Client Associate - Santa Monica

We are looking for a Client Associate / Office Manager who will join our newly established Los Angeles branch and support the team. · Take ownership and support the management of a client portfolio, putting the client's needs in first place. · Be the go-to expert when it comes to ...

Abacus Client Service Associates are the backbone of our organization as the primary source of tactical support for advisors and clients. · ...

Abacus is a progressive financial planning firm devoted to helping people expand what's possible with money. We treat each other with the same level of care and respect we treat our clients – it's why we offer unlimited vacation, flexible work hours (and location), eighteen weeks ...

We treat each other with the same level of care and respect we treat our clients – it's why we offer unlimited vacation, flexible work hours (and location), eighteen weeks of paid parental leave, and more. · ...

We treat each other with the same level of care and respect we treat our clients – it's why we offer unlimited vacation, flexible work hours (and location), eighteen weeks of paid parental leave, and more. · ...

We treat each other with the same level of care and respect we treat our clients – it's why we offer unlimited vacation, flexible work hours (and location), eighteen weeks of paid parental leave, and more. · ...

We're looking for a passionate and driven Client Development Associate (CDA) to help expand our impact across healthcare organizations. · ...

We are looking for a Client Associate / Office Manager who will join our newly established Los Angeles branch and support the team. · Take ownership and support the management of a client portfolio, putting the client's needs in first place. · Be the go-to expert when it comes to ...

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. · Build and maintain professional relationships with clients by assisting them and answering account questions. · Take initiative to han ...

Job DetailsLevel: EntryJob Location: Los Angeles CA - Los Angeles, CA 90064Position Type: Full TimeEducation Level: Not SpecifiedSalary Range: $50, $70,000.00 HourlyTravel Percentage: Up to 25%Job Shift: DayJob Category: Client ServiceEP Wealth Advisors (EPWA) is a wealth managem ...

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 ...

For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: · $81,000 - $140,000This role may also be eligible to receive a discretionary bon ...

We are seeking a dependable Client Service Associate to join our on-site team in Culver City. The Client Service Associate serves as a key point of contact between clients and internal teams. This role focuses on in-person communication, coordination, documentation, and ensuring ...

For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: · $95,000 - $140,000This role may also be eligible to receive a discretionary bon ...

We are seeking a dependable Client Service Associate to join our on-site team in Culver City. The Client Service Associate serves as a key point of contact between clients and internal teams. · Serve as a primary point of contact for client inquiries and requests · Coordinate com ...

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. Servi ...

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

+Job summary · This Client Associate role is pivotal in delivering exceptional client experiences at our Los Angeles-based financial advisory practice. As an engine of our client experience, you'll serve as primary liaison between Financial Advisors and high-net-worth clients. · ...

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. · ...

Job Summary 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 ...