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 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Relations Specialist (Hybrid) in Glendale, CA vacancy
- EP Wealth Advisors, LLC is seeking a Client Relationship Associate in the Los Angeles area to support client relationships and service delivery across wealth advisory, planning and operations. The CRA acts as a primary contact for account maintenance, cash management and...Suggested
- 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...SuggestedFull time
$75k - $80k
...Administrative Assistants are client service professionals... ...in collaboration with Wealth Advisors and... ...Take ownership of tasks related to general office maintenance... ...by a team of specialists aligned with a shared... ...wellness Flexible time off Hybrid work model Mentoring...SuggestedWork at officeWorldwideFlexible hours$104.6k - $191.6k
...side by side with a range of clients from our most venerable institutions... ...Banking and Capital Markets, Wealth and Asset Management,... ...our team‑led and leader‑enabled hybrid model. Our expectation is for... ...select Option 2 for candidate related inquiries, then select Option...SuggestedSummer holidayLocal areaFlexible hours- About the job Remote Client Relations Specialist Overview We are looking for a Remote Client Relations Specialist in the Los Angeles area to support clients throughout the travel planning process. This position is ideal for individuals who enjoy fast-paced communication...SuggestedRemote jobFor contractorsFlexible hours
- Aisles & Abroad is seeking a Client Relations Assistant to support client communication and coordination in a fully remote environment. The role focuses on maintaining positive interactions and ensuring a smooth client experience throughout the process. Ideal candidates...Remote job
- ...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...Work at officeRemote work
- UBS in Los Angeles, CA is seeking a full-time Wealth Management Support Associate in the Beverly Hills branch. You will work with a Wealth Management team, keeping client data up-to-date and assisting with client meetings. The ideal candidate has Series 7/66 licenses preferred...Full timeWork at office
- ## **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...Remote work
Blue Brick Realty
Los Angeles, CAmore than 2 months ago - ...LLP in Los Angeles, CA seeks a Mass Tort Legal Assistant (Client Delivery Specialist) to manage attorney workflows, coordinate cross-functional tasks, and support billing and client communications. This hybrid role combines on-site and remote work while supporting senior...Remote work
- Fox Rothschild LLP seeks a Collections/Client Relations Coordinator to manage and execute the collection of outstanding accounts receivable and to maintain accurate client records. You will work closely with billing and Cash Application teams to ensure timely payments...
$85k - $120k
...Key responsibilitiesWe're looking for a Wealth Strategy Associate to:• Support Financial... ...management strategies and financial plans for clients.• Analyze client financial information,... ...analysis, financial planning, or a related field.• Holds active FINRA Series 7 and Series...Full timeWork at officeFlexible hoursUBS
Los Angeles, CA9 hours ago- California Department of Industrial Relations in Van Nuys is seeking a Hearing Reporter to provide verbatim transcripts of conferences,... ...data, and performing related clerical stenographic tasks, with a hybrid work schedule in accordance with DIR #J-18808-Ljbffr...
- AllianceBernstein L.P. in Los Angeles, CA, is seeking an Administrative Assistant to partner with Wealth Advisors and Management in the Private Wealth Management Platform. You’ll support client service, meeting prep, calendar management, and travel coordination to help advisors...
$85k
Billing Specialist Location: D owntown Los Angeles Hybrid Flexible (2 days on site) Salary Range: Up to $85K (approx $... ...inclusive of review and maintenance of client bills, compliance with client... ...responsible for resolving billing related issues from internal and external...Flexible hours- ...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...InternshipFlexible hours
IEQ Capital
Los Angeles, CA5 days ago $76k - $88k
...Overview Bernstein Private Wealth Management is a premier... ...worth and ultra-high-net-worth clients. As an industry leader, we put... ...client is supported by a team of specialists aligned with a shared sense... ...performance, and other job-related factors. Base salary is just...Flexible hoursAllianceBernstein Holding L.P.
Los Angeles, CA4 days ago- We are seeking a proactive, detail-oriented Sales Support/Customer Relations Rep to act as the primary liaison between our customers, field sales team, and internal operations. This role ensures a seamless customer experience by managing the end-to-end sales order process...
$130k - $160k
...the team responsible for completing all client tax returns. This position owns assigned... ...with state and federal government agencies relating to client tax notifications received. Provide... ...to leave work early on designated dates. Hybrid work schedules, if applicable, to...Summer workWork at officeFlexible hours$51.85 per hour
...Compensation Claims Examiner II - Glendale OR Orange, CA (Contract - Hybrid)Pay Rate: $51.85/hourPosition is hybrid 3 days in office in... ...and/or Experience:Bachelor’s degree preferred3-5 years related experience & training (5 years without a SIP certificate)**JSG...Weekly payContract workTemporary workWork at office$100k - $110k
..., and an exceptional experience for our clients. Backed by a substantial balance sheet,... ...Position Overview The Client Relations Manager plays a key, high-impact role in... ...an LA-based or PHX-based position on a hybrid schedule with at least two (2) days in-office...Full timeWork at officeArixa Capital
Los Angeles, CA21 days ago- We are partnered with a leading Private Wealth Management firm seeking a highly organized... ...role offers comprehensive training, direct client exposure, and a strong long-term path... ...including flights, hotels, transportation, and related logistics Maintain accurate information...Work at office
- Banc of California, a premier relationship-based business bank, seeks a Customer Relationship Officer in Los Angeles to process transactions accurately and deliver exceptional customer service. You will support branch operations, mitigate risk, and refer financial products...
$26 - $30 per hour
...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 payFor contractorsIsabel Munoz - State Farm Agent
Burbank, CA2 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 officeFlexible hours
$120k - $135k
...advisory business. Create comprehensive wealth management plans for high-net-worth individuals... ...and endowments. Work one-on-one with clients to advise and deliver customized... ...Business Administration, Accounting, or related field and three (3) years of experience in...- Allen Sarafyan - State Farm Agent in Los Angeles is looking for a Customer Relations Representative to deliver exceptional customer experiences, handle inquiries, and support the growth of the agency. You will coordinate with team members and anticipate community needs...Flexible hours
- ...of seasonal color palettes and visual assets. In this full-time hybrid role, you will assist in developing patterns and ensuring color... ...experience in color design and holds a Bachelor’s Degree in a related design field. A passion for collaboration and brand trends is essential...Full timeSeasonal work
- ...equity funds. Ideal candidates will have two years of experience in a related field and strong analytical skills. The company offers a comprehensive benefits package, including generous PTO and health benefits. A hybrid work schedule is also available. #J-18808-Ljbffr IQ-EQ
$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 areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Relations Specialist (Hybrid). Be the first to apply!
Related searches
- inside customer service representative Glendale, CA
- customer service rep remote Glendale, CA
- airport customer service agent Glendale, CA
- bilingual customer support specialist Glendale, CA
- client experience specialist Glendale, CA
- customer service associate Glendale, CA
- customer success specialist Glendale, CA
- virtual customer service advisor Glendale, CA
- hospital customer service representative Glendale, CA
- customer service representative hiring Glendale, CA