Client Services Specialist for Financial Advisors
PowerToFly
A financial services company is hiring a Registered Client Service Associate to provide exceptional client service. The role involves supporting Financial Advisor teams, executing transactions, and managing client inquiries. Ideal candidates will possess strong organizational skills, knowledge of financial products, and relevant certifications. This position offers flexible part-time hours and the opportunity to work in a dynamic team environment. #J-18808-Ljbffr PowerToFly
- Financial Advisor (Career Changers Encouraged) Northwestern Mutual - Santa Monica, California (Hybrid) Role Description Our district... ...to provide comprehensive and innovative financial planning services to clients. Responsibilities Build and maintain long‑term relationships...SuggestedWork experience placementWork at office
$35.15k - $90k
Morgan Stanley is looking for Registered Client Service Associates in Los Angeles, California. This role involves providing exceptional service and support to Financial Advisors and clients, focusing on building trusted relationships. Candidates should possess strong interpersonal...Suggested$34.32k - $75k
...Financial Advisor Trainee Through distance learning, apprenticeship and training at the firm's international... ...practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and...SuggestedApprenticeshipTraineeshipWork experience placement$100k
...growing Registered Investment Advisor firms in the country. What... ...critical components of a client's financial life. We bring them together... ...operational infrastructure: client service, CRM, investment, IT, HR,... ...(ChFC), Personal Financial Specialist (PFS), and Chartered...SuggestedTemporary workWork at officeLocal area$90k - $100k
FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth... ...a specific market. Interact with clients, prospects and colleagues on a regular... ...management, financial planning, and brokerage services advice. Less experienced Financial...SuggestedRemote workShift work- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire... ...History of success in sales, competitive roles, client services, or client-facing roles Desire for continuous learning What...Work at officeFlexible hours
- ...candidate for a position that primarily involves recommending financial advice based on client needs and building strong relationships. The role... ...strong ability to influence clients and manage customer service effectively. Qualifications include a minimum of a High School...Hourly pay
- ...for greater retirement readiness, Voya Financial is committed to delivering on its vision... ...they become available. Voya Financial Advisors®, Inc., a leading independent broker-... ...implement investment strategies, and research client service issues and investment questions....Local area
$77k - $202k
...Consulting At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise...$164k - $250k
VP Financial Advisor - Westwood, LA Wealth Enhancement Group, an independent wealth management firm... ...team. The role focuses on managing client relationships, driving new business, mentoring... ...high‑level financial planning services. Primary Job Functions Manage existing...Temporary workFlexible hours$109.94k - $186.76k
Financial Advisor page is loaded## Financial Advisorlocations: Los Angeles, CA: Pasadena, CA: San... ...proud to provide innovative financial services and guidance to the world’s most successful... ...serve the world’s most sophisticated clients using leading technology and...Flexible hours- ...and growth capital financings. Requirements Three to six years of relevant law firm experience. Highly motivated with superior client service skills. Member of the Bar in a U.S. State. Education Juris Doctor (J.D.) degree. Certifications Bar membership in a U.S. State....Temporary workFlexible hours
$70k - $80k
Bank of America is looking for a professional to provide financial advisory services in Los Angeles, California. The role involves creating financial... ...plans, recommending investment strategies, and nurturing client relationships. Candidates must hold Series 7 and 66...Monday to Friday$70k - $80k
Bank of America is seeking a financial advisor in Beverly Hills to provide comprehensive financial advice, helping clients achieve their financial goals. The role involves planning... ...one year of experience in financial services. Competitive salary between $70,000 to $8...$70k - $80k
...of America in Manhattan Beach is seeking a financial advisor responsible for providing tailored advice and solutions to clients. The position involves assessing client needs... ...least one year of experience in the financial services industry. A salary range of $70,000 to $80,0...$70k - $80k
Bank of America is seeking a qualified financial advisor to provide tailored advice to clients. The ideal candidate will assist clients in achieving financial goals, recommend appropriate banking and investment strategies, and maintain compliance with financial regulations...- Bank of America is seeking a Financial Advisor in Los Angeles to provide comprehensive financial... ...recommending banking strategies, and assisting clients in managing their investments.... ...one year of experience in the financial services industry. Strong relationship-building...
$70k - $80k
Bank of America is seeking a financial adviser in West Hollywood to provide financial advice and customized solutions to clients. The role involves triaging client leads, building financial plans, and recommending suitable products to clients. The ideal candidate will have...- JPMorganChase seeks a Relationship Banker in Santa Monica, CA, to provide exceptional client service and build strong relationships. You will engage clients using cutting-edge banking solutions and technology while ensuring compliance with all regulations. This role requires...
$23 - $35 per hour
...Financial Services Representative Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than...Hourly payWork at officeImmediate start$23 - $35 per hour
...looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Services Representative at First Citizens Bank, you will be responsible for supporting sales and service delivery in the branch. You...Hourly payWork at officeImmediate start$94k - $141.25k
A leading law firm seeks a Patent Client Services Administrator responsible for managing patent group client portfolios and ensuring efficient workflows. Applicants should have at least six years of relevant experience in a patent prosecution practice and strong knowledge...Work at officeRemote work$20.34 - $24.86 per hour
Job Description Client Relationship Consultants build relationships with customers by meeting face to face, engaging them... ...clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs...Temporary workLocal area$69.92k - $92k
...thinking, strengthen organizational culture, and communicate trust to clients and visitors. Our purpose is design for the good of humankind.... ...workplace needs by influencing the direction of product and service development with insights from a planning and interior design...Contract workTemporary workWork at office- 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
- ...Financial Solutions Advisor Stage I - Registration Candidate At Bank of America, we are guided by... ...Responsible Growth and delivering for our clients, teammates, communities, and... ...make referrals to appropriate internal service providers based on client needs and asset...Temporary workWork at officeShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...a business where you can help your clients achieve their goals through financial planning... ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions...Full timeContract workFor contractorsWork at office- ...Client Acquisition Specialist (Remote) Los Angeles, California, United States Position Overview The Client Acquisition Specialist is responsible... ...with prospective clients interested in travel-related services. This role focuses on outreach, education, and...Remote jobFlexible hours
- ...the Director of Sales, the Sales & Catering Coordinator will support the sales and catering team, managing administrative and client service tasks to help the company meet its sales targets, including coordinating group and event servicing activities. You'll play a crucial...Work at officeImmediate startFlexible hoursWeekday work
$20 - $24.28 per hour
...VCA McClave Animal Hospital is seeking an Experienced Veterinary Client Service Representative to join our team full-time. The position requires veterinary field experience and offers a pay range of $20.00 – $24.28 per hour, commensurate with experience. We value a personable...Hourly payFull time
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