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
$69.92k - $92k
...Sales Coordinator - Client Design Specialist (Finance) Why join us? Geiger furnishes the modern office with beautiful solutions for private offices... ...needs by influencing the direction of product and service development with insights from a planning and interior design...SuggestedContract workTemporary workWork at office$90k - $110k
...Job Description Job Description Job Title: Financial Advisor (Licensed Client Service Advisor) Are you a licensed Financial Advisor who enjoys working with clients—but is tired of chasing leads and cold prospecting? What if your primary focus was simply doing...Suggested$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- 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
- Enterprise Bank & Trust in Los Angeles Metropolitan is seeking a Financial Services Representative to be the front-line contact for customers. The role focuses on opening new accounts, handling teller transactions, and addressing inquiries in person and by phone. You will...Suggested
$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...- 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 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...$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 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$150k - $175k
...the Los Angeles, California office. As part of a client relationship team dedicated to serving the financial and investment needs of clients, the VP will work... ...be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore...Work at officeLocal area- ...Bank in Los Angeles seeks a Relationship Banker to build lasting client relationships across in-person, appointment, and digital... ...loan products. You will open accounts, educate clients on self-service digital tools, and collaborate with branch colleagues to deliver...
- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...role of the Financial Solutions Advisor Stage I - Registration... ...referrals to appropriate internal service providers based on client needs...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$85.1k - $161.7k
...are the leading provider of professional services to the middle market globally, our... ...confidence in a world of change, empowering our clients and people to realize their full... ...We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting,...Full timeWork experience placementInternshipLocal area- BYREDO in Palisades Village is seeking a full-time client advisor to drive sales through exceptional client experience and personalized clienteling... ...with product knowledge to inspire clients and deliver luxury service. Join a team that values collaboration and growth in a fast-...Full time
- ...guided by a common purpose to help make financial lives better through the power of every... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...paths - whether shaped by military service, community college education, or a wide...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Angeles is seeking an Investment Research & Client Relations Associate. This position... ...constant client interaction, analyzing financial markets, and writing investment recommendations... ...financial markets, exceptional client servicing skills, and a bachelor’s degree. This...
- ...Your Marketing Expertise into a Career in Financial Services with Beer Financial Group of... ...meaningful stories prepares you to educate clients, simplify complex concepts, and design... ...excellence. Christopher Ardoin - Financial Advisor, Director of Early Productivity: How...Full timeWork at officeRemote workVisa sponsorshipFlexible hours
$20.24 - $25.94 per hour
...Teller - Weekends Off!As a top-performing financial institution, Pacific Premier Bank is... ...combined with the most welcoming and friendly service, you will be front and center... ...deliver a memorable experience through our Client Service Standards, ensuring consistent customer...Monday to FridayNight shift$22 - $33 per hour
...Relationship BankerRelationship Bankers build meaningful, long-term client relationships by exhibiting breakthrough client service standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and...Weekend work- ...Description Job Overview: The Intake Specialist is the first point of contact for potential clients seeking legal representation at... ...plays a crucial role in the financial success of the firm. This is a... ...Provide guidance on the firm's services and whether further legal...
- ...Description Job Description Are you a proactive go-getter who thrives on making a difference? We are on a mission to help our clients live longer and healthier lives through nutritional solutions, and we need someone who embodies this mission in their core. Who...
- Atlas Financial Solutions in Los Angeles, CA is seeking a Financial Services Advisor to help clients assess goals and provide guidance on retirement planning, insurance, and wealth strategies. The role offers training, mentorship, and the chance to build long-term client...Remote jobFull timePart time
- A leading financial services firm is seeking an entry-level Financial Advisor in Santa Monica, CA. The role entails providing comprehensive and innovative financial planning services to clients, building long-term client relationships, and implementing financial strategies...
- Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients. Your responsibilities will include planning financial goals, recommending... ...one year of relevant experience in financial services. Join us to contribute to improving financial...
$57k - $75k
...Firm helping high-net-worth Private Wealth Clients and First Responders invest for the future. Furthermore, 911 Financial Services™ and FirefightersUnited® are the two individual... ...between clients and our financial advisors. Your expertise will help clients navigate...Relocation package- ...among the first 25 applicants Kosmont Financial Services (KFS), a dba of Kosmont Transactions Services... ...Advisory firm, is seeking a Senior Advisor to join our highly regarded public... ...advisory team. We provide independent, client-first financial advisory services to cities...Full timeLocal area
$61k - $250k
Northwestern Mutual is looking for financial advisors in Santa Monica, California. This position allows you to help clients achieve their financial goals through comprehensive planning. The role includes building personalized financial plans, growing a client base, and...$81.5k - $103.5k
Dormont Manufacturing Co is seeking a Client Accounting and Advisory Services (CAAS) Senior Associate to join their team in Los Angeles. The role involves reviewing client financials, performing month-end closing activities, and assisting with various advisory projects...
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