Senior Private Wealth Client Services Associate
$34k - $90kDormont Manufacturing Co
Dormont Manufacturing Co in Beverly Hills seeks a Senior Registered Client Service Associate to provide exceptional support to financial advisors and clients. In this role, you will build trusted client relationships, assist with transactions, and educate clients on digital tools. Ideal candidates will have a college degree, a minimum of 5 years in the industry, strong interpersonal skills, and knowledge of financial products. Compensation ranges from $34K to $90K annually. #J-18808-Ljbffr Dormont Manufacturing Co
- PowerToFly is seeking a Senior Registered Client Service Associate in Beverly Hills, California. This role involves providing exceptional service to clients and supporting Financial Advisors in enhancing client relationships and executing transactions. The ideal candidate...SeniorWork at office
$34.32k - $90k
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and teams on a daily basis. Through regular interactions with clients, individuals in this role...SeniorTemporary workWork at officeLocal area$100k - $120k
...An established, nationally recognized wealth management firm providing comprehensive... ..., and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support... ...versed in alternative investments, private placements and handling subscription...SeniorPermanent employmentWork at officeLocal areaWork from home$34.32k - $90k
...Job Description 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 relationships...SuggestedTemporary workWork at officeLocal area- ...Beacon Pointe in Los Angeles is seeking a Client Service Associate to join a dynamic team of wealth management professionals. The role involves responding to client inquiries, managing operations with a centralized team, and effectively communicating service updates to...SuggestedWork at office
- Northern Trust Corp is seeking a Wealth Strategist Sales Associate in Los Angeles to respond to personal financial planning inquiries and prepare materials for client meetings. The role requires 1-3 years of client servicing experience and strong organizational skills....
$28.85 - $39.9 per hour
JPMorgan Chase is looking for a Private Client Investment Associate in Los Angeles who will provide essential client service and administrative support within Wealth Management. The role involves maintaining client relationships and assisting Advisors with operational requests...Hourly pay$34.32k - $90k
Dormont Manufacturing Co is looking for Client Service Associates to provide exceptional service and support Financial Advisors. Ideal candidates will cultivate client relationships and assist with onboarding and maintaining client accounts. Strong interpersonal skills...$265k - $320k
...Description Job Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services practice in... ...an attorney interested in sophisticated estate planning, wealth transfer planning, tax strategy, trust and estate...SeniorFull timeTemporary workPrivate practiceWork at officeRemote workFlexible hours$110k - $120k
...management and advisory services to wealthy individuals, families... ...foundations, targeting clients with $20 million or more... ...is looking to add a Senior Client Service/Advisory Associate (CSA) to help the team grow... ...in 2008, Hightower is a wealth management firm that provides...SeniorPermanent employmentWork at officeLocal areaFlexible hours$25 - $44 per hour
...Job Description This role provides client service support to multiple Financial Advisors (FAs) and supports enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business. Responsibilities Provides excellent client service...Hourly paySeasonal workWork at officeShift workDay shift$25 - $44 per hour
...Job Description Provides client service support to multiple Financial Advisors (FA). Supports enterprise strategic objectives, operational excellence goals, and client advocacy while customizing solutions based on the FA’s specific needs. Serves as the most frequent point...Hourly paySeasonal workWork at officeShift workDay shift$28.85 - $39.9 per hour
...have an enthusiasm for helping our clients, taking care of our employees,... ...extraordinary customer service while maintaining a strong commitment... ...meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...- Next Frontier Capital is seeking a Private Client Investment Associate to provide client service and operational support within J.P. Morgan Wealth Management. This role focuses on facilitating operational requests and maintaining relationships with clients while ensuring...
- HighTower Advisors, LLC, located in Los Angeles, is hiring a Senior Client Service/Advisory Associate to support its advisory team. The role involves coordinating client services, resolving inquiries, and ensuring smooth operational processes. Ideal candidates should have...Senior
$100k - $275k
...of America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities and... ...relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong interpersonal and...Senior- Fairygodboss is seeking a Private Client Investment Associate to support Advisors in Wealth Management. This role involves client service, operational marketing, and relationship management, ensuring comprehensive support to clients. Applicants should hold a Series 7 license...
- Chase in Los Angeles is looking for a Private Client Investment Associate to provide exceptional client service and operational support to Private Client Advisors. In this... ...opportunity to be at the forefront of client interaction in Wealth Management. #J-18808-Ljbffr Chase
- ...advisory firm in California is searching for a Wealth Manager to develop and implement customized financial strategies for clients. The successful candidate will take the lead... ...should have at least 7 years of financial services experience and a relevant Bachelor's degree....Senior
- Virtus Investment Partners, Inc is seeking an Investment Advisor Associate to provide client service support to high-net-worth individuals. This role includes acting as the primary contact, managing accounts, and executing asset allocation changes. The ideal candidate has...
$55k - $65k
A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability...$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...Senior$81.5k - $103.5k
GHJ is seeking a Client Accounting and Advisory Services (CAAS) Senior Associate in Los Angeles to ensure accurate month-end closing processes. This role involves reviewing financial statements, managing client communications, and assisting in various advisory projects....Senior$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in Los Angeles, California. This seasoned professional will build relationships with the affluent and High Net Worth segment, addressing complex financial needs and providing tailored solutions...SeniorFull time$83.92k - $125.88k
Citigroup Inc. is hiring a Wealth Relationship Manager in Sherman Oaks, California. This role requires a seasoned professional to develop relationships with affluent clients, offering tailored financial solutions. Candidates should possess strong analytical and communication...SeniorFull time$83.92k - $125.88k
Citibank (Switzerland) AG is looking for a Wealth Relationship Manager to build and deepen relationships with affluent clients in Los Angeles, California. This role demands strong analytical skills and financial expertise to provide clients with comprehensive financial...Senior- JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Los Angeles. This role includes providing client service, operational marketing, and administrative support... ...relationships, and assist with ongoing wealth planning, supporting compliance requirements...
- Next Frontier Capital in Los Angeles seeks a Private Client Investment Associate to support Advisors in client service and operational requests. This role requires expertise in relationship management and involves engaging in risk management. Candidates must obtain necessary...
- JPMorganChase is seeking a Private Client Investment Associate in Los Angeles, California. The candidate will provide client service and operational marketing support to Private Client Advisors in Wealth Management. Responsibilities include supporting advisors' operations...
- ...Citigroup Inc. is seeking a Private Banker Sr. Principal in Los Angeles, CA. The role requires... ...focused on Ultra High Net Worth (UHNW) clients. In this pivotal position, you will... ...financial solutions to meet their complex wealth management needs. The ideal candidate...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Client Services Associate. Be the first to apply!
- environmental services attendant Beverly Hills, CA
- retail service associate Beverly Hills, CA
- service advisors Beverly Hills, CA
- toyota service advisor Beverly Hills, CA
- veterans service officer Beverly Hills, CA
- health service specialist Beverly Hills, CA
- public service officer Beverly Hills, CA
- nutrition services aide Beverly Hills, CA
- service administrator Beverly Hills, CA
- patient service associate Beverly Hills, CA



