Client Service Associate
9 hours ago
Our client is a rapidly growing RIA in Los Angeles specializing in tailored investment solutions for high-net-worth families, institutions, and foundations, as well as managing fixed-income mutual funds and separately managed accounts. They seek an innovative, driven professional, passionate about delivering exceptional client experiences to join as a Client Service Associate. Highlights of the role are below. Apply today for consideration
Client Service Associate
Los Angeles, CA
Support Relationship and Portfolio Managers in delivering high-quality service to high-net-worth clients, families, and institutions.
Responsibilities
- Collaborate with PMs and RMs on client advisory and strategic discussions.
- Build client relationships through advisory interactions and event participation.
- Handle client inquiries, prepare presentations, and perform financial modeling.
- Manage custodian paperwork, contracts, and cash/security transfers.
- Coordinate with specialists (tax, legal, lending) and maintain CRM records.
- Assist in business development and operational improvement projects.
- Required: Bachelor's degree, 1-3 years of wealth management experience, strong communication skills, integrity, empathy, entrepreneurial mindset, Microsoft Office proficiency.
- Preferred: Series 7 & 66 or CFP (or willingness to obtain), familiarity with Addepar, Salesforce, Schwab, or Fidelity.
-
Client Service Associate
6 days ago
Los Angeles, United States Condor Corporation Full timeWe 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 service team, there is a new opening...
-
Client Service Associate
23 hours ago
Los Angeles, United States Providence Financial and Insurance Services, Inc. Full timeJob DescriptionJob DescriptionJob Description: We are seeking a Customer Service Manager to join our dynamic team in the financial services sector. This role is critical in maintaining our commitment to excellent service delivery by interacting with clients in an unlicensed capacity to address and resolve their needs efficiently.Responsibilities:Communicate...
-
Senior Client Service Associate
2 months ago
Los Angeles, United States Beacon Pointe Advisors Full timeJob DescriptionWe 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 investment...
-
Senior Client Service Associate
1 month ago
Los Angeles, United States Beacon Pointe Full timeJob 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...
-
Sr. Client Service Associate
2 months ago
Los Angeles, United States Vaco Full timeVaco 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 include providing operation and administrative support to client advisors, being the point of contact for all client...
-
Client Services Associate
3 weeks ago
Los Angeles, United States Trusaic Full timeWho we are: Trusaic is a regulatory compliance software company focused on creating better work environments, for everyone. Our mission is to help organizations create authentic change, whether that be by achieving pay equity, fostering a more diverse and inclusive workforce, increasing bottom lines, or offering more affordable healthcare. Role Overview: ...
-
Client Services Associate
7 days ago
Los Angeles, United States Trusaic Full timeWho we are: Trusaic is a regulatory compliance software company focused on creating better work environments, for everyone. Our mission is to help organizations create authentic change, whether that be by achieving pay equity, fostering a more diverse and inclusive workforce, increasing bottom lines, or offering more affordable healthcare.Role Overview: We...
-
Client Services Associate
3 weeks ago
Los Angeles, United States Trusaic Full timeWho we are: Trusaic is a regulatory compliance software company focused on creating better work environments, for everyone. Our mission is to help organizations create authentic change, whether that be by achieving pay equity, fostering a more diverse and inclusive workforce, increasing bottom lines, or offering more affordable healthcare.Role Overview: We...
-
Client Service Associate
22 hours ago
Los Angeles, United States Pointwealth Management Full timeJob DescriptionJob DescriptionThis position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience.We are a boutique investment firm located in Encino and we serve clients across the country. The role is responsible for daily operations,...
-
Client Services Coordinator
1 week ago
Los Angeles, California, United States Chinatown Service Center Full timeAbout Chinatown Service Center\Chinatown Service Center (CSC) is a nonprofit organization dedicated to empowering individuals and families through education, training, and support services.\We are seeking a Client Services Coordinator to join our team, whose primary responsibility will be to ensure seamless coordination of client services, including...
