Wealth Client Services Specialist
Talentify
UBS in Los Angeles, CA is seeking a full-time Wealth Management Support Associate in the Beverly Hills branch. You will work with a Wealth Management team, keeping client data up-to-date and assisting with client meetings. The ideal candidate has Series 7/66 licenses preferred, with about 2 years of client service experience in finance, and a bachelor’s degree preferred. Strong communication and detail orientation, plus proficiency in Microsoft Office, are expected. #J-18808-Ljbffr Talentify
- Gerber Kawasaki Wealth & Investment Management in Santa Monica is seeking an experienced Client Services Associate to support Financial Advisors and clients throughout the account lifecycle. This role requires a highly organized, tech-savvy professional who can navigate...Suggested
- EP Wealth Advisors, LLC is seeking a Client Relationship Associate in the Los Angeles area to support client relationships and service delivery across wealth advisory, planning and operations. The CRA acts as a primary contact for account maintenance, cash management and...Suggested
- Castlewatch Wealth seeks a qualified Client Relationship Manager in Glendale, CA, to support advisors and deliver an exceptional client experience. The role involves preparing for meetings, handling service requests, processing applications, and maintaining accurate records...SuggestedWork at officeRemote work
- J.P. Morgan Chase in California is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance... ...while upholding the firm's commitment to integrity and client service. This role requires a commitment to ongoing licensing and...Suggested
- ...Community Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive...SuggestedLocal area
$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (Including surrounding areas) Pasadena, CA, United States and 5 more Job Information... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Full time- ...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies, and... ...Advisors and Wealth Management Client Associates help clients... ...to the appropriate internal specialists, and executing highly customized...TraineeshipWork experience placementWork at officeLocal areaShift workDay shift
- AllianceBernstein L.P. in Los Angeles, CA, is seeking an Administrative Assistant to partner with Wealth Advisors and Management in the Private Wealth Management Platform. You’ll support client service, meeting prep, calendar management, and travel coordination to help advisors serve...
- JPMorgan Chase & Co. in California is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build trusted relationships and provide an exceptional...
$18 - $25 per hour
...Job Summary: The Client Services Specialist is a non-exempt, hourly position reporting to the Family Wellness Director. The position develops and implements a comprehensive response for and with survivors of domestic violence including; case management, crisis intervention...Hourly payWork at officeFlexible hoursNight shiftAfternoon shift- ...Client Services Specialist Freeman Mathis & Gary, LLP is a nationally recognized Am Law 200 law firm with over 500 attorneys servicing clients in 40 offices and 22 states seeking a Client Services Specialist to join our Downtown Los Angeles office. This position is...Work at officeLocal area
$18 - $23 per hour
Join to apply for the Customer Service Associate I role at Dollar... ...rewards to support your health, wealth, and mental well-being. In... ...alerts for “Customer Service Specialist” roles. CUSTOMER SERVICE SPECIALIST... ...89.00-$97,363.00 1 month ago Client Service Representative -...Full timeContract workPart timeLocal areaWork from home$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Temporary workWork at officeLocal area- Northern Trust in Los Angeles is seeking a skilled asset servicing professional to manage a base of wealth management clients, coordinate account administration, and partner with advisors to understand goals and fiduciary duties. The role emphasizes timely transaction...
- ...Job Description Job Description Our client, a rapidly growing and well-established multi... .../foundations) to ensure seamless client service. · Oversee account opening processes,... ...experience. · Minimum of 5 years in general Wealth Advisory and Portfolio Management,...Work at officeLocal area
- Hope the Mission is seeking a Client Services Monitor to work on-site in Los Angeles, providing safety, guidance, and daily operational support for housing programs. The role emphasizes calm, compassionate engagement with participants experiencing homelessness and adherence...Night shiftWeekend work
- Next Stop Travel is a remote-based organization delivering planning and coordination services to a broad client base. The Customer Service Representative will assist with client requests, organize service arrangements, and support the coordination process. This role requires...Remote job
- VCA North Main Street Veterinary Clinic in Los Angeles is seeking an experienced Client Service Representative to join our AAHA-accredited, multi-doctor team. The CSR represents the face of the hospital, delivering world-class service to pets and their owners. You will...
- JPMorganChase in Los Angeles seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, building long-term relationships and offering advised solutions. You will leverage knowledge of markets, regulatory...
$59k - $90k
...work and excellence. Job Description Position Summary: The Client Arrangements Specialist supports the Client Arrangements department through data... ...written and verbal communication skills Strong client service, analytical and problem-solving skills Excellent organizational...Full timeWork at office- About the Role We’re seeking a highly organized, detail-oriented Client Services Specialist to support our Beverly Hills office and business management teams serving artists and entertainers. This is a highly client-facing role that involves not only working with clients...For contractorsWork at officeRemote workMonday to Friday
- A client services company is seeking a Client Services Associate in Beverly Hills. The role involves managing accounts receivable, ensuring timely follow-up on client paperwork, and maintaining accurate records in CRM and ERP systems. Ideal candidates should have strong...
$16.93 - $21.63 per hour
VCA Inc. in Los Angeles is looking for a client service-oriented role with significant responsibilities in the veterinary field. Candidates will actively recruit clients, provide excellent service, and manage hospital finances. The ideal candidate will have a strong background...Hourly pay$20 - $22 per hour
...cathaybank.com GENERAL SUMMARY Answers and directs incoming telephone calls related to account services, online banking, mobile banking, and telephone banking. Supports client inquiries via other channels including live chat and email. Responsible for telephone banking...Full timeFlexible hours- Job Title: Client Intake Specialist Type: Independent Contractor Location: Remote | South Africa Working Arrangement: Full-time, Virtual About Us The Law Offices of Sabrina Li, P.C. is a leading, full-service U.S. immigration law firm with offices in Los Angeles, Pasadena...Full timeFor contractorsWork at officeRemote workHome officeFlexible hoursShift work
- JPMorgan Chase & Co. in Los Angeles is seeking a Community Private Client Advisor to provide comprehensive financial planning and personalized investment solutions to individuals and families. You will build a book of business, rely on leadership and relationship-building...
- City National Bank is looking for a Relationship Associate to work with clients daily, handling service, transactions, and sales consultations. You will assist with cashiering, respond to inquiries, and identify cross-sell opportunities while maintaining branch operations...
$41.25k - $75k
...opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be based... ...OPT for this position. Job Description Provides sales, service and execution support for new and ongoing client relationships...Temporary workWork experience placementWork at office- ROSTR, Inc. seeks a highly organized Client Services Specialist to support our Beverly Hills office and management teams serving artists and entertainers. This is an administrative, client-facing role focused on keeping complex details organized and workflows efficient...Work at office
- ## **Job Summary** We are seeking an experienced **Client Service Specialist (Property Owner Relations)** to manage and strengthen relationships with property owners throughout the residential leasing process. The ideal candidate has **previous experience in U.S. residential...Remote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
- inside customer service representative Los Angeles, CA
- customer service rep remote Los Angeles, CA
- airport customer service agent Los Angeles, CA
- bilingual customer support specialist Los Angeles, CA
- client experience specialist Los Angeles, CA
- customer service associate Los Angeles, CA
- customer success specialist Los Angeles, CA
- virtual customer service advisor Los Angeles, CA
- hospital customer service representative Los Angeles, CA
- customer service representative hiring Los Angeles, CA


