Current jobs related to Sr. Client Associate - Los Angeles - BGSS

  • Sr. Client Service Associate

    2 months ago

    Los Angeles, United States Vaco Full time

    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 include providing operational and administrative support to client advisors, acting as a POC for all client issues, and...

  • Sr. Client Service Associate

    4 months ago

    Los Angeles, United States CareerBuilder Full time

    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...

  • Sr. Client Experience Manager

    24 hours ago

    Los Angeles, United States Virtual Full time

    Vaco LA is working with a client in the Healthcare Nonprofit industry who is looking for a Sr. Client Experience Manager to help support all day to day Client/Customer operations. Has the Client Experience manager key responsibilities will include, providing support to client success team, enhancing engagement and reputation of company through site...

  • Sr. Client Experience Manager

    24 hours ago

    Los Angeles, United States Vaco Full time

    Vaco LA is working with a client in the Healthcare Nonprofit industry who is looking for a Sr. Client Experience Manager to help support all day to day Client/Customer operations. Has the Client Experience manager key responsibilities will include, providing support to client success team, enhancing engagement and reputation of company through site...

  • Magento Sr. Associate

    1 month ago

    Los Angeles, United States Umanist Staffing LLC Full time

    Job DescriptionJob DescriptionTitle:& Magento Sr. Associate& Work Location: Remote (EST)& Job Type: Contract& & & & Work Type: Remote& Duration: 4 Months& & Job Description: & & Must Have's:& Magento 2 / Adobe Commerce& Backend Developer& Headless Implementation / Magento API Skills& Responsibilities& Must have 8+ years of Magento hands on development...

  • Sr. Research Associate

    4 months ago

    Los Angeles, United States BioPhase Solutions Full time

    Job DescriptionJob DescriptionBioPhase Solutions specializes in recruiting top talented professionals for Southern California's Scientific community. We are currently looking for a Sr. Research Associate to work for a leading Greater Los Angeles area biopharmaceutical company.Pay Rate: $40-50/hour depending on experienceResponsibilities:Provide quality...

  • Associate/Sr. Associate, QC Microbiology

    4 months ago

    Los Angeles, United States BioPhase Solutions Full time

    Job DescriptionJob DescriptionBioPhase Solutions specializes in recruiting top talented professionals for Southern California's Scientific community. We are currently looking for a Associate/Sr. Associate, QC Microbiology to work for a Greater Los Angeles area biotechnology company. Salary Range: $60-100k depending on experience! Responsibilities:Perform...

  • Client Service Associate

    4 weeks ago

    Los Angeles, United States ARCHE Full time

    Arche is 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...

  • Client Service Associate

    1 month ago

    Los Angeles, United States Arche, inc Full time $42,000 - $52,000

    Job DescriptionJob DescriptionArche is 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...

  • Client Service Associate

    4 weeks ago

    Los Angeles, United States Arche, inc Full time $42,000 - $52,000

    Job DescriptionJob DescriptionArche is 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...

  • Client Services Associate

    4 weeks ago

    Los Angeles, United States Mind Sculpt Inc Full time $43,000 - $53,000

    Job DescriptionJob DescriptionWe 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...

  • Client Services Associate

    3 weeks ago

    Los Angeles, United States Mind Sculpt Inc Full time

    Job DescriptionJob DescriptionWe 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...

  • Client Service Associate

    4 weeks ago

    Los Angeles, United States International Search Consultants Full time $85,000 - $100,000

    Job DescriptionJob DescriptionAssociate Client Advisor Century City, LA Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on delivering personalized solutions, they offer a range of services, including fiduciary services, investment management,...

  • Client Service Associate

    2 weeks ago

    Los Angeles, California, United States Cerity Partners Full time

    {"title": "Client Service Associate", "content": "Job SummaryCerity Partners is seeking a highly skilled Client Service Associate to join our team. As a key member of our team, you will provide administrative and operational support to our clients and their managing advisors.ResponsibilitiesCoordinate education team schedules and client visitsPrepare and...

  • Client Service Associate

    1 week ago

    Los Angeles, California, United States Pattern Promotions Full time

    Client Service AssociatePattern Promotions is seeking a dedicated and customer-focused Client Service Associate to join our team in Los Angeles. As a key member of our team, you will play a vital role in ensuring our clients receive outstanding service and support.Responsibilities:Serve as the primary point of contact for client inquiries and service...

