Wealth Management Client Services Specialist
PowerToFly
A financial services company is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. This role requires strong interpersonal and organizational skills, with responsibilities including maintaining client relationships, assisting with account management, and preparing financial materials. The ideal candidate has a high school diploma, some industry experience, and is willing to obtain relevant certifications. This position offers competitive compensation aligned with industry standards. #J-18808-Ljbffr PowerToFly
- A boutique wealth management firm located in Los Angeles seeks a dedicated client service representative. The ideal candidate will ensure every client receives exceptional service, while also performing various administrative tasks to support the efficiency of operations...Suggested
$5,000 per month
...A boutique wealth management firm is seeking a client-facing specialist to support advisors in Los Angeles, primarily remote. Responsibilities include managing... ...compensation of $5000 USD and access to numerous employee benefits, including discounts on services. #J-18808-Ljbffr...SuggestedRemote work- A well-respected wealth management firm in Los Angeles is seeking a Senior Investment Adviser Associate to provide exceptional service to affluent clients. This role involves serving as the primary contact for clients, managing account openings, and ensuring comprehensive...Suggested
- BNY is seeking a Specialist, Client Service Management II to join our Client Services team in Los Angeles. In this role, you will engage directly with... ...resolve moderately complex issues while partnering with Wealth Advisors and Associates to maintain strong client relations...Suggested
$5,000 per month
...) Compensation: $5000 USD per month Join a boutique wealth management firm as a client‑facing specialist supporting advisors and operations. Handle client inquiries... ...Schwab and Fidelity. Serve as primary contact for service requests while maintaining compliance standards....SuggestedFull timeFor contractorsWork at officeRemote work- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...Morgan Chase, we are committed to helping clients achieve their financial goals,... ...and inclusion, and providing top-tier service through our investment solutions and digital... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Full time
- LVMH Group is hiring a Retail Support Associate for its RIMOWA brand in Beverly Hills, California. The role involves assisting the store team with operational duties to boost productivity and performance. The ideal candidate should have a High School diploma or equivalent...
- ...Los Angeles to be the primary liaison for client interactions, providing operational... ...products to enhance client relationships and manage day-to-day operations. The ideal candidate... ...2 years of relevant experience in client service and banking. The role offers a competitive...
- ...relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As... ...provides full‑service payment processing solutions to its clients and serves the Community Association Management industry...Local areaImmediate startFlexible hours
- A leading banking institution in Los Angeles seeks a Relationship Banker to deliver exceptional client service and manage client relationships effectively. The ideal candidate should have over a year of sales experience in Retail Banking, strong communication skills, and...Weekend workAfternoon shift
- Customer Service Representative page is loaded## Customer Service Representativelocations... ...Talk with lead, supervisor, co-workers, managers, and customers in a professional manner*... ...evolving processes, we ensure that our clients experience unmatched service excellence...Hourly payShift work
$22 - $24 per hour
Job Title: Client Services Specialist JANUS et Cie, a reputable, design-focused leader in the furniture industry, is seeking detailed individuals... ...a Client Services Specialist to support our Sales Reps in managing all sales accounts within their territory. This position...Hourly payFull timeWork at officeMonday to Friday- BNY Mellon is seeking a Specialist, Client Service Management II to join their Client Services team in Los Angeles or Newport Beach, CA. In this role, you will work closely with clients, resolving complex issues and enhancing client experience through effective relationship...
$25.93 - $41.43 per hour
SERVICE REPRESENTATIVE II - TREASURY MANAGEMENT WHAT IS THE OPPORTUNITY? Serves as primary customer service & training contact for Treasury Management Services. Acts as liaison between clients and various Bank units to independently respond to client inquires and resolve...Hourly payPermanent employmentRemote work- ...Bank is seeking an Account Support Officer in Beverly Hills to manage client relationships and provide operational support. The role... ...and ensuring retention of profitable clients through effective service. Candidates should have a minimum of 2 years' experience in a...Hourly pay
$85k - $105k
» » Strategy Specialist, Wealth Solutions (Internal Sales)**Job Title:** Strategy Specialist... ...Company is a leading full-service real estate investment and management company that for three decades... ...intermediaries and their clients* Present Griffin Capital investment...Full timeTemporary workPart timeApprenticeshipWork experience placementWork at officeLocal area$87.03k - $138.97k
SALES OFFICER II - TREASURY MANAGEMENT WHAT IS THE OPPORTUNITY? This position is responsible for the development and direct sale of treasury management products and services to new clients and the expansion of existing treasury management customer relationships. The incumbent...Work at office$69.92k - $92k
...thinking, strengthen organizational culture, and communicate trust to clients and visitors. Our purpose is design for the good of humankind.... ...workplace needs by influencing the direction of product and service development with insights from a planning and interior design...Full timeContract workTemporary workWork at office- ...Virtualite Virtualite Business Process Outsourcing Services helps entrepreneurs and organizations... ...operations through virtual support and digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll work...Remote workWork from home
$60k
...global leader in commercial real estate services. We have been ranked the industry’s top... ...on crafting successful outcomes for our clients, employees and shareholders. We offer a... ...Building Operations & Experience (facilities management, property management, flex space &...Work at officeLocal areaVisa sponsorshipFlexible hours$60k - $80k
...the West Coast, providing exceptional client service and highly customized investment solutions... ...array of services including investment management, fiduciary, philanthropic, and family... ...be several generations removed from the wealth creators. Our corporate culture is one...Full timeWork at office- Treasury Management Sales Implementation Specialist Job Category: Banking Requisition Number: TREAS004989 Posted: April 22, 2026... ...Angeles, CA 90021, USA MidFirst Bank is a full service bank with a vision of unparalleled client service in California. The Bank's core...Hourly payFull timeRemote work
- The TCW Group, Inc. is seeking a Client Services Operations Associate in Los Angeles, CA. This role involves preparing standard and custom client reports, managing operational activities related to the reporting system, and collaborating across departments. The ideal candidate...Work at officeRemote work
- ...Representative to join their team in West Hollywood, California. This full-time, on-site position involves engaging with clients to meet their needs, managing customer accounts, and maintaining excellent customer satisfaction. The ideal candidate will have strong expertise...Full time
$70k - $80k
...estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented... ...~ Update & maintain company Contact Relationship Management (CRM) database to track prospects, clients, and deal...Daily paidWork at officeLocal area- ...offers unlimited earning potential, with responsibilities including client representation, ensuring branding requirements, and maintaining... .... Ideal candidates will have inside sales and client service experience and a commitment to a positive client experience. The...Full time
- ...enthusiastic and self-driven individuals for a customer service role. This position involves assisting existing and prospective clients by providing outstanding service and product... ...throughout the day. Responsibilities include managing customer service calls, distributing benefit...Remote workWork from home
$45k - $65k
...Associate in Los Angeles, CA. This role involves client communication, scheduling, and... ...possess strong communication skills, and can manage multiple tasks effectively. A supportive,... ...for individuals passionate about client services and event planning. #J-18808-LjbffrRemote work
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