Client Service Associate — Wealth Advisory & ESOP
$65k - $75kTowneley Capital Management, Inc.
A financial advisory firm is seeking a Client Service Associate to enhance client experiences and support wealth advisors. The ideal candidate will personalize interactions, manage client communications, and thrive in a collaborative setting. Candidates should have at least two years of financial services experience and strong organizational skills. This role is full-time with a competitive salary of $65,000 to $75,000 and benefits including medical insurance and an employee stock ownership plan. #J-18808-Ljbffr Towneley Capital Management, Inc.
- ...registered investment advisory firm dedicated to... ...and institutional clients, we provide concierge-level service that reflects our commitment... ...The Client Service Associate plays an integral... ...and supporting our wealth advisors. This... ...Ownership Plan (ESOP) Vacation and Sick...SuggestedHourly payFull timeFlexible hours
$34.32k - $90k
...Registered 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...SuggestedTemporary workWork at officeLocal area$25 - $44 per hour
...Company Overview Merrill Wealth Management is a leading provider... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...relationship with their advisory team committed to their needs...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...hear—so good vibes and professionalism are a must. Think: part customer service pro, part organizer, part behind-the-scenes magic maker. What You’ll Be Doing Answering phones + helping clients and students like a pro Checking guests in and keeping the front desk running...Suggested
$78.97k - $126.14k
City National Bank is seeking a dedicated professional in California to support business banking operations, ensuring exemplary client service and effective collaboration with the SBA sales team. The ideal candidate will assist in loan origination, manage client...Suggested- Join to apply for the J.P. Morgan Wealth Management - Private Client Investment Associate - Stevenson Ranch, CA role at JPMorgan Chase . At J.P. Morgan Chase,... ...relationships, and delivering exceptional customer service, all while maintaining a strong commitment to diversity...Full time
- B Capital is seeking a Director of Client Advisory to support U.S. clients in developing sophisticated financial plans and managing multi-asset portfolios. This role involves partnership with clients to design tailored strategies, ensuring compliance with fiduciary standards...
- Join J.P. Morgan Chase as a Private Client Advisor in California, MO, where you'll offer comprehensive financial planning and personalized... ...success, this role requires at least 2 years of financial services experience and licenses such as Series 7 and Series 66. Enjoy a...
- ...side and sell side transactions. Communication with clients to ensure delivery of exceptional client service. Participate in various marketing and recruiting... ...experience in a large accounting firm in audit, financial advisory or transaction service lines. Relevant bachelor’s...Shift work
$12 - $18 per hour
...California, is seeking a retail team member to enhance customer service and achieve sales goals. Candidates should be proficient in... ...involves maintaining knowledge of seasonal apparel, fostering client relationships, and creating a welcoming store environment. A minimum...Hourly paySeasonal work$249k - $325k
...A leading global law firm is seeking a 4th-8th year Associate to join its Private Wealth Services practice in San Diego. This is an excellent opportunity... ...fast‑paced environment. Key Responsibilities Advise clients on sophisticated estate planning and wealth transfer strategies...Private practice$2,000 per month
...Client Associate Location Remote Employment Type Full time Location Type Remote... ...(100–200 lives). Manage plan‑year servicing, respond to client inquiries, coordinate... ...broader client ownership and strategic advisory work What You’ll Get A clear and...Full timeTemporary workRemote workHome officeFlexible hours- J.P. Morgan Wealth Management - Private Client Advisor - Modesto, Stockton and Lodi, CA Locations: Modesto, CA; Stockton, CA; Lodi, CA Job Description... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...
