Senior Investment Adviser Associate-Client Service - Los Angeles, CA

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 ...

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. · ...

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 classes including Private Equity, Venture ...

We are seeking a motivated Client Service Associate to join our Los Angeles team. · ...

We are seeking a motivated Client Service Associate to join our Los Angeles team. · This role is pivotal in ensuring our clients receive outstanding service and support. · ...

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 ...

Step into a role where relationship-building meets precision and organization. As 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 are seeking a Client Services Associate to join our growing investment firm in Los Angeles and Memphis. The ideal candidate will have strong technical skills and enjoy working in a 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. · ...

We are seeking a friendly, reliable and detail-oriented Client Service Associate to support daily customer service operations. · ...

Cooperidge Consulting Firm is seeking a Client Service Associate for a top Boutique RIA in Towson, MD. · Direct the full intake process, including distributing and tracking forms, verifying information.Open new brokerage accounts; set up online portal access and confirm delivery ...

We are seeking a motivated and detail-oriented Client Service Associate to join our team in Los Angeles. In this role, you will serve as a key point of contact between the company and our clients. · ...

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 · ...

· Company Description · 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 growth solu ...

++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 ...

This role assists in providing customer service to our clients, running day-to-day operations within the firm. Successful candidates will be analytical thinkers and self-starters comfortable with extensive client contact. · Delivering service both internally and externally · Serv ...

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 · ...

Wealth Enhancement is an independent wealth management firm seeking a Client Service Associate to act as the primary liaison between clients and Managing Director & Financial Advisors. The ideal candidate is interested in pursuing a future career as a Financial Advisor. · Manage ...

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. · ...

Amazing Career Opportunity: Wealth Management Client Service Professional · Ascendo is excited to present this opportunity in the wealth management industry. We are partnering with a highly successful firm to find an energetic and dedicated Client Service Associate to join their ...