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
$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$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- 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
$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...Suggested$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...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...
- 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...$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$21.5 - $23.5 per hour
...Veterinary Receptionist / Client Service Representative Santa Monica Veterinary Group is seeking an outgoing Veterinary Receptionist... ...preferred ~ Ability to accurately process payments and maintain financial records ~ Positive attitude and willingness to collaborate...Hourly payFull timePart timeMonday to FridayFlexible hours- ...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...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On... ...Education Funding • Investment & Advisory Services • Trust Services • Retirement...Work at office- ...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- ...MassMutual Alabama in Los Angeles is hiring a Financial Services Professional to help clients achieve their financial goals through a consultative sales approach. In this role, you'll prospect clients, develop long-term relationships, and provide tailored recommendations...
$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
- ...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...
- ...Myodetox in Los Angeles seeks Front Desk Associates to provide exceptional client service and optimize clinic operations. You'll guide clients through services, manage schedules, and create welcoming experiences. The ideal candidate has customer service experience and...
$70.3k - $76k
...Coordinate the opening, maintenance, and closing of client bank accounts using approved Verita and financial-institution procedures. Collect and review required... ..., wire processing, cash management, financial services, or another control-intensive environment. Strong understanding...$69.92k - $92k
...Geiger Design Specialist Geiger furnishes the modern office with beautiful solutions for... ...organizational culture, and communicate trust to clients and visitors. Our purpose is design for... ...the direction of product and service development with insights from a planning...Contract workTemporary workWork at office- ...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
- 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...
- ...and Fund Finance to join its Leveraged Finance subgroup in Los Angeles. This role emphasizes high‑level collaboration, strict client service, and rigorous legal analysis. The position requires a minimum of 2 years of leverage finance experience and will involve research...
- ...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...$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- Hanmi Financial Corporation in Los Angeles, CA seeks a Financial Services Representative to provide personalized banking and new accounts services at the Wilshire Hobart Branch. You will guide customers through product options and open new accounts. Responsibilities include...
- 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...
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