  • Client Service Associate

    4 weeks ago

    Los Angeles, United States Pattern Promotions Full time

    Client Service Associate - Pattern PromotionsLocation: Los Angeles, CAJob Type: Full-time (38 hours per week)Salary: $600 to $800 per weekAbout Us:At Pattern Promotions, we believe in creating future managers. We offer all of our collaborators an equal opportunity to progress their careers to a higher level. Great work comes with dedication, collaboration,...

  • Senior Client Experience Manager

    16 hours ago

    Los Angeles, California, United States Virtual Full time

    Sr. Client Experience ManagerVaco LA is partnering with a leading Healthcare Nonprofit organization to find a Sr. Client Experience Manager who will play a crucial role in supporting all day-to-day Client/Customer operations. The ideal candidate will provide exceptional support to the client success team, enhance engagement and reputation of the company...

  • Client Relationship Associate

    5 days ago

    Los Angeles, California, United States Capital Group Full time

    Client Relationship AssociateWe are seeking a highly skilled Client Relationship Associate to join our team at Capital Group. As a key member of our client-facing team, you will be responsible for providing exceptional service to our high-net-worth individuals, trusts, foundations, and endowments nationwide.Key Responsibilities:Provide personalized support...

  • Client Service Associate

    2 weeks ago

    Los Angeles, United States Serondanetwork Full time

    Client Service Associate - Pattern Promotions Location: Los Angeles, CA Job Type: Full-time (38 hours per week) Salary: $600 to $800 per week About Us: At Pattern Promotions, we believe in creating future managers. We offer all of our collaborators an equal opportunity to progress their careers to a higher level. Great work comes with dedication,...

  • Client Relationship Associate

    2 days ago

    Los Angeles, California, United States Capital Group Full time

    About the RoleWe are seeking a highly skilled Client Relationship Associate to join our team at Capital Group. As a key member of our team, you will play a critical role in providing exceptional service to our high-net-worth individuals, trusts, foundations, and endowments nationwide.Key ResponsibilitiesProvide personalized support to clients, including...

Sr. Client Associate

4 months ago

Los Angeles, United States BGSS Full time

Job Description

Job Description

Based in Los Angeles, our client was established in 1990, and their vision has been clear. Be an incubator for innovative thinking, whether that’s being one of the earliest firms to adopt a business model that puts clients’ interests first, embracing alternative investments like real estate and private debt, or providing leading-edge financial planning. There’s something else: their people. The firm strives to be a magnet for the top talent in wealth management by providing thoughtful mentoring, a supportive environment for growth and the freedom to pursue fresh new ideas on behalf of their clients. That mindset has allowed them to assemble one of the sharpest, most dynamic advisory teams in LA. They are actively seeking a

Senior Associate

who will be responsible for providing comprehensive support to their Advisors and Business Development professionals. SCHWAB AND/OR FIDELITY PLATFORM EXPERIENCE A MUST (opening accounts/account management) Opportunities for growth and mentorship for a long-term career. Working in coordination with other members of the Associate team as well as their Advisors, the Senior Associate will prepare materials used in client meetings, conduct routine daily trading of securities positions, interface with clients by phone and email to facilitate client requests, update the client database, generate financial plans via eMoney, and engage in various investment analysis projects at the request of members of their research team. The successful candidate will have a demonstrated understanding of, and initial experience in, the investment industry and relevant financial markets. Senior Associates who perform at a high level and demonstrate superior capability will have the opportunity for further career advancement in the firm as Advisors or Business Development professionals.

Requirements

• Ideal candidates will have at least five years of work experience in the financial services/investment

industry and a relevant understanding of the financial markets.

• Bachelor’s degree in Accounting, Finance, Marketing, Business Administration, Economics or related business field.

• Strong organizational, communication and analytical skills and the ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner.

• Detail-oriented and highly motivated with an interest in servicing clients in the Wealth Management industry.

• Ability to work effectively independently and within a team environment.

• Superior client service skills to help manage client relationships. Prior client interaction experience is a must.

• CFP or Series 65 is highly preferred.

• Strong proficiency in Microsoft Office.

• This position is based in Los Angeles, CA. ONLY LOCAL CANDIDATES WILL BE CONSIDERED.

• This is a hybrid role. Schedule to be discussed.

Company Description We are a successful recruiting firm hired by our client to identify top talent throughout the country.

Company Description

We are a successful recruiting firm hired by our client to identify top talent throughout the country. #J-18808-Ljbffr