Wealth Management Client Services Senior Analyst
Citi
Citi is seeking a Client Service Sr. Analyst in Los Angeles, California. This role involves delivering wealth management services, managing client transactions, and maintaining operational integrity while ensuring high client satisfaction. The ideal candidate has 5-8 years of experience, strong communication skills, a background in operations and compliance, and a Bachelor's degree or equivalent. Competitive benefits are offered, including comprehensive insurance coverage and paid time off. #J-18808-Ljbffr Citi
$90k - $100k
...City National Bank is seeking a Senior Financial Advisor in Beverly Hills, CA, to serve as the primary contact for wealth management. The advisor will manage affluent relationships, lead investment discussions, and ensure compliance with financial regulations. Candidates...Senior- ...Citi in Los Angeles is seeking a Sr. Analyst for Wealth Relationship Management. This role requires strong analytical skills and the ability to build relationships with affluent clients through tailored financial solutions. The successful candidate must have 5-8 years...Senior
$65k - $80.2k
...A financial services institution in Beverly Hills seeks a Wealth Management Advisor to lead investment planning and insurance products for clients. Responsibilities include portfolio management and delivering tailored strategies. Ideal candidates will have a Bachelor'...Senior$35 - $40 per hour
...talented Compensation Business Consultant to join a premier wealth management team in Los Angeles. The consultant will provide strategic guidance... ...with data visualization tools, and the ability to influence senior leadership on compensation design. A competitive hourly rate...SeniorHourly pay$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
...Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst in La Cañada Flintridge, California. This professional will evaluate client needs, offer financial solutions, and deepen client relationships in the High Net Worth segment. The ideal candidate will bring...Senior- ...A financial services company in Los Angeles seeks a seasoned Wealth Relationship Management Sr. Analyst to build and deepen client relationships, especially in the affluent segment. This role requires strong analytical, financial skills and the ability to anticipate client...SeniorFull time
- ...seeking an experienced Account Manager in Los Angeles, California,... ...portfolio of high net worth clients. You will lead a client relationship... ...of comprehensive wealth management strategies. The ideal... ...years in sales within financial services, with a strong track record in...Senior
- ...A financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth clients. The ideal candidate will have a Bachelor's degree, at least 5 years of relevant experience, and Series 65, CFP, or CFA credentials...Senior
$85k - $110k
...Strategic Employment Partners (SEP) is seeking a Senior Client Service Associate in Wealth Management to join their team in Woodland Hills, CA. This is a newly established senior position where you will take ownership of account operations for high-net-worth clients and...Senior$150k - $250k
A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management, with a strong focus on client relationship management and investment analysis. This role...Senior- A financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management and be adept at managing client relationships. Responsibilities include analyzing investment objectives,...Senior
$95k - $130k
A wealth management firm located in Los Angeles is seeking a motivated Senior Associate to enhance client relationships. Responsibilities include operational support, preparing reports, and participating in client meetings. Requires a Bachelor's degree, 2+ years of experience...Senior$75k - $125k
Zions Bancorporation is hiring a Wealth Advisor in California to foster client relationships and provide tailored financial services. This role emphasizes comprehensive financial planning and investment management, demanding a Bachelor’s degree and at least 5 years of...Senior- A wealth management firm in Los Angeles is seeking a seasoned Senior Client Advisor to manage relationships with ultra-high-net-worth clients. You will oversee diverse... ...across departments, and ensure exceptional client service. The ideal candidate has a Bachelor's degree,...Senior
- ...our team in Los Angeles. This role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your... ...planning, investments, and banking to deliver exceptional service. Qualified candidates should have over six years of...Senior
- ...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
- ...seeking an experienced credit professional with over 10 years of experience in commercial credit or wealth management. This role involves driving loan growth, managing client relationships, and collaborating with teams to ensure asset quality. The ideal candidate...Senior
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of... ...candidate will be responsible for providing clients with direct access to investment...Senior
- ...seeking to transform traditional wealth management. Our quest is to integrate... ...and collaboration with our clients. We are an independent,... ...professional to join our team as a Senior Associate. This role will... ...all aspects of their servicing needs Researching client inquiries...SeniorWork experience placement
- ...divh2Senior Associate, Wealth Management/h2pLos Angeles, CA/ph3Who Are We... ...and collaboration with our clients. We are an independent, predominantly... ...Los Angeles-based team as a Senior Associate. This role will... ...all aspects of their servicing needs/liliResearching client...SeniorWork experience placementFlexible hours
$200.72k - $301.08k
...Investment counselors joining Citi Wealth will be distinguished and... ...establishing, growing, and managing investment relationships. They... ...with established clients and with prospective clients.... ...planning and private banking services to optimize client service and...Senior$60k - $125k
Job Description Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and...SeniorWork at office$150k - $175k
...California office. As part of a client relationship team dedicated to... ...the highest level of client service, professionalism, and confidentiality... ...Responsibilities Actively manage and oversee the client’s... ...and communicate sophisticated wealth management topics in a concise...SeniorWork at officeLocal area$77k - $214k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...0% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...and increased efficiencies. As a Senior Associate you analyze complex...SeniorFull timeH1b$77k - $214k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...0% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...and increased efficiencies. As a Senior Associate you shall analyze...SeniorFull timeH1b$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full time... ...Investment Company (RIC) - Senior Manager, you will focus on providing... ...advice and guidance to clients on tax planning, compliance,... ...positions within the financial services industry Reviewing and...SeniorFull timeH1b$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...- Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international... ...strategies for our Financial Services clients. Your insights will...SeniorFull timeH1bLocal area$34.32k - $90k
...POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and teams on a daily... ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering...SeniorTemporary workWork at officeLocal area$125.4k - $181.88k
...Position Overview The Senior Private Wealth Advisor, Practice Lead plays a vital... ...in helping high net worth clients achieve long-term financial... ...planning, and investor education. Manage relationships through phone,... ...experience in financial services and client experience....Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area
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