Wealth Client Services Specialist
National Black MBA Association
National Black MBA Association is seeking a motivated individual to provide exceptional client service support to Financial Advisors in Los Angeles. This role involves educating clients on the bank's offerings and ensuring timely responses to their requests. The ideal candidate should have a strong work ethic and exhibit a client-centric mindset. Experience with investment products and a High School Diploma or equivalent is required. The position offers competitive pay, with benefits eligibility and opportunities for professional growth. #J-18808-Ljbffr National Black MBA Association
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- CLIENT SERVICE AND OPERATIONS SPECIALIST Shared Service Associate We are looking for an early to mid-career “Client Service Specialist.” They will have... ...client service and has prior experience in financial or wealth management services. They will have the ability to...SuggestedWork at officeFlexible hours
- ...bonus or incentive opportunities. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion... ...experience in Financial Services/Wealth Management and/or closely related industry...Local area
- ...seeking to transform traditional wealth management. Our quest is to... ...and collaboration with our clients. We are an independent, predominantly... ...team as a Client Onboarding Specialist. This role is focused on... ...experience in client service, onboarding, operations, financial...
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$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...Temporary workWork at officeLocal area$100k - $275k
Dormont Manufacturing Co is seeking a Client Manager in Beverly Hills, California. In this... ...2 years in private banking and financial services, you will drive growth strategies,... ...bank's resources, and provide comprehensive wealth management solutions. This position offers...- ...voucher forms and process Brokers commission payments. Support Sales team members in the implementation of business strategies. Perform client property tours, resolve client issues, and reply to client pricing inquiries. Assist in the strategy and creation of marketing...Work at officeLocal area
- ...A leading financial consulting agency in California seeks passionate individuals for a client consultant role. Responsibilities include conducting virtual consultations, assessing client needs, and nurturing long-term relationships. This position offers a flexible schedule...Weekly payRemote workWork from homeFlexible hours
$50k - $65k
...The Client Services Specialist is a high-impact role supporting daily operations in a fast-paced environment. This position calls for a proactive, organized professional dedicated to delivering exceptional service and creating a seamless client experience. Client Details...Work at officeLocal area$25 - $26 per hour
...Client Relations Specialist Gardena, California Client Relations Specialist Location: Gardena, CA Hourly Rate: $25.00 – $26.00 per hour +... ...ability to manage their care and provide exceptional customer service. Why You'll Love This Role: Competitive Pay &...Hourly payWeekly payWork at officeLocal area- ...Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned... .../foundations) to ensure seamless client service. • Oversee account opening processes,... .... • Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing...Work at officeLocal area
$15.38 - $35.58 per hour
...Client Service Specialist Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture...Work at officeLocal area$60k
...A reputable financial services firm is seeking a remote Bookkeeping Relations Specialist in Arizona. You will be the primary contact for clients in the Bookkeeping department, guiding them through onboarding and supporting their service journey. This role requires strong...Remote workFlexible hours- 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....
$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...Temporary workWork at officeLocal area$100k - $120k
...Description Job Description An established, nationally recognized wealth management firm providing comprehensive investment, financial... ..., families, foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support...Permanent employmentWork at officeLocal areaWork from home- ...Sr. Client Service Specialist The Location: Beverly Hills, California Reports To: Client Service Manager Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client...Bank staff
- Bank of America in Los Angeles is looking for a motivated individual to provide client service support to Financial Advisors. This position emphasizes operational excellence and advocacy for clients while ensuring accurate and timely service. The ideal candidate will thrive...Hourly pay
$17 - $28 per hour
...Treasury Management Client Services Specialist Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized...Full timeWork experience placementWork at officeLocal areaFlexible hours- ...Client Service Specialist This role is responsible for providing general administrative support to an office or group of sales professionals including helping the team with business plan objectives. This includes preparing proposals, presentations, and communication...Work at officeLocal areaVisa sponsorship
$64.5k - $75k
...Client Relationship Specialist The Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts... ...to demonstrate the ability to deliver high-quality service and maintain regulatory compliance. Key Responsibilities...Work at officeLocal areaRemote workWorldwide$21.27 - $24 per hour
...Client Services Specialist II - Theaters and Residencies Los Angeles, CA AXS connects fans with the artists and teams they love. Each year we sell millions of tickets to thousands of incredible events from concerts and festivals to sports and theater at some of...Full timeWork at officeWorldwideFlexible hours- Summary The Ecommerce Client Services Specialist provides high-quality customer care for the James Perse online shop through phone, email and live chat. This role partners with the Distribution Center and cross-functional teams to resolve order issues, support fulfillment...
$24 per hour
Objective of the Position The Ecommerce, Client Services Specialist provides exceptional customer care and resolution support within the standards and procedures of the James Perse online shop. This role partners and collaborates with the Distribution Center and other...Hourly payTemporary workWork experience placementSeasonal workLocal areaFlexible hours- brobstongroup.com - Jobboard is looking for an Ecommerce Client Services Specialist to provide high-quality customer care for the James Perse online shop. You will assist customers through phone, email, and live chat while partnering with cross-functional teams to resolve...
$75k - $85k
...is currently seeking a highly motivated and driven Senior Client Success Specialist to join our team. This role will work hand in hand with our... ...follow-through, effective communication and strong customer service Investigation & Critical Thinking: Strong investigative skills...Work at officeImmediate startFlexible hours
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