Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Client Relations Specialist (Hybrid)

Jamba Juice

Castlewatch Wealth seeks a qualified Client Relationship Manager in Glendale, CA, to support advisors and deliver an exceptional client experience. The role involves preparing for meetings, handling service requests, processing applications, and maintaining accurate records. The ideal candidate is licensed, skilled with MoneyGuidePro, and eager to grow within wealth management. This is an in-office role for six months, then hybrid with potential remote days. #J-18808-Ljbffr Jamba Juice

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Client Relations Specialist (Hybrid) in Glendale, CA vacancy
  •  ...Client Relations Specialist HERS Advisors has partnered with a premier boutique law firm who is looking for a Client Relations Specialist to work remote or hybrid for their West Los Angeles, California office (must reside in California). Responsibilities for Client... 
    Suggested
    Work at office
    Remote work

    HERS Advisors

    Los Angeles, CA
    3 days ago
  • Angeles Wealth Group in Arcadia, CA is seeking a Client Relationship Coordinator to be a key contact for client service needs and to support advisors with account management and daily operations. The ideal candidate has a bachelor’s degree and 4+ years in client service... 
    Suggested
    Full time

    Jamba Juice

    Arcadia, CA
    5 days ago
  •  ...Internet, Dedicated Phone Line You will be responsible for creating a variety of online marketing materials, building customer relations, and educating people on our brand. Our company offers flexible schedule, advancement opportunities, complete training, and... 
    Suggested
    Remote work
    Flexible hours

    Team Green Marketing

    Glendale, CA
    2 days ago
  • ## **Job Summary** We are seeking an experienced **Client Service Specialist (Property Owner Relations)** to manage and strengthen relationships with property owners throughout the residential leasing process. The ideal candidate has **previous experience in U.S. residential... 
    Suggested
    Remote work

    Blue Brick Realty

    Los Angeles, CA
    a month ago
  • $24 - $26 per hour

     ...so they can focus on their business. As a Hybrid Managed Services Provider (MSP) with a...  ...Provide prompt and appropriate support to clients experiencing technical issues via phone,...  ...Troubleshoot and resolve technical issues related to hardware, software, network connectivity... 
    Suggested
    Hourly pay
    Work at office
    Remote work
    Monday to Friday
    2 days per week

    Effortless Office

    Los Angeles, CA
    23 days ago
  • Fox Rothschild is seeking a Collections/Client Relations Coordinator in Los Angeles, California. This role requires managing accounts receivable, ensuring timely payments, and resolving billing discrepancies. Candidates should have at least five years of collections experience... 

    Fox Rothschild

    Los Angeles, CA
    5 days ago
  • $76k - $88k

     ...Bernstein Private Wealth Associates Bernstein Private Wealth...  ...worth and ultra-high-net-worth clients. As an industry leader, we put...  ...is supported by a team of specialists aligned with a shared sense of...  ...past performance, and other job-related factors. Base salary is just... 
    Flexible hours

    AllianceBernstein

    Los Angeles, CA
    1 day ago
  •  ...Associate, Wealth Management Los Angeles, CA Who We Are IEQ Capital is a Registered...  ...connection and collaboration with our clients. We are an independent, predominantly employee...  ...and bonus, is $90,000 - $110,000, depending on skills and experience. #LI-Hybrid... 
    Internship
    Flexible hours

    IEQ Capital

    Los Angeles, CA
    2 days ago
  •  ...Crestfield Talent is seeking a professional and dependable Customer Relations Specialist to support customer communication, account follow-up, and...  ...Professional and dependable Previous customer service, client support, or account experience is preferred Skills... 
    Full time
    Work at office

    Crestfield Talent

    Los Angeles, CA
    10 days ago
  • A leading facility services company is seeking an Operations Support Specialist in Los Angeles, CA. The ideal candidate will oversee janitorial operations, engage with clients and vendors, and ensure compliance with service delivery standards. A strong background in operations... 
    Full time

    UG2

    Los Angeles, CA
    3 days ago
  •  ...varied caseload in insurance coverage, defense, and related commercial litigation. You will work directly...  ...to help build the firm's West Coast practice in a hybrid Los Angeles office. The position offers significant client exposure, collaboration with senior lawyers, and... 
    Work at office
    Flexible hours

    Hire Counsel

    Los Angeles, CA
    4 days ago
  • We are partnered with a leading Private Wealth Management firm seeking a driven and versatile...  ...high-net-worth and ultra-high-net-worth clients while gaining broad exposure to wealth...  ...financial services, private banking, or a related client-facing environment SIE, Series 7,... 

    DRUM Associates

    Los Angeles, CA
    4 days ago
  • $93.11k - $134.49k

     ...Welfare Benefits Plan No. 504 are linked here . POSITION: Sr. Donor Relations Associate EXEMPT / UNION DEPARTMENT: Development GRADE EF-4...  ...verbal, writing and organizational skills highly desirable. A hybrid work model will be implemented for certain positions during... 
    Local area
    Remote work

    The Jewish Federation of Greater Los Angeles

    Los Angeles, CA
    1 day ago
  •  ...As a Customer Relations Coordinator, you will be responsible for providing exceptional service and support to customers, including: respond...  ...to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy... 

