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 ...

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. · ...

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 ...

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

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. · ...

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 ...

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 ...

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 ...

· 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 ...

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 · ...

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 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 Client Service Associate to join our Los Angeles team. · ...

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. · ...

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 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. · ...

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 ...

++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 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. · ...