Financial Client Services Associate: Support & Licensing
$30 - $33.65 per hourWedbush Securities
Wedbush Securities seeks a Registered Client Service Associate in Pasadena, California to provide sales and administrative support to Financial Advisors. The ideal candidate holds a Bachelor’s Degree, has relevant FINRA certifications, and possesses a minimum of 3 years of professional experience. This position offers a competitive salary ranging from $30.00 to $33.65 per hour, healthcare and 401(k) benefits, paid time off, and other perks, all in a supportive work environment. #J-18808-Ljbffr
$65k - $75k
UBS is seeking a Registered Client Associate in Los Angeles to support client services. Responsibilities include keeping client... ...candidate must possess Series 7 and 66 licenses, have 2-5 years of experience in client service within financial services, and be detail-oriented...Suggested- A financial services company is seeking a Registered Client Service Associate in Los Angeles, CA. This role involves providing essential administrative support to financial advisors and clients. The ideal candidate... ...preferred, with required licenses including SIE and Series...Suggested
$30 - $33.65 per hour
...andAdvanced Clearing & Prime Services divisions. Headquartered... ...Registered ClientService Associate to support Financial Advisors and senior level... ...administrative support to clients and Financial Advisors Maintain... ..., Disability, etc.) FINRA License Sponsorship Travel &...SuggestedWork experience placementWork at officeImmediate startFlexible hours$15k
...delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...improve our clients' financial well-being, we also... ...the ability to obtain licensing is required. •... ...as a Registered Client Associate. • Post-Secondary education...SuggestedHourly payWork experience placementWork at officeLocal area$55k - $85k
...Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate... ...will be to work as part of a team in supporting a top financial advisor and planner....SuggestedFull timeWork at officeShift work- ...Client Services Representative Firefighters First Federal Credit Union... ...members with exceptional financial products and services, along... ...providing high level administrative support which includes general... ...High school diploma or GED. Licenses/Certifications: Series 7, 63...Temporary workWork at officeLocal areaImmediate start
$114k - $150k
...sales and endorsements, licensing, media finance, consumer... ...culture and exceptional client service. The Role Associate based in Los Angeles, part... ...documents & template materials. Support individual deals - run... ...strategy. Build & update financial models (incl. company P&L...Permanent employmentWork experience placementWork at officeLocal areaRemote workMonday to Thursday- A prominent law firm in California is seeking a licensed attorney to lead their Intake Department. You'll manage a team of over 20, establish key processes, and ensure exceptional client service through effective training and operational excellence. The ideal candidate...
$34.53k - $44.1k
...SUMMARY: The IS Support Clerk performs... ...Attends LA County DMH Financial Trainings and... ...exemplary customer service, team player, flexible... ...~ Facilitates client enrollment for services... ...driver's license and clean driving... ...sexual orientation, or association with a person or group...Work at officeFlexible hoursWeekend workAfternoon shift$20 - $27 per hour
...Premier Client Services Associate We are currently seeking a Premier Client Services Associate.... ...supervision, provide service and portfolio support to Relationship Managers and... ...ability to grasp general accounting and financial concepts. Applicants must have legal...Work at office$65.3k - $104.3k
...Client Service Associate This person is responsible for the day-to-day interaction with clients of... ...providing proactive and consultative support to resolve operations issues that may... ...appropriate action necessary to avoid financial loss to the Bank. May performs business...Immediate start- ...We are seeking a Senior Client Service Associate (Senior CSA) to join our growing... ...complex service needs, supporting high-value relationships, and... ...Preferred Experience supporting financial advisors or working... ...management platforms) Series 65 license (preferred but not required...Immediate start
$90k - $110k
...Job Description Job Description Job Title: Financial Advisor (Licensed Client Service Advisor) Are you a licensed Financial Advisor who enjoys working... ...service and growth through referrals Give you the support of a full team (marketing, operations, leadership)...$27 - $30 per hour
...active California Real Estate License and at least 3 years of... ...backbone of our operations and client experience. Success in This... ...and clients Clients feel supported and impressed at every step... ...dedication, strategic marketing, and white-glove client service....Hourly payFull timeContract workWork at officeLocal areaMonday to Friday- ...committed to helping our clients, taking care of our... ...extraordinary customer service while maintaining a... ...Private Client Investment Associate in J.P. Morgan Wealth... ...and administrative support to Private Client Advisors... ...and active Series 7 license is required or may be...
- A leading financial institution in Los Angeles is seeking a Private Client Investment Associate to support Advisors in providing exceptional client service. You will assist with operational tasks, build client... ...include a valid Series 7 license and the ability to obtain...
- ...history and recognition for service and excellence in the Financial Services industry,... ...seeking a dynamic Registered Client Service Associate who is a motivated,... ...administrative support to Financial Advisors,... ...approved by Human Resources. Licenses/Certifications SIE required...Work experience placementWork at office
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm... ...to provide client service management support to our clients and operational... ...The ideal candidate is able work with financial advisors and our custodians with the...Work at office$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$164k - $250k
...enriching the lives of our clients. We continually seek... ...craft of personalized financial planning with our team... ...investment management services to over 80,000... ...Ensures on going client support and communication... ...Only) Insurance Licenses Substantial experience...Full timeTemporary workFlexible hours$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I in Woodland Hills, California. This role focuses on acquiring essential securities licenses while building strong client relationships through comprehensive training and coaching. Key responsibilities include...Hourly pay- ...America is seeking a Financial Solutions Advisor Stage... ...necessary securities licenses and providing bank and... ...investment solutions to clients. Successful candidates... ...roles while receiving support for professional... ...experience in financial services are desired. #J-18808...
$28.85 - $33.65 per hour
Bank of America seeks a Financial Solutions Advisor Stage I in Los Angeles, CA. This role involves obtaining essential securities licenses, cultivating client relationships, and providing comprehensive financial advice. You will work in a financial center and help clients...Hourly payWork at office- Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, CA. This role includes obtaining necessary Securities Industry licenses and managing client relationships. You will receive extensive training in delivering core banking and investment solutions...
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Los Angeles, California... ..., you will obtain necessary securities licenses while receiving training in foundational... .... Responsibilities include managing client relationships and recommending Bank of...Hourly pay$20.21 - $26.79 per hour
...Provide excellent client service by providing immediate... ...prospects in client financial review(s) and business... ...transactions) when needed. Supports the branch goal of... ...Multistate Licensing and Registry (NMLS) within... ...We offer eligible associates comprehensive healthcare...Immediate start- ...role Are you truly service oriented? Do you know... ...for a Registered Client Associate to: • Keep management... ...ll be working in the Financial Services team in... ...SIE, Series 7 and 66 licenses • Ideally 3-5 years... ...with new challenges, a supportive team, opportunities to...Work at officeFlexible hours
$20.71 - $24.85 per hour
...growing and committed to supporting the communities we... ...community to our associates, offering annual paid... ...to a lifetime of financial success, and enjoy a... ...efficient, and friendly services to clients. Performs a variety... ...Certificates, Licenses and Registrations:...Hourly payWork at officeLocal area- ...integrity, and empowering our clients and partners. Since our... ...tireless effort to deliver quality service . We see a need for Equity... ...super-knowledgeable and eager support staff lightning fast... ...If you have an active MLO license on NMLS , are looking for more...For contractorsRemote work
$164k - $250k
...opportunity for a VP Financial Advisor to join our team... ...team and will help clients achieve their financial... ...goals while providing service that exceeds client expectations... ...Ensure ongoing client support and communication.... ...Series 7, 66 (BD/RIA) licenses. Series 65 (RIA Only)...Full timeTemporary workFlexible hours
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