Wealth Client Services Associate - Registered
Morgan Stanley
Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships with clients, handling routine inquiries, and processing documentation and transactions in a fast-paced environment. Key responsibilities include servicing client accounts, coordinating with FAs/PWAs/teams, and maintaining up-to-date knowledge of policies and platforms. #J-18808-Ljbffr Morgan Stanley
- Morgan Stanley in Los Angeles is seeking a Registered Client Service Associate to support Financial Advisors and private wealth teams. You will help cultivate client relationships, handle money movements, and assist with account documentation and digital tools. Ideal candidates...SuggestedFull time
$35.12k - $90k
POSITION SUMMARYSenior Registered 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...SuggestedTemporary workWork at officeLocal areaWork visa$35.15k - $90k
...Registered 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...SuggestedFull timeTemporary workWork at officeLocal areaWork visa- Morgan Stanley in the United States seeks a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing money movements, and maintaining accurate account information. The role requires exceptional...Suggested
$25 - $45 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management... ...and investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the life... ...timeframe if being hired into a registered job code.**Is comfortable operating...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$75k - $110k
...who share our passion for delivering exceptional client outcomes. Job Description The Client Service Associate collaborates with Relationship Managers and Portfolio... ...Qualifications 1-3 years of experience in wealth management Excellent verbal and written communication...Full timeJanuary startWork at office$80k
...Client Services AssociateLocation: Santa Monica, CA Schedule: 100% in-office, Monday–Friday,... ...growing and most influential independent wealth and investment management firms in the... ...exceptionally detail-oriented Client Services Associate to join our growing team. This is an...Work at officeMonday to Friday- JPMorganChase in Los Angeles seeks a Client Associate within the JPMorgan Advisors team. You will support Financial Advisors and clients, delivering personalized wealth management solutions and building lasting client relationships. You will work with Advisors across planning...
- ..., Vision, Medical, 401(k) Overview We are seeking a Senior Client Service Associate to provide high-touch operational and client support within... ...experience in a similar role within investment management, wealth management, or a broker-dealer environment Strong understanding...Work at office
$87.03k - $138.97k
...Job Description Job Description CLIENT SERVICE ASSOCIATE SENIOR - US PRIVATE TRADING OFFICE... ...service to UHNW clients. As a licensed/registered professional, this role facilitates... ...enterprise colleagues (Global Markets, Wealth Management, etc.) to optimize operational...Work at officeRemote workShift work- UBS is seeking a Client Associate in Los Angeles to support the Private Wealth Management team by maintaining client records, educating clients on account services, and preparing materials for meetings. You will handle documentation for new accounts, provide day-to-day...
$85k - $120k
...experience in the Private Wealth Management business and are... ...delivering an exceptional client experience and ready to help... ...We're looking for a Senior Registered Client Associate to:• Take ownership of all... ...Advisors in the day-to-day servicing of client relationships• provide...Full timeFlexible hours- Northern Trust in Los Angeles is seeking an experienced Wealth Management Relationship Manager to coordinate account administration, service clients, and collaborate with advisors to meet client goals. The role requires 3+ years in asset servicing or related fields, strong...
- ...Registered Client Associate In Wealth And Investment ManagementWells Fargo is seeking a Registered Client Associate in Wealth and Investment Management... ...role you will:Assist Financial Advisor(s) with sales, service and operational related activities such as providing service...Ongoing contractWork experience placementWork at officeImmediate start
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
- ...Client Service AssociateAt Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they... ...Gallagher.At Gallagher, we're looking for a Client Service Associate to join our Commercial team. In this role, you'll help clients...Work experience placementLocal areaShift work
$18 - $19 per hour
...Client Services AssociateCulver City, California, United StatesJob Overview: Provides office, mail, and customer service support. Handles mail distribution, shipping/receiving, office supplies, equipment maintenance, and front desk coverage while ensuring efficient and...Full timeTemporary workPart timeImmediate start$20 - $27 per hour
...Premier Client Services Manager We are currently seeking a Premier Client Services Manager. The Premier Client Services Manager will under... ...training with three years of customer service experience. Or Associate's degree in related field with two years of customer service...Work at office$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 office- ...keep growth priorities visible across the organization. About the Role We are seeking a personable and service-driven Client Service Associate to help create positive client experiences and strengthen customer relationships. The ideal candidate enjoys working...
- Third Bridge Group is seeking an Associate, Client Services to join our fast-growing team with July 2027 start dates. You’ll develop commercial awareness while engaging industry experts by phone to deliver the insights our clients need. You’ll own projects end-to-end,...
- Why Join Us? We’re offering more than a role - we’re offering a career launchpad . As a Client Services Associate, you’ll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so...
$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...$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 hours- Third Bridge is a leading global research firm seeking an Associate in Client Services to start January 2027. You will engage industry experts to deliver insights for clients, spending much of your day on the phone while building commercial awareness and business acumen...Remote job
- Third Bridge, a global research firm, is looking for a Client Services Associate in Los Angeles, CA. You will develop commercial awareness and business acumen by engaging industry experts and coordinating activities to support investors and business leaders. In a fast-paced...
- A leading investment research firm in Los Angeles is looking for a Client Services Associate for their Surveys team. This role involves executing surveys, providing client feedback, and managing expert panels. The ideal candidate will have strong communication skills, a...Remote job
- Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions for the world’s top investors and business leaders. We combine human insights and unique investor‑led content into a global...Full timeWorldwideFlexible hours
- Third Bridge Group in Los Angeles is seeking an Associate, Client Services to start January 2027. You’ll be at the heart of our business, finding, calling, and engaging industry experts to deliver the insights clients need, often under extremely tight deadlines. You’ll...Remote job
- H&R Block, Inc. in Culver City, CA is seeking a Seasonal Client Service Professional / Receptionist to greet clients, manage scheduling, and support the tax office team in person during peak season. This role emphasizes strong communication, multitasking, and attention...Seasonal workWork at officeWeekend workAfternoon shift
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