.3k
U.S. Bancorp in Beverly Hills is seeking a Wealth Management professional responsible for managing high net worth client relationships. This hybrid role requires expertise... ...have a bachelor's degree and significant experience in the financial sector. The position includes...Senior- A financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth clients. The ideal candidate will have a Bachelor's degree, at least 5 years of relevant experience, and Series 65, CFP, or CFA credentials...Senior
$175k - $200k
...Senior Client Development, Private Wealth Lido Advisors, LLC, an established and expanding wealth management... ...for our private wealth group. Experience and knowledge of the wealth management... ...approach to wealth advisory services, including legacy and estate planning...SeniorLocal areaFlexible hours- brobstongroup.com - Jobboard is seeking a Senior Sales Associate and Key Holder for their retail boutique located in Los Angeles, California. This role is pivotal in delivering exceptional client experiences while driving sales performance. The ideal candidate will have...Senior
- CalPrivate Bank is looking for a Sr. Client Service Specialist in Beverly Hills, California. This role involves opening new accounts, providing... ...The ideal candidate should have at least 5 years of banking experience, including customer service and sales, and exhibit strong...Senior
$34.32k - $90k
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service... ...Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and... ...build trusted relationships. Leading with a client‑first... ...of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS Education...SeniorTemporary workWork at officeLocal area$100k - $275k
Bank of America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities... ...client relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong interpersonal...Senior$95k - $130k
...Angeles is looking for a motivated Senior Associate to manage important elements of client relationships. The candidate should have 2+ years of experience and a bachelor’s degree, focusing on... ...support and exceptional customer service. The role includes a compensation range...SeniorFlexible hours$120k - $130k
...and detail-oriented Senior Associate, Client Advisor to join our growing... ...a team of senior wealth management... ...actively involved in client servicing, financial analysis,... ...pathway to becoming a lead advisor. This role is... ...6+ years of relevant experience in wealth management,...SeniorWork at officeLocal area- PeopleSpace - A Best In Class Haworth Partner is seeking an Account Manager for the Client Experience Team in Los Angeles, CA. The ideal candidate will coordinate dealer activities and ensure customer satisfaction. Responsibilities include managing client relations, overseeing...Senior
- ...in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You... ...ideal candidate should have at least five years of financial services experience and a strong referral network. Exceptional service, relationship...Senior
- MAI Wealth Management, Inc. is seeking a Senior Advisory Associate in Los Angeles to act... ...primary relationship lead for Ultra-High Net Worth clients. This position... ...significant wealth management experience and the ability to... ...5 years in a client service role and possess exceptional...Senior
- ...requires a seasoned expert with over 15 years of experience in Private Banking, particularly focused on Ultra High Net Worth (UHNW) clients. In this pivotal position, you will... ...financial solutions to meet their complex wealth management needs. The ideal candidate will...Senior
$75k - $110k
A leading financial services firm is seeking a Priority Relationship Manager in Los Angeles to deliver exceptional service to clients and build strong relationships. The role requires 1+ years of experience in financial services and relevant registrations. The company...- Barry is seeking a Client Operations Lead based in Santa Monica, California. This leadership position... ...while ensuring an exceptional client experience. As a key ambassador of the brand, you... ...candidate will bring strong customer service skills and a friendly demeanor, assisting...Shift work
- ...Farms in Santa Monica is looking for an Assistant Food Service Manager to oversee operations and lead the team in providing extraordinary service. The ideal candidate will have strong leadership skills, experience in food service, and a passion for hospitality. You will...SeniorWeekly pay
$150k - $250k
A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management, with a strong focus on client relationship management and investment analysis. This role...Senior$134.26k - $248.39k
...CDM Smith is seeking a senior leader to drive measurable... ...scopes, broadening service offerings, and capturing... ...capabilities Build and lead focused campaigns... ...execution to reinforce client confidence Partner with... ...s degree or equivalent experience 15 years of related experience...Senior- ...Search is seeking a Mergers & Acquisitions Attorney with 3-7 years of experience to join their team in Santa Monica, CA. The ideal candidate will be adept at managing complex transactions and developing client relationships. Responsibilities include drafting and negotiating...Senior
- ...financial institution in Los Angeles is seeking a Wealth Relationship Mgmt. Sr. Analyst to enhance client relationships within the affluent segment. The ideal... ...planning and analytical skills, as well as experience with financial compliance. Responsibilities include...Senior
$100k - $120k
...An established, nationally recognized wealth management firm providing comprehensive... ...foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their... ...teams to deliver exceptional client experience. Headquartered in a major financial hub...SeniorPermanent employmentWork at officeLocal areaWork from home- ...Switzerland) AG in West Hollywood is seeking a Wealth Relationship Manager. This role... ...relationships with affluent clients, anticipating their complex financial... ...The ideal candidate has 5-8 years of experience in financial services, strong analytical skills, and relevant...Senior
$100k
Trajan Wealth LLC in Los Angeles is seeking a proactive Financial Advisor to expand their... ...utilize educational seminars to foster client relationships and leverage marketing... ...at least 5 years of financial advisory experience, strong presentation skills, and relevant...Senior$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role demands strong analytical skills and extensive experience in financial planning. The selected candidate will work...Senior$170k - $200k
A leading financial advisory firm in Los Angeles is seeking a Wealth Advisor at the SVP level. This role involves partnering with the team to address client needs, manage relationships, and deliver wealth management... ...have over 10 years of experience in wealth management,...Senior
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