    TradeJobsWorkforce

    Los Angeles, CA
    2 days ago
  •  ...Senior Associate assists the Wealth Management Managers and Directors...  ...with the services provided to clients such as the preparation of net...  ...95% for health insurance ~ Hybrid work arrangement How you...  ...addresses most ad hoc questions related to client situations.... 
    Work at office

    ASPIRIANT LLC

    Los Angeles, CA
    18 days ago
  •  ...Job Description As a member of a client service team, the Wealth Management Senior Associate is responsible...  ...up to 95% for health insurance ~ Hybrid work arrangement How you will contribute...  ...address most ad hoc questions related to their situations Abilities:... 
    Work at office

    ASPIRIANT LLC

    Los Angeles, CA
    24 days ago
  • CNA Insurance is seeking an experienced Commercial Claims professional in a hybrid role near CNA offices in California. This individual contributor position manages moderate to high complexity claims, investigates, verifies coverage, and negotiates settlements within authority... 

    CNA Insurance

    Los Angeles, CA
    3 days ago
  • Pogos Ichmelyan - State Farm Agent in Glendale, California is seeking a Customer Relations Representative to enhance client experiences and support agency growth. This role involves managing customer inquiries, coordinating with team members, and addressing community needs... 
    Flexible hours

    Pogos Ichmelyan - State Farm Agent

    Glendale, CA
    2 days ago
  • $27.65 - $32.65 per hour

     ...serve and direct our families’ needs.The Client Engagement Specialist will use a multi-channel...  ...with CRM system to track incoming calls related to Advance Planning as well as general...  ...efficiently in-office and remotely (Hybrid) as well as part of a team. Must be able... 
    Work at office
    Local area
    Remote work
    All shifts
    Flexible hours
    Weekend work

    DeKalb Health

    Glendale, CA
    5 days ago
  • $26 - $30 per hour

     ...working environment and have a willingness to learn, we should meet to discuss our career opportunity. Role Description As a Customer Relations Representative - State Farm Agent Team Member with Isabel Munoz - State Farm Agent, you will generate the kind of exceptional... 
    Hourly pay
    For contractors

    Isabel Munoz - State Farm Agent

    Burbank, CA
    4 days ago
  • $17 - $20 per hour

     ...Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Relations Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through... 
    Hourly pay
    For contractors

    State Farm

    Los Angeles, CA
    20 hours ago
  • ## **Job Summary** We are seeking a highly professional and relationship-driven Client Service Specialist (CSR) to serve as the primary point of contact for property owners throughout the leasing process. This role is responsible for providing weekly performance updates... 
    Remote work
    Home office

    Blue Brick Realty

    Los Angeles, CA
    a month ago
  • A Customer Relations Coordinator at Malca-Amit is required to work in a fast paced customer focused environment and a successful candidate...  ...solution technology and global capabilities enables our clients to achieve maximum efficiency when dealing with the movement of... 

    Malca-Amit Group of Companies

    Los Angeles, CA
    3 days ago
  • $99.48k - $159.17k

     ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term...  ...other. “I can succeed as an Internal Wealth Specialists at Capital Group.” As one of our Internal...  ...identity), pregnancy, childbirth and related medical conditions, age, physical or mental... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Capital Group

    Los Angeles, CA
    20 hours ago
  •  ...confidence. Who We Seek: As our  Client Concierge Specialist , you’ll be the heartbeat of our...  ...with every interaction. This role is hybrid/remote as well as in boutique. Our...  ...factors, including market location, job-related knowledge, skills, and experience.... 
    Hourly pay
    Immediate start
    Remote work
    Flexible hours
    Shift work

    Honey Birdette

    Los Angeles, CA
    23 days ago
  •  ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering...  ...needs.  As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning and... 
    Local area

    JPMorgan Chase & Co.

    Los Angeles, CA
    9 days ago
  • $19 - $23 per hour

     ...achievements across sales, bakery performance, and individual contributions. About the Role   We are seeking a  Customer Relations Coordinator (FSQA)to join our team at our Los Angeles, CA office . As a Customer Relations Coordinator , you will be accountable... 
    Hourly pay
    Temporary work
    Work at office
    Immediate start
    Shift work

    Aspire Bakeries

    Los Angeles, CA
    2 days ago
  •  ...knowledge of common business technologies, cloud infrastructure, and the ability to work with diverse environments. Hybrid work includes visiting LA client offices and remote sessions via chat, phone, and email. A dedicated home office and reliable internet are expected.... 
    Remote job
    Full time
    Home office
    Monday to Friday

    Socket

    Los Angeles, CA
    3 days ago
  • $63k - $128k

    Commercial Litigation Legal Assistant (Client Delivery Specialist) Job Category : Administrative Support...  ...2947 Posted : July 21, 2026 Full-Time Hybrid Locations Showing 1 location...  ...contacts; tracks requirements and activity related to CLE and memberships. Provides general... 
    Full time
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Husch Blackwell LLP

    Los Angeles, CA
    1 day ago
  • $69.92k - $92k

     ...thinking, strengthen organizational culture, and communicate trust to clients and visitors. Our purpose is design for the good of...  ...clients Masters understanding of Geiger Product lines as it relates to current trends and how to best position them against competitors... 
    Contract work
    Temporary work
    Work at office

    MillerKnoll

    Los Angeles, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Relations Specialist (Hybrid). Be the first to apply!