Client Service Associate
$75k - $110kWhittier Advisors
Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Whittier Advisors About Us Whittier Advisors is a Los Angeles and Newport Beach-based investment management firm with over $1 billion in assets under management. Operating as a separate entity, Whittier Advisors is an affiliate of Whittier Trust Company and The Whittier Trust Company of Nevada, and a wholly owned subsidiary of Whittier Holdings, which collectively manage over $25 billion in AUM. We provide comprehensive investment solutions for high-net-worth families, institutions, and foundations, and manage fixed income mutual funds and separately managed accounts. We seek curious, entrepreneurial professionals who share our passion for delivering exceptional client outcomes. Job Description The Client Service Associate collaborates with Relationship Managers and Portfolio Managers to deliver high-touch service to high-net-worth individuals, families, and institutions. Core Responsibilities Coordinates with Portfolio Managers and Relationship Managers to support the advisory process Having strategic conversations around client scenarios with PMs/RM – not just delivering on a request Builds client relationships by interacting directly with clients in an advisory capacity, with PM/RM oversight Attends client/prospective client meetings and events with Portfolio Managers and Relationship Managers Responds to routine client requests via phone, email, etc. Assists with preparation of presentation materials and sophisticated financial modeling Acts as a project manager, coordinating across internal and external subject matter experts (e.g. tax, legal, real estate, lending, etc.) Documents client interactions and maintains accurate CRM records Prepares custodian paperwork, contracts, and subscription agreements Facilitates cash and security movements Collaborates with leadership on initiatives designed to streamline firm procedures Required Qualifications 1-3 years of experience in wealth management Excellent verbal and written communication skills High integrity and empathy Proficiency in Microsoft Office Preferred Qualifications Series 7 & 66 (or desire to obtain) CFP preferred (or desire to obtain) Experience with Addepar, Salesforce, Schwab, and/or Fidelity Base salary range: $75,000 - $110,000 Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance Industries Investment Management Referrals increase your chances of interviewing at Whittier Advisors by 2x Inferred from the description for this job 401(k) Paid paternity leave Medical insurance Vision insurance Paid maternity leave Get notified when a new job is posted. Sign in to set job alerts for “Client Services Associate” roles. Client Service Representative - House of Dior, Beverly Hills Beverly Hills, CA $18.00-$23.00 3 days ago Beverly Hills, CA $55,000.00-$70,000.00 3 days ago Pasadena, CA $60,000.00-$75,000.00 4 days ago Beverly Hills, CA $55,000.00-$70,000.00 3 days ago Beverly Hills, CA $55,000.00-$70,000.00 1 week ago Administrative Assistant, Enterprise Operations Coordinator, Client Servicing Operations Los Angeles, CA $55,000.00-$65,000.00 2 weeks ago Los Angeles, CA $33,280.00-$85,000.00 2 weeks ago Glendale, CA $53,300.00-$71,300.00 2 weeks ago Beverly Hills, CA $18.07-$22.59 2 days ago Los Angeles, CA $70,000.00-$75,000.00 1 month ago Associate, Consulting Clients - (January 2026 Start) Los Angeles, CA $70,000.00-$80,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Whittier Advisors
$34.32k - $90k
...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 areaMorgan Stanley
Los Angeles, CA2 days ago$80.1k - $128.16k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...“I can succeed as a Private Client Service Associate at Capital Group.” As the...SuggestedTemporary workLocal areaFlexible hoursCapital Group
Los Angeles, CA5 days ago$55k - $75k
...Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with... ...Services Division has an immediate need for a Client Service Associate. This position will be responsible for opening accounts for...SuggestedImmediate startWedbush Securities
Los Angeles, CA5 days ago$80k - $100k
...Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 Category Client & Product Services Department Client Services Type Regular Full-Time Position Summary The Client...SuggestedFull timeWork at officeRemote workThe TCW Group
Los Angeles, CA2 days ago$35.15k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Pasadena, CA5 days ago- ...About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
FF Company
Los Angeles, CA5 days ago $22 per hour
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Client Services Associate Support Glendale, AZ, US Salary Range: $17.00 To $22.00 Annually This is a Full-Time position. Monday through Friday, 8:30...Hourly payFull timeWork at officeRemote workMonday to FridaySAGE Counseling
Glendale, CA5 days ago- ...Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making...Work experience placementLive outWork at officeLocal areaFlexible hoursShift work
Arthur J. Gallagher & Co.
