Private Client Wealth Associate
JPMorganChase
A leading financial services firm in California is seeking an individual to support Advisors in their business operations. Responsibilities include managing client relationships, operational tasks such as account opening, and promoting firm services. Candidates must hold a Series 7 license or obtain it within 60 days, alongside additional licenses, displaying strong commitment to risk management and client satisfaction. This position offers a comprehensive rewards package, including competitive compensation and various benefits. #J-18808-Ljbffr JPMorganChase
- A leading financial institution is looking for a Private Client Investment Associate to support Private Client Advisors in Wealth Management. Responsibilities include providing client service, operational marketing, and administrative support, including managing account...Suggested
- Overview At JPMorgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead...Suggested
- ...Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...Suggested
$33.28k - $85k
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. Leading...SuggestedTemporary workWork at officeLocal area- ...J.P. Morgan Chase, we are committed to helping our clients, taking care of our employees, building relationships... ...commitment to diversity and inclusion. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...Suggested
- JPMorganChase in Los Angeles is seeking a Private Client Investment Associate to provide exceptional client service and operational support to Private... .... The successful applicant will play a crucial role in wealth management and risk management within a collaborative...
- 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...
- Equitable Advisors in Los Angeles is seeking a wealth manager to build client relationships and develop personalized financial strategies. Ideal candidates have a bachelor's degree and relevant licenses including Life & Health, SIE, Series 7, and Series 66. They should...
$25 - $44 per hour
Merrill Wealth Management - Client Service Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Jobot is seeking a Client Associate for its boutique wealth management firm in Los Angeles, specializing in professional athletes and high-net-worth clients. The successful candidate will provide exceptional client service by managing day-to-day account activities and...Flexible hours
- A respected financial services firm located in Los Angeles is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. In this role, you'll support Financial Advisors and clients by coordinating onboarding processes,...
- 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...Work at office
- A leading financial institution in Los Angeles is seeking a Private Client Investment Associate to support Advisors in providing exceptional client service. You will assist with operational tasks, build client relationships, and engage in risk management practices. Key...
$34.32k - $90k
Registered 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...Temporary workWork at officeLocal area$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$50k - $88k
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$100k - $120k
Gaynor Staffing is looking for a Senior Client Service Associate in Los Angeles, California. The successful candidate will coordinate operational processes, manage client onboarding, and serve as a key liaison between clients and internal teams. Ideal candidates should...Work at office$52k - $67k
NFP Corp is looking for a Client Services Associate to support the Relationship Manager by coordinating client service processes in Los Angeles. The ideal candidate will have excellent communication skills, experience in customer service, and proficiency in Microsoft Office...Full timeWork at office$34.32k - $90k
A leading financial services firm in Los Angeles is seeking a Client Service Associate to provide exceptional support to Financial Advisors and clients. The ideal candidate will have strong interpersonal skills, a client-first mindset, and a thorough understanding of financial...$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...$30.77 - $35.9 per hour
...market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since... ...career consider joining our amazing team! JOB OVERVIEW: The Private Client Associate is responsible for supporting the Private Client team in...Hourly payDaily paidFull timeContract workLocal area- Bank of America is seeking a Client Service Associate in their Merrill Wealth Management division in Los Angeles, California. This role focuses on providing top-notch service to clients, supporting Financial Advisors, and ensuring operational excellence. Ideal candidates...Hourly pay
$80k - $100k
Client Associate - Wealth Management for Professional Athletes A boutique wealth management firm specializing in serving professional athletes and high‑net‑worth clients is seeking a Client Associate to join its growing team. This role is ideal for someone who is detail...Work at officeLocal areaFlexible hours$15k
...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...At least two years previous experience as a Registered Client Associate. Post-Secondary education preferred. Solid technology skills (Microsoft...Hourly payWork experience placementWork at officeLocal area- ...Location: Woodland Hills, CA (On-Site) Position Overview We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In this role, you will serve as a senior point of contact for clients, managing more complex service...Immediate start
$45k - $65k
...Client Service Associate Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support...Work experience placementWork at office$20 - $27 per hour
...Premier Client Services Associate We are currently seeking a Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client...Work at office$70.3k - $99.9k
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients... ...mutual fund orders, fixed income trades and private investments Provide support across a...Local area- ...currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in the Los Angeles area. The Client Service Associate will join a highly talented team of wealth management professionals that service the investment management and...Work at office
$55k - $65k
...services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los Angeles branch... ...and day‑to‑day operations of a growing wealth management practice. This role requires...Local area
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