Client Associate - Los Angeles, CA

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 ...

Join a high-performing, boutique Los Angeles wealth management team as a Client Associate. · Serve as a trusted client contact responding to inquiries with professionalism and accuracy. · Manage the full account lifecycle including onboarding funding updates trade coordination. · ...

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 ...

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 · ...

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 ...

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 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 ...

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. · From private equity firms and hedge funds to leading consultancies, · our clients count on us to find · the exact expert they need - fast. · Total first-year salary is exp ...

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 ...

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 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. · ...

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

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 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. · ...

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. · ...

· 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 ...

The Client Service Associate reports to our Partners and Wealth Managers. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. · Support Advisors of a growing book of business. · Assist in clien ...

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their sk ...