Senior Client Service Investment Advisor for UHNW Clients
Virtus Investment Partners
Virtus Investment Partners, Inc is seeking a Senior Investment Advisor Associate in their Los Angeles office to manage relationships with high-net-worth clients. This role involves providing exceptional client service and ensuring smooth onboarding processes. Qualified candidates will have a Bachelor's degree, a minimum of five years of relevant experience in client-facing roles, and a strong understanding of various investment types. The role offers a competitive starting salary and comprehensive benefits. #J-18808-Ljbffr Virtus Investment Partners
$72k - $95k
...Senior Investment Advisor Associate (Client Service) Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals...SeniorPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours$72k - $95k
...assets and employs more than 135 people across the United States. The firm is an affiliate of Virtus Investment Partners. The Senior Investment Advisor Associate (Client Service) will serve as a client‑facing professional supporting high‑net‑worth clients in the Los Angeles...SeniorPermanent employmentWork at officeFlexible hours$87.03k - $138.97k
...Client Service Associate Senior - Us Private Trading Office The Senior Client Service Associate is responsible for executing day-to-day operations... ...Trading Office and delivering exceptional service to UHNW clients. As a licensed/registered professional, this role...SeniorWork at officeShift work- ...California financial center to serve as the first point of contact for clients, uncover personal banking needs, and connect clients to specialists. You will deepen client relationships, support self-service or transactional activities, and provide exceptional client care....SeniorWeekend work
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$81.5k - $103.5k
...Client Accounting and Advisory Services (CAAS) Senior Associate GHJ is looking for a Client Accounting and Advisory Services (CAAS) Senior Associate.... ...member professional accounting firms and business advisors. This affiliation gives us access to the subject matter...SeniorLocal areaWorldwide$121.9k - $262.1k
## Senior Investment AdvisorApply: Los Angeles, CA: Full time: Posted Today: End Date: September... ....GENERAL FUNCTION:Provides exemplary client service as the client facing investment expert... ...with the Wealth Management Advisor (WMA) to retain and attract new investment...SeniorFull timeBank staff$20 - $30 per hour
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...Senior Associate, Independent Advisor Group For this position, which is subject to credentials... ...: The Global Client Group (GCG) is Dimensional... ...transform the way the world invests, and our solutions are a testament... ...development and client services activities for our...Senior$35.12k - $90k
POSITION SUMMARYSenior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...and/or FA/PWA/teamAnswering general non-investment related questions concerning client...SeniorTemporary workWork at officeLocal areaWork visa- ...oriented administrator to support daily freight clearance and entry processing. You will prepare documentation, engage brokers and clients, and help resolve shipping and billing issues. You will maintain data in internal systems, coordinate post-entry tasks, and ensure...Senior
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- Forest Lawn Memorial Parks and Mortuaries in Glendale, CA, seeks a Client Engagement Specialist for the Information Office. You will use... ...families responding to marketing leads, delivering courteous service in a fast-paced, mission-driven environment. This role offers...SeniorWork at office
- GRF, Focus Business Management seeks an experienced Tax Manager to oversee tax, accounting, and advisory services for a diverse client base in a collaborative, hybrid Century City office. You will lead staff, review complex returns, and stay current on state and federal...SeniorWork at office
- Game Seven Agency, an Excel Sports Management Company, seeks a Senior Account Coordinator to drive day-to-day client work, own timelines, and coordinate cross-functional teams. You will ensure organized, proactive execution and gain exposure to sponsorship strategy, campaign...Senior
- Evoke Advisors, a division of MAI Capital, is seeking an Advisory Associate... ...are integral members of the client advisory team, delivering exceptional service and operational excellence to clients... ...client accounts and facilitate investment transactions. This role is based...Work at office
$65k - $75k
Senior Account Manager (Soccer Partnerships) (Financial Services Client) Location: Charlotte, North Carolina, United States of America, Los Angeles, California, United States of America, Atlanta, Georgia, United States of America, New York, New York, United States of America...SeniorFull timeWork at officeLocal areaRemote workFlexible hoursWeekend work3 days per week$26 - $28 per hour
Purpose and Objective AMIRI is looking for charismatic Sr. Client Advisors for its upcoming retail location in Valley Fair! This role is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through...SeniorWork at officeShift workNight shift- ...Portfolio Analyst to support the Portfolio Management team in client service, data preparation, and operational tasks. You will assist... ...performance analysis, and policy statement letters while engaging with advisors and clients to ensure high-quality service. The role...
$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members. Demonstrates... ...large client liquidity events, private placement investment monitoring. Trading of both discretionary and...SeniorWork at office- Bank of America is recruiting for an in-person Client Service Associate to be the first point of contact for clients at our California financial centers. You will uncover personal banking needs, offer solutions, and connect clients to specialists. The role emphasizes deepening...SeniorWeekend work
$84k - $202k
...The Opportunity As a Management Consulting - Sales, Service and Marketing - Senior Associate Intern, you will engage with clients to enhance their customer strategies, improve service design, and optimize performance within our Advisory practice. As an Intern, you will...SeniorSummer workInternshipH1b- Bank of America is hiring for a client-focused role in Los Angeles, offering in-office attendance with flexibility based on role. The... ...centers on engaging clients in the lobby, educating them on self-service options, and accurately processing cash transactions while...Work at officeWeekend work
- Bank of America in Los Angeles is seeking a client services associate to engage clients in the lobby and assist with transactions through self-service resources. You will educate customers on mobile, online banking and ATMs, and accurately process cash transactions while...
- ...build trusted relationships with customers by meeting face to face and providing tailored banking guidance. You will educate clients on digital services, open accounts, and process basic transactions, while collaborating with the branch team to ensure accurate and efficient...
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- JPMorganChase in Los Angeles is seeking a Relationship Banker to represent the Chase brand and deliver exceptional client service in a branch setting. You will acquire, manage, and retain client relationships, using your financial knowledge to offer tailored solutions...Flexible hours
- U.S. Bank is seeking a Relationship Banker in California to build strong client relationships, assess banking needs, and educate clients on products and services. You will assist with deposits, loans, and opening accounts while partnering with branch colleagues to deliver...
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