Wealth Management Client Advocate
Bank of America ATM
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 will be enthusiastic self-starters with a client-centric mindset, experience in managing client relationships, and proficiency in Microsoft applications. The position offers a competitive hourly rate and eligibility for annual discretionary awards. #J-18808-Ljbffr
- ...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...Suggested
- ...Registered Private Wealth Client Associate Los Angeles, California;Los Angeles, California To proceed with your application, you... ...position. Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- 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
$25 - $44 per hour
Merrill Wealth Management - Client Service Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Client Advocate The Client Advocate provides strategic relationship management and advisory service to clients, delivering consultative risk and insurance solutions aligned to their business objectives. This role partners with Producers and/or Senior Client Advocates...SuggestedFull timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- 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 collaborating...Flexible hours
$70k - $76k
A global wealth management firm in Beverly Hills, California seeks a Client Service Associate. In this full-time role, you will maintain client information, support preparation for meetings, and assist with marketing initiatives. The ideal candidate has a bachelor’s degree...Full timeFlexible hours$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... ...initiatives directed by local management Regularly seek opportunities to...Temporary 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...Work at office
$34.32k - $90k
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service... ...Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and teams on a daily basis... ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound...Temporary workWork at officeLocal area$250k - $280k
...Senior Client Advocate The Senior Client Advocate provides strategic relationship management and placement, taking advantage of our specialized Construction industry experience and unparalleled market know-how, to craft strategies for clients to quantify, mitigate,...Contract workTemporary workWork at officeLocal areaRemote workFlexible hours$75k - $85k
Tixr is seeking a Technical Account Manager (TAM) to be a trusted advisor for clients and internal teams. In this 100% remote role, you will lead implementations and serve as a liaison to ensure solutions are scalable and aligned with business outcomes. The ideal candidate...Remote job- JPMorganChase in Los Angeles is seeking a Private Client Investment Associate to provide exceptional client service and operational... .... The successful applicant will play a crucial role in wealth management and risk management within a collaborative team culture. #J-1...
- JPMorganChase is seeking a Private Client Investment Associate in Los Angeles, California. The candidate will provide client service... ...operational marketing support to Private Client Advisors in Wealth Management. Responsibilities include supporting advisors' operations,...
- ...JPMorgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship...
- At J.P. Morgan Chase, we are committed to helping our clients, taking care of our employees, building relationships, and delivering... .... As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative...
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... .... As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and...
- Intelligence and National Security Alliance seeks an experienced ProSearch Project Manager to oversee complex eDiscovery projects in Los Angeles. Applicants should have at least 5 years of client-facing project management experience, preferably with Relativity expertise....
- ...Americ in Los Angeles, California is seeking a Case Manager Generalist to provide case management services to clients with low acuity. Responsibilities include conducting screenings, developing case plans, and advocating for clients before various bodies. The ideal...
- A dedicated community organization in Los Angeles seeks a Case Manager to support the homeless in finding stability and housing. Responsibilities include identifying client needs, developing action plans, and facilitating access to essential services. This full-time role...Full timeInterim role
$50k - $88k
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $37 per hour
...Bank Of America Client Service Support At Bank of America, we are guided by a common purpose to help make financial lives better through... ...support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships...Hourly paySeasonal workWork at officeShift workDay shift- ...Job Summary: The Client Advocate works exclusively with a Lockton Producer to drive business growth by supporting new business activities, managing daily operations for the existing book of business, and leading internal collaboration with account teams to ensure...Work at officeFlexible hours
- RBC in Beverly Hills is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. The role involves facilitating account management, ensuring compliance, and building client relationships. Candidates should have strong communication...Flexible hours
- ...injury law firm in Glendale, California is seeking a skilled Case Manager with at least 2 years of experience in managing personal injury... ...entails handling high-volume caseloads, communicating with clients and medical providers, and preparing settlement demands. Candidates...
- A personal injury law firm is hiring a Pre-Litigation Case Manager in Los Angeles, California. In this role, you will manage client communications regarding their cases and ensure effective case management under attorney supervision. Ideal candidates should have experience...Work at office
- ...& ASSOCIATES S P C in Los Angeles is seeking a full-time Case Manager who will manage personal injury cases from intake to settlement... ...work independently. Responsibilities include communicating with clients and medical providers, negotiating settlements, and maintaining...Full time
- ...years of commercial litigation experience, strong trial abilities, and excellent legal research skills. Responsibilities include managing client relationships, drafting legal documents, and guiding strategy in complex litigation matters. This position offers an...
$34.32k - $90k
711 MS Smith Barney, LLC in Los Angeles seeks a Client Service Associate to provide exceptional service while supporting Financial Advisors. The role requires strong interpersonal skills and the ability to assist clients with their needs effectively. The ideal candidate...Work at office$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...
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