-
Trusaic | Client Services Associate
3 weeks ago
los angeles, United States Trusaic Full timeWho we are: Trusaic is a regulatory compliance software company focused on creating better work environments, for everyone. Our mission is to help organizations create authentic change, whether that be by achieving pay equity, fostering a more diverse and inclusive workforce, increasing bottom lines, or offering more affordable healthcare.Role Overview: We...
-
Client Services Specialist
3 weeks ago
Los Angeles, California, United States SPECIAL SERVICE FOR GROUPS Full timeClient Services Position AvailableWe are seeking a Client Services Specialist to join our team at SSG. As a Client Services Specialist, you will work directly with clients to provide support services and connect them with resources in the community.About the JobThe estimated salary for this position is $40,000 - $50,000 per year, depending on experience. You...
-
Client Supportive Services Coordinator
2 months ago
Los Angeles, United States Special Service For Groups Full timeSpecial for Service Groups Inc Job Announcement Title: Client Supportive Services Coordinator Division: HOPICS FLSA: Non-Exempt Supervisor: Supportive Services Program Manager Pay Range: $23-$26/ hour Revised: 10/15/2024 Summary Under the direction of the Employment, Wellness and Supportive Services Program Manager, the Client Supportive Services Coordinator...
-
Client Service Associate-Los Angeles, CA
2 months ago
Los Angeles, United States Raymond James Full timeJob 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 team. This essential role helps to provide high quality/high touch critical...
-
Client Supportive Services Coordinator
2 months ago
Los Angeles, United States Special Service for Groups, Inc- HOPICS Full timeSpecial for Service Groups IncJob AnnouncementTitle: Client Supportive Services Coordinator Division: HOPICSFLSA: Non-Exempt Supervisor: Supportive Services Program ManagerPay Range: $23-$26/ hour Revised: 10/15/2024SummaryUnder the direction of the Employment, Wellness and Supportive Services Program Manager, the Client Supportive Services Coordinator will...
-
Service Coordinator for Client Wellbeing
1 month ago
Los Angeles, California, United States Special Service for Groups, Inc- HOPICS Full timeKey Responsibilities:Clothing Closet Management:Receive and organize all clothing donations received.Provide receipts to donors for items donated (if applicable or upon request).Schedule laundering services for all donations through designated, approved vendors.Manage and maintain the clothing closet schedule to ensure a smooth 'shopping' experience for...
-
Client Support and Services Coordinator
2 weeks ago
Los Angeles, California, United States Chinatown Service Center Full timeJoin our dynamic team at Chinatown Service Center as a Client Support and Services Coordinator! In this role, you will work closely with clients to provide comprehensive case management services, including screening, enrollment, and advocacy. You will also assist with outreach activities and maintain accurate documentation of services provided.The ideal...
-
Client Supportive Services Coordinator
2 months ago
Los Angeles, United States Special Service for Groups, Inc- HOPICS Full timeSpecial for Service Groups Inc Job Announcement Title: Client Supportive Services Coordinator Division: HOPICS FLSA: Non-Exempt Supervisor: Supportive Services Program Manager Pay Range: $23-$26/ hour Revised: 10/15/2024 Summary Under the direction of the Employment, Wellness and Supportive Services Program Manager, the Client Supportive Services Coordinator...
-
Client Services Coordinator
2 weeks ago
Los Angeles, California, United States Special Service for Groups, Inc- HOPICS Full timeAbout the RoleThe Client Services Coordinator will work closely with our program managers, supervisors, and direct service staff to provide case management, service coordination, and facility safety plans for interim housing clients. This is an exciting opportunity for someone who is passionate about making a difference in the lives of others.
-
Private Client Associate
1 week ago
Los Angeles, California, United States Boutique Recruiting Full timeWe are looking for a highly skilled Private Client Associate to support high-net-worth clients with a range of financial services in our Los Angeles office. As a key member of our team, you will be responsible for managing client relationships, facilitating the onboarding process, and ensuring the efficient execution of daily operations.