Glendale, CA4 days ago $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 areaMorgan Stanley
Los Angeles, CA1 day ago$19 - $20 per hour
...Client Service Associate The anticipated base salary range for this position is $19 to $20 hourly. Exact salary depends on several factors such as experience, skills, and budget. This role is based at our corporate office in Los Angeles, CA or open to remote....Hourly payTemporary workLocal areaRemote workFlexible hoursVince
Los Angeles, CA1 day ago$90k
...serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+... ...seamlessly and quickly. The Survey Associate position is a key enabler in the development... ...-driven, process-oriented, client-servicing environment Superior writing, logic and...Flexible hoursThird Bridge Group
Los Angeles, CA5 days ago$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 officeVodia Ventures
Pasadena, CA5 days ago$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered...Full timeWork at officeAlphabe Insight
Los Angeles, CA3 days ago- ...Benefits Eligible for Dental, Vision, Medical, 401(k) Overview We are seeking a Senior Client Service Associate to provide high-touch operational and client support within a fast-paced financial services environment. This role partners closely with advisors and internal...Work at office
Addison Group
Los Angeles, CA2 days ago - ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
$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$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work at office$102k
Hackajob is seeking an Associate for Third Bridge Group to connect with industry experts. This role offers a competitive salary, with total... ...provides opportunities for rapid career development, a client-facing experience, and comprehensive benefits including health...- DOGPOUND is looking for a Client Service Associate in West Hollywood. This full-time role demands a performance-driven individual to deliver exceptional service and engagement with clients. Candidates should have extensive experience in luxury environments, proficiency...Full time
- Bel Air Investment Advisors, an advisory practice of Hightower, seeks a Senior Client Service/Advisory Associate to support the advisory team in delivering exceptional client service and seamless investment execution. You will coordinate client onboarding, account transfers...
$30 per hour
DOGPOUND LA - Client Service Associate (CSA) Role Location: 627 N Robertson Blvd, West Hollywood, CA Compensation: $30/hour Schedule: Full Time Role Overview DOGPOUND is seeking a polished, performance-driven Client Service Associate for our West Hollywood location....Full timeImmediate startAfternoon shift$80.1k - $128.16k
Private Client Services GIC Associate Responsibilities As a Global Investment Control (GIC) - Private Client Services (PCS) Associate, you will be responsible for administering Mutual Fund, ETF, and Separately Managed Accounts (SMA), including recurring distributions,...Temporary workLocal areaFlexible hours$96k - $127k
Join Third Bridge Group in Los Angeles as a Client Services Associate. You will play a crucial role in finding and engaging industry experts to provide insights for our clients, often under tight deadlines. This position offers a dynamic environment where you’ll develop...$50k - $62k
...support professional in Los Angeles, CA. The role focuses on managing front-desk activities and ensuring professional service is delivered to clients and staff. With responsibilities ranging from reception coverage to conference room management and administrative tasks...Work at office- Virtus Investment Partners, Inc is seeking an Investment Advisor Associate to provide client service support to high-net-worth individuals. This role includes acting as the primary contact, managing accounts, and executing asset allocation changes. The ideal candidate has...
$77k - $102k
Third Bridge in Los Angeles is hiring a Client Services Associate to drive client engagement and expert insights. This role emphasizes fast-paced communication and problem-solving, with a focus on delivering exceptional service to clients. The position offers a first-year...$96k - $127k
Third Bridge Group in Los Angeles is looking for a Client Services Associate. In this role, you'll engage with industry experts, ensuring clients receive the insights they need promptly. The position offers great career progression with a clear pathway to management within...- Third Bridge Group is seeking a motivated Client Services Associate to drive outreach, schedule expert calls, and deliver critical insights for clients on tight deadlines. You’ll build commercial awareness and business acumen, with opportunities to advance into management...
- SUMMARY: Become a Client Service Associate (CSA) with SEIA! The CSA serves as a key liaison between clients, advisors, financial custodians, and internal departments, ensuring that requests are handled accurately, efficiently, and with care. While ensuring a seamless experience...Full timeWork at officeImmediate startRemote work
$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client‑first mindset...Temporary workWork at officeLocal area
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