Client Associate - Los Angeles

Want to learn more about this role and Jobot? Click our Jobot logo and follow · our LinkedIn page · Job details: · Join a high-performing, boutique Los Angeles wealth management team as a Client Associate. Play a key role supporting advisors, managing accounts, and delivering exc ...

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page · Job details · Join a high-performing, boutique Los Angeles wealth management team as a Client Associate. Play a key role supporting advisors, managing accounts, and delivering except ...

This organization is an independent nationally ranked investment advisory firm with offices across the United States providing sophisticated financial planning and investment advice to high-net-worth families. · The firm seeks a full-time Client Service Associate / Senior Client ...

Fortune 100 premier financial services organization – Northwestern Mutual – Los Angeles - is seeking a Client Onboarding Specialist working under the investment operations and asset management division of the organization. · ...

We are seeking an energetic Client Sales Associate to join our team and work directly with consumers. · ...

As a Client Services Associate, you'll be the trusted point of contact for high-net-worth clients, ensuring their needs are met seamlessly while supporting the team with operational excellence. · ...

We connect the world's top investors and business leaders to the insights that shape investment decisions. · Want to accelerate your career in a high-energy, commercial role?As a Client Services Associate, you'll develop the commercial awareness and business acumen that open door ...

We connect the world's top investors and business leaders to the insights that shape investment decisions. · Naturalmente curioso, rápido para aprender y que disfrute resolviendo problemas complejos · ...

As a Client Acquisition Team Associate at Ascent Developer Solutions, you will play a critical role in driving the company's growth by showcasing its unique capabilities and value propositions to prospective clients. You will be responsible for cold-calling and selling the Ascent ...

The Client Service Associate (CSA) supports the advisory team with account management and client service needs. · Manage portfolio review process both clients and prospects. · Answering the main service phone line while responding to requests over the phone. · Replying to client ...

The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. · The role involves managing client inquiries and requests. · Preparing investor materials and reports. · ...

Join a top-performing wealth management team serving sophisticated clients in LA You'll support leading advisors within a premier firm handling client service reporting and operations for high-net-worth clients — Fast-paced collaborative environment · ...

We are seeking a friendly, reliable and detail-oriented Client Service Associate to support daily customer service operations and ensure a positive experience for all clients. · High School Diploma or equivalent (required). · Strong verbal and written communication skills. · ...

Pathstone Associate Program: A Client Advisory CareerPath · Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complex and so ...

Join a family-owned investment firm with over $1.4 billion in assets under management and two offices-one in Los Angeles and the other in Memphis-dedicated to delivering exceptional service to our clients. · ...

About Wealth Enhancement · Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes th ...

The Client Support Associate plays a key role in advancing JFLA's mission of helping residents in our community achieve financial self-sufficiency. · This individual participates in multiple functions to ensure that JFLA's zero-interest, zero-fee loan programs operate smoothly. · ...

++We are seeking a motivated and detail-oriented Client Service Associate to join our team in Los Angeles. · +Serve as a primary contact for client inquiries, requests, and follow-upsProvide accurate information regarding services, processes, and solutionsMaintain clear and profe ...

The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities.The ACA owns client service activities and client engagement in those ...

· Manhattan West Enterprise Company ("Manhattan West") is seeking a Client Associate to join our Wealth Management team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset cla ...