senior client service associate Jobs in Los Angeles (Downtown), California

Senior Client Service Associate
Pasadena, CaliforniaAdvisor Business SolutionsOur client is a well-established RIA in Pasadena, CA that is currently experiencing growth. The firm is looking for a reliable and detail-oriented Senior Client Service Associate to join their team. An ideal candidate will possess strong organizational skills and exceptional...Full Job Details
Client Service Associate
Los Angeles, CaliforniaKPI GROUPWe are seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and...Full Job Details
Senior Investment Advisor Associate (Client Service)
Los Angeles, CaliforniaKayne Anderson Rudnick Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Advisor Associate The successful candidate will work as...Full Job Details
Client Service Associate (Entry Level)
Costa Mesa, CaliforniaAdvisor Business SolutionsOur Client is looking for a entry level Client Service Associate at an RIA located in Costa Mesa, CA. The ideal candidate can be a recent grad with internship experience or a year or more professional experience working with an RIA. Job Requirements & Qualifications: • 1+...Full Job Details
Senior Client Service Executive
Los Angeles, CaliforniaMarsh LLC Senior Client Service Executive Summary Responsible for retention of existing business and the development of business within those assigned accounts. Senior Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts...Full Job Details
Client Service Associate
Los Angeles, CaliforniaTitan ManagementThe Client Service Associate position is an entry-level position in our firm with the unlimited opportunity for advancement only offered in an entrepreneurial startup environment. This position serves as the main liaison between our clients and consumers and is essentially...Full Job Details
Client Service Associate
Los Angeles, CaliforniaTitan MgmtThe Client Service Associate position is an entry-level position in our firm with the unlimited opportunity for advancement only offered in an entrepreneurial startup environment. This position serves as the main liaison between our clients and consumers and is essentially...Full Job Details
Client Service Associate
Newport Beach, CaliforniaMorgan Stanley POSITION SUMMARY: As a Client Service Associate, you will play a vital role in delivering exceptional service to our clients while supporting Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams. You will cultivate trusted relationships through regular...Full Job Details
Client Service Associate
Torrance, CaliforniaHeroOur firm's adaptability, resilience, and creativity have enabled us to leverage existing relationships in the telecommunications industry, resulting in new and lucrative partnerships with essential service providers. As we continue to grow, we are seeking a Client Service...Full Job Details
Client Service Associate
Torrance, CaliforniaHRO IncOur firm's adaptability, resilience, and creativity have enabled us to leverage existing relationships in the telecommunications industry, resulting in new and lucrative partnerships with essential service providers. As we continue to grow, we are seeking a Client Service...Full Job Details
Sr. Client Service Associate
Los Angeles, CaliforniaVacoVaco Los Angeles is working with a client in the financial service industry who is looking for a new and up incoming Sr. Client Service Associate to come and join their team. As a client service associate your key job responsibilities will including providing operation and...Full Job Details
Client Service Associate
Newport Beach, CaliforniaUBS Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation...Full Job Details
Client Service Associate
Pasadena, CaliforniaBeacon Pointe Advisors Job Description We are seeking a candidate in our Pasadena, CA office who wants to grow within the client service space, develop long term relationships with clients, and become an expert facilitator of client needs. The prospective candidate will join a talented team of...Full Job Details
Registered Client Service Associate
Newport Beach, CaliforniaMorgan Stanley POSITION SUMMARY: 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. Through regular interactions with clients, individuals in this role build...Full Job Details
Client Service Associate
Santa Ana, CaliforniaSharpcontraJob Description Qualifications Bachelor's degree or equivalent experience in customer service, administration, or a related field Minimum 1-2 years of experience in a client-facing or administrative role Excellent verbal and written communication skills Strong organizational...Full Job Details
Client Service Associate
Newport Beach, CaliforniaLPL Financial Client Service Associate, Employee Model The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her...Full Job Details
Client Service Associate
Newport Beach, CaliforniaLPL Financial Holdings, Inc. Client Service Associate, Employee Model The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her...Full Job Details
Executive Client Service Associate
Burbank, CaliforniaThe Walt Disney CompanyThis position provides dedicated, exclusive, and comprehensive office, operational, sales, and service support to Executive Wealth Advisors and/or supports multiple Wealth Advisors with accumulated AUM totaling $100 million or more. The Executive Client Service Associate is...Full Job Details
Senior Client Advisor - Costa Mesa
Costa Mesa, CaliforniaRichemontAt Richemont Americas, we aspire to reflect the ever-changing world around us. We are proud to employ talent from many different backgrounds, experiences, and identities to build a continually evolving, inclusive community where the diversity of our colleagues and clients is...Full Job Details
Client Service Associate, Account Processing
Los Angeles, CaliforniaWedbush Securities Job Description Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in...Full Job Details
Registered Client Service Associate - B11 - GLENDALE
Glendale, CaliforniaCitiThe Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in...Full Job Details
Registered Client Service Associate - B11 - GLENDALE
Glendale, CaliforniaCitigroup IncThe Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in...Full Job Details
Client Service Associate - The Rand Group
Newport Beach, CaliforniaHighTower Your Future Team With offices in California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services, primarily to high-net-worth individuals and families nationwide. The company's distinct wealth...Full Job Details
Client Service Associate, Commercial Lines
Newport Beach, CaliforniaHUB International IGNITE YOUR PASSION IMPACT WHAT MATTERS WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 530 HUB offices across North America...Full Job Details
Senior Client Partner
Los Angeles, CaliforniaSnapchatSnap Inc is a technology company. We believe the camera presents the greatest opportunity to improve the way people live and communicate. Snap contributes to human progress by empowering people to express themselves, live in the moment, learn about the world, and have fun...Full Job Details