Client Services Associate - Hybrid Growth in Finance
Signature Estate & Investment Advisors, LLC
A leading financial advisory firm is seeking a Client Service Associate (CSA) to act as a liaison between clients and advisors. The role involves managing account operations, providing exceptional service, and supporting multiple advisory teams. Applicants should have customer service skills and be organized, with the flexibility to handle a hybrid work model after training. This position offers comprehensive benefits, including medical, dental, and a 401k plan. #J-18808-Ljbffr Signature Estate & Investment Advisors, LLC
- A leading investment research firm in Los Angeles is looking for a Client Services Associate for their Surveys team. This role involves executing surveys, providing client feedback, and managing expert panels. The ideal candidate will have strong communication skills, a...SuggestedRemote job
$80k - $95k
...Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW... ...Bachelor’s degree. 3‑5+ years of relevant experience in the finance industry, with a focus on client service or operations....SuggestedWork at officeRemote work- ...Work From Home Financial Services Position Are you looking for a work-from-home opportunity... ...commitments. 3. Opportunity for Growth: Grow with a company that values your potential... ..., ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness...SuggestedRemote workWork from home
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Join Third Bridge Group in Los Angeles as a Client Services Associate. You will play a crucial role in finding and engaging industry experts to provide insights for our clients, often under tight deadlines. This position offers a dynamic environment where you’ll develop...Suggested$90k
...0 investment firms, offering clients 24/7 coverage through our team... ...and quickly. The Survey Associate position is a key enabler in... ...driven, process-oriented, client-servicing environment Superior writing... ...negotiation. Fast-track your growth: there is clear career...SuggestedFlexible hours$55k - $65k
...investment bank and full service broker‑dealer. With... ...both corporate and public finance), equity & fixed income... ...& Co. Inc.’s Private Client Division is currently seeking... ...Client Service Associate for their Newport Beach... ...positive disposition seeking growth and opportunity to...Local area- A leading financial services firm is seeking a Client Services Associate in Los Angeles to provide exceptional client support. In this role, you'll manage client... ...will have a Bachelor's degree and 3-5+ years in finance, with strong analytical and interpersonal skills. The...
$125k - $150k
...investment management and advisory services to wealthy individuals,... ..., and foundations, targeting clients with $20 million or more in investable... ...Client Service/Advisory Associate (CSA) to help our team grow.... ...Outlook. BA/BS degree in finance or related field preferred....Permanent employmentWork at officeLocal areaFlexible hours- ...About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive... ...compensation Paid training and ongoing support Clear growth path into Account Coordinator, Account Manager, or Customer...Full time
$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready... ...excellence, we combine strategic insight with human-centered growth solutions. Our mission is simple: to help individuals and...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 Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- ...data center operations, seeks a Construction Accounting Manager to support growth. The role involves maintaining job costing, preparing loan draws, and managing financial documentation in a hybrid work environment. Qualified candidates will have a Bachelor's in...
$56k - $102k
BNY is seeking a Senior Associate, Fund/Client Accounting to conduct accounting services for clients, including determining net asset values and preparing reports. The ideal candidate will have 5-7 years of experience, preferably with a Big 4 accounting firm, and a Bachelor...$19 - $20 per hour
...Client Service Associate The anticipated base salary range for this position is $19 to $20 hourly. Exact salary depends on several factors... ...personal, volunteer time, as well as company holidays ~ Hybrid and flexible work options available for roles that can be done...Hourly payTemporary workLocal areaRemote workFlexible hours- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the... ...Great communication skills · Commitment to the company's growth, as well as professional and personal growth Responsibilities...Full timeWork at officeShift work- Bank of America in Los Angeles is looking for a motivated individual to provide client service support to Financial Advisors. This position emphasizes operational excellence and advocacy for clients while ensuring accurate and timely service. The ideal candidate will thrive...Hourly pay
$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 regular interactions with clients, individuals in this role build trusted relationships. Leading with a client‑first mindset...Temporary workWork at officeLocal area- SUMMARY: Become a Client Service Associate (CSA) with SEIA! The CSA serves as a key liaison between clients, advisors, financial custodians, and... ...full-time in-office. Position will be eligible for hybrid structure (office 4 / remote 1) after training has been completed...Full timeWork at officeImmediate startRemote work
$35.15k - $90k
POSITION SUMMARY 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...Temporary workPart timeWork at officeLocal area$80.1k - $128.16k
Capital Group • Los Angeles, CA Join Capital Group as a Global Investment Control (GIC) - Private Client Services (PCS) Associate. In this role you will administer Mutual Fund, ETF, and Separately Managed Accounts (SMA) activities, support client transactions, ensure compliance...Local areaFlexible hours- Bachelors Degree and Min 2 years + experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal...
- Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions for the world’s top investors and business leaders. We combine human insights and unique investor‑led content into a global...Full timeWorldwideFlexible hours
$55k - $75k
..., Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles,... ...service is the foundation of our consistent growth. Our Correspondent Services Division has an immediate need for a Client Service Associate. This position will be responsible for...Immediate start- ...Investment Partners, Inc is seeking an Investment Advisor Associate to provide client service support to high-net-worth individuals. This role... ...offers competitive pay and various benefits, as well as a hybrid work model, allowing flexibility. #J-18808-Ljbffr Virtus...
$140k - $160k
...Our team partners closely with clients to build customized hiring... ...relationships. The Role This is a hybrid Account Executive position... ...partnerships. While Accounting & Finance is a core focus, we’re open to... ...promotion—performance drives growth Comp & Benefits Medical, Dental...$80.1k - $128.16k
...and a stronger community of associates united by our mission. At Capital... ...values every day: Integrity, Client Focus, Diverse Perspectives,... ...succeed as a Private Client Service Associate at Capital Group.”... ...benefits Learn more about our hybrid schedule Learn more about our...Full timeTemporary workLocal areaFlexible hours- ...a seasoned partner to grow the practice. You will advise on complex financing, acquisitions, and joint ventures while mentoring junior attorneys and shaping team workflows. This role features a hybrid work model with in-person collaboration required about three days per...3 days per week
- Tyson & Mendes is seeking an Associate Attorney in Los Angeles, CA, with active CA bar status... ...work, strategic case development, and client service, with mentorship and advancement paths.... ...arrangements (office, home, or hybrid), and robust training and development opportunities...Remote jobWork at officeFlexible hours
- Sora Resource Group, based in Los Angeles, is looking for an Accounting Manager with a hybrid schedule. The role involves managing client accounts, ensuring adherence to accounting principles, and supervising a team. Candidates should have 7-10 years of accounting experience...
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