Senior Client Service Associate

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate in our Los Angeles, CA office. This Senior Client Service Associate role incorporates both Client Service and Operations functions. You will join a highly talented team of wealth management professionals that service the...

Direct message the job poster from International Search ConsultantsExecutive Recruiter Placing Top Talent within Financial Services ISC's team of Financial Services Recruiters has been retained by a well-established and growing Multi-Family Office who is seeking a Client Service Associate to join their team in Marin County. With a strong reputation for...

Our client is a well-established RIA in Pasadena, CA that is currently experiencing growth. They are looking for a reliable and detail-oriented Senior Client Service Associate to join their team. The ideal candidate must possess an exceptional knowledge of high-end concierge services for HNW and UHNW clients and possess strong organizational skills. The team...

Job Description Job Description We 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 excellent customer service delivered by the customer...

The Firm: Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...

About Beacon Pointe AdvisorsWe are a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide.Job DescriptionThis Senior Client Service Associate role incorporates both Client Service and Operations functions. You will join a highly talented team of wealth management professionals that...

CLIENT SERVICE ASSOCIATE SENIOR CNS WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, option, fixed income, and mutual fund transactions for clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. What you...

The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of...

**Job Summary**We are seeking a highly skilled Senior Client Service Specialist to join our CNS team. In this role, you will serve as a registered representative for City National Securities (CNS), processing stock, option, fixed income, and mutual fund transactions for clients.Main Responsibilities:Process client transactions in accordance with FINRA...

Job Title: Client Service AssociateLocation: Los Angeles, CAJob Type: Full-TimeJob Summary:We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will serve as a vital link between our clients and the company, ensuring top-notch service delivery and fostering strong client relationships. As the...

Job Description Job Description The RoleYou will report to the Principal Software Engineer and work within the Client Services Team. This role combines client support with project execution duties to fulfill online data collection surveys and other research activities. You'll collaborate with the existing client service team, including the Senior Manager,...

Jobot is a full-service tax firm focused on solving tax problems for individuals and small business owners. We're seeking a Client Services Coordinator Senior to join our team. As a key member of our client services team, you'll be responsible for managing a portfolio of financial cases, ensuring efficient and effective handling.Qualifications:A minimum of...

About Our Organization:Wag Hotels is committed to providing an exceptional experience for pets and their owners. Our mission is to deliver world-class service, convenience, and comfort while creating a safe and enjoyable environment.Job Duties:In this role, you will be responsible for delivering exceptional customer service, managing guest...

Your Future Team Feinberg Stein Financial Services an established boutique wealth management fiduciary advisory business which serves ultra-high-net-worth individuals, families, non-profit organizations, businesses, and institutional clients. We leverage decades of historic financial experience and bring institutional capabilities to provide investment,...

We're seeking an experienced professional to join our Transaction Advisory Services team as a Senior Associate. This role involves conducting buy-side and sell-side financial due diligence engagements, analyzing historical financial statements, and communicating engagement reports to client management.A strong understanding of US GAAP, GAAS, and SEC...

Senior Associate Attorney Overview:Masis Professional Group is seeking an experienced Senior Associate Attorney for a highly reputable and very well established law firm in the Los Angeles, CA area. The ideal candidate will bring a strong litigation background and ideally possess experience in professional liability. This is a hybrid position, offering the...

We are seeking an experienced Digital Forensics Senior Associate to join our dynamic team at Alvarez & Marsal Europe. As a member of our Forensic Technology team, you will work closely with senior forensic technologists, data analytics, cybersecurity, and privacy experts, lawyers, and investigators to provide forensic technology services to our clients.As a...

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 Client Service, Advisor, Investment, Associate, Senior, Client, Banking

Vaco 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 administrative support to client advisors, POC for all client issues, building client...

Job OverviewWe are seeking an experienced Senior Account Manager to join our team at Lockton Companies. As a Senior Account Manager, you will possess and apply knowledge of industry trends and related regulations while servicing clients' accounts in an innovative and efficient manner.This role requires strong relationships with clients, carriers, and other...