- Assurance Services Associate - Government The Pun Group, LLP is seeking an experienced Assurance Services Associate to join the Southern California... ...’s assurance practice through day-to-day participation in client engagements. Performs audit procedures in accordance with...Work at officeRemote workRelocationMonday to Friday
- ...involves handling civil litigation matters and advising public agency clients on various legal issues. The ideal candidate will have 2-10+... ...should be interested in developing both litigation and advisory skills while working with diverse public agencies. #J-18808-Ljbffr...Remote jobWork at office
$10k
...leads provided and meet with prospective clients who have C$500K or more to invest. You will present Fisher Investments Canada's wealth management solutions to high-net-worth investors... ...portfolio management and client service groups will manage the transition and retention...Local areaRemote work- Responsibilities Leading strategic advisory services in capital markets, focusing on mergers, acquisitions, and restructuring Providing guidance... ...for technical accounting challenges Collaborating with clients to navigate regulatory guidelines and optimize transaction...
- A leading benefits brokerage seeks a remote Client Associate in California. This role will support large employer groups, manage client relationships, and execute core benefits analysis tasks. Candidates should have 5+ years of employee benefits experience, an active health...Remote job
$17.5 per hour
# Find Your RoleSeasonal Client Associate - Desert Hills page is loaded## Seasonal Client Associate - Desert Hillslocations: JP TM - Retail... ...Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail...Hourly paySeasonal workWeekend workAfternoon shift$98k - $206k
Cross Country Consulting is seeking a Manager in Accounting Advisory in California. This role involves delivering integrated solutions across accounting and risk, partnering with clients to enhance financial operations, and leading the implementation of AI tools to streamline...- ...Securities is an SEC & FINRA-registered wealth management firm located in Woodland Hills... ...Review of policies and procedures, Form ADV, client agreements, and compliance history... ...marketing materials, communications, and advisory practices for regulatory compliance. Track...
$17 - $23 per hour
...provider in Southern California, serving over 30,000 customers. We offer a range of services, from monthly pest control to specialized gopher control for residential and commercial clients, driven by technology and a commitment to environmental safety. We are currently...Hourly payTraineeshipCurrently hiringWork at officeMonday to FridayFlexible hours$17.9 - $19.5 per hour
...Take Personal Responsibility, Be Optimistic & Have Fun, Learn & Grow, Be A Team Player, and Fight Hard To Win. Our Overnight Service Associate reports directly to the Operations Manager and is responsible for providing a welcoming, professional, and helpful experience...Daily paidFull timePart timeFlexible hoursNight shift$16.9 - $19.5 per hour
...Position Overview Service Associate reports directly to the Operations Manager and is responsible for providing a welcoming, professional, and helpful experience to all members. They greet and direct members, guests, and staff upon entry, serve as representatives of the...Daily paidFull timePart timeFlexible hoursWeekend workAfternoon shift- ...Spine Team Texas Patient Service Associate Location: Southlake Headquarters - Southlake, TX 76092 The Spine Team Texas Patient Service Associate is responsible for providing customer assistance and checking in all patients upon their arrival and then checking them out...Work at office
$17.5 per hour
TravisMathew LLC is looking for a Seasonal Client Associate in California to enhance the in-store sales and service experience. The role requires maintaining a sales-focused environment and achieving sales goals. Responsibilities include developing client relationships...Hourly paySeasonal workFlexible hours$105k - $130k
Description As a Construction Services Manager (CSM) at ENGEO, you will lead field operations... ...as a key point of contact between clients, field teams, and technical staff. This role... ...Highlights Employee Stock Ownership Plan (ESOP) 401k and employer matching Medical Dental...$150k - $190k
...with your recruiter to learn more. Base pay range $150,000.00/yr - $190,000.00/yr Our client, a full-service, business law firm, with 10 offices nationwide, seeks an experienced Associate Attorney in California. We are hiring for the following practice areas: General...Full time$150k - $200k
...Trueline’s client, a boutique real estate law firm with a fully remote team based in Southern California, is seeking a Real Estate... ...environment Detail-oriented with a high commitment to client service and ethical standards Ability to manage priorities and multiple...Hourly payFull timeWork at officeRemote work$120k - $155k
...California. Handle sophisticated employment law matters with meaningful client interaction and responsibility. Work alongside experienced... ...litigation practice dedicated to delivering exceptional client service and outstanding results. Our team values collaboration,...Remote work
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