Wealth Management Client Associate - Pasadena

Want to learn more about this role and Jobot? Click our Jobot logo and follow · our LinkedIn page · Job details: · Client Associate – Wealth Management for Professional Athletes · This Jobot Job is hosted by: Josh Forth · Are you a fit? Easy Apply now by clicking the "Easy Apply" ...

This role is ideal for someone who is detail-oriented and client-focused. · You'll be a key point of contact for clients. · ...

Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Associate to: · Keep management systems up-to-date with client information · Educate clients on account services and capabilities · Leverage various communication chan ...

A boutique wealth management firm seeking a Client Associate to join its growing team. · ...

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. · ...

The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. · ...

We are seeking Client Service Associates to help shape the future of service by modernizing the client experience through an elevated standard of care. · Cultivate and enhance new and existing client relationships through active communication with clients, processing client reque ...

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. · ...

The Client Advisory Associate supports Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. · Direct the Trust Operations Department regarding daily account transactions such as wire and cash trans ...

The Client Service Associate provides exceptional service to clients and supports Financial Advisors on a daily basis. · Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships. · ...

Job summary · The Client Experience Associate is a detail-oriented, systems-minded team member who supports the full client lifecycle — sales, onboarding, servicing, reporting, and stewardship — while maintaining exceptional data quality and operational precision.Responsibilities ...

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. · Our dedicated professionals work with clients and ...

This role is built for people who like working with others, having real conversations, and building relationships that last. · Speak with clients through phone calls, video meetings, and occasional in-person conversations · Learn how to guide discussions around long-term planning ...

The Foothill Catalog Foundation seeks a Client Support Associate to support individuals and families rebuilding after the recent Los Angeles Wildfires. · ...

Introduction · At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit ...

Introduction · Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...

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. · Suporting the FA/PWA/team in cultivating and enhancing new and existing client relationships · ...

· Introduction · Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and commu ...

The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. · ...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) teams on a daily basis. · ...

Introduction · Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communit ...