Client Service Associate
3 days ago
We are seeking a highly skilled Client Service Associate to join our team at Wedbush Securities.
Key Responsibilities:- Provide exceptional sales and administrative support to customers and Financial Advisors.
- Maintain accurate and up-to-date client account information.
- Assist Financial Advisors with special projects as needed.
- Coordinate and prepare for client review meetings.
- Set up new accounts and ensure seamless onboarding.
What We Offer:
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive compensation package.
Requirements:
- Excellent communication and interpersonal skills.
- Ability to work effectively in a team environment.
- Strong organizational and time management skills.
-
Client Service Associate
2 weeks ago
Los Angeles, California, United States Pattern Promotions Full timeClient 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
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
3 days ago
Los Angeles, California, United States Wedbush Securities Full timeJob Title: Client Service AssociateWe are seeking a highly skilled Client Service Associate to join our Correspondent Services Division at Wedbush Securities.Job Summary:The successful candidate will be responsible for providing exceptional client service to correspondent broker dealers, ensuring seamless account opening and maintenance processes, and...
-
Client Service Associate
2 weeks ago
Los Angeles, California, United States Oppenheimer & Co. Full timeJob Title: Registered Client Service AssociateOppenheimer & Co. Inc. is seeking a highly skilled and detail-oriented Registered Client Service Associate to join their Private Client Division in Los Angeles. As a key member of the team, you will provide exceptional support to Financial Advisors in sales, marketing, and day-to-day operations of a growing...
-
Client Services Associate
1 month ago
Los Angeles, California, United States Tarzana Treatment Centers Full timePosition Overview: Client Services AssociateThe Client Services Associate plays a vital role in delivering exceptional support to individuals facing challenges related to substance use, primary healthcare, and mental wellness. This position involves managing a significant volume of incoming and outgoing communications, accurately collecting and inputting...
-
Client Service Associate
2 weeks ago
Los Angeles, California, United States Oppenheimer & Co. Full timeJob DescriptionOppenheimer & Co. Inc. is seeking a Registered Client Service Associate for their Los Angeles branch office. The successful candidate will support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.Key ResponsibilitiesLearn and adapt to service the needs of various accounts to answer...
-
Client Service Associate
3 weeks ago
Los Angeles, California, United States Oppenheimer & Co. Full timeJob DescriptionOppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. We are seeking a highly skilled and motivated Client Service Associate to join our Private Client Division in Los Angeles.Key Responsibilities:Client Support: Provide exceptional support to Financial Advisors in sales, marketing, and day-to-day...
-
Client Service Associate
3 weeks ago
Los Angeles, California, United States Oppenheimer & Co. Full timeAbout the RoleOppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. We are seeking a highly skilled and motivated Client Service Associate to join our Private Client Division in Los Angeles.Key ResponsibilitiesClient Support: Provide exceptional support to Financial Advisors in sales, marketing, and day-to-day...
-
Client Services Associate
1 week ago
Los Angeles, California, United States The Trade Desk Full timeAbout The Trade DeskThe Trade Desk is a leading media buying platform that helps global brands and their agencies deliver a more insightful and relevant ad experience for consumers. Our platform sets a new standard for global reach, accuracy, and transparency in digital media.Client Services TeamThe Client Services team at The Trade Desk focuses on growing...
-
Client Service Associate
3 weeks ago
Los Angeles, California, United States Cerity Partners Full timeAbout the RoleCerity Partners is seeking a highly skilled Client Service Associate to join our team. As a key member of our operations team, you will provide administrative and operational support to our clients and their managing advisors.Key ResponsibilitiesCoordinate education team schedules and client visitsPrepare and maintain client files and...
-
Client Service Associate Manager
4 weeks ago
Los Angeles, California, United States Lockton Companies Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate Client Service Manager to join our team at Lockton Companies. As a key member of our client service team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesProvide exceptional client...
-
Client Service Associate, Account Processing
2 weeks ago
Los Angeles, California, United States Wedbush Securities Full timeJob Title: Client Service Associate, Account ProcessingWedbush Securities is a leading securities firm and investment bank, providing innovative financial solutions through its Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. With over 100 offices and more than 80 correspondent offices, the company is...
-
Global Associate Client Service Manager
4 weeks ago
Los Angeles, California, United States Lockton Companies Full timeAbout the RoleWe are seeking a highly skilled and experienced Associate Client Service Manager to join our team at Lockton Companies. As a key member of our client service team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesProvide exceptional...
-
Client Service Associate for Wealth Management
1 month ago
Los Angeles, California, United States Oppenheimer & Co. Full timeAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a prominent middle-market investment banking firm and a comprehensive broker-dealer. Established in 1881, the company engages in a wide array of services within the financial sector, including retail securities brokerage, institutional trading, investment banking (both corporate and public finance),...
-
Client Service Associate for Wealth Management
1 month ago
Los Angeles, California, United States Oppenheimer & Co. Full timeAbout Us: Oppenheimer & Co. Inc. is a prominent middle-market investment banking firm and comprehensive broker-dealer. Established in 1881, the company is involved in a wide array of activities within the financial services sector, including retail securities brokerage, institutional trading, investment banking (both corporate and public finance), equity and...
-
Client Service Associate, Prime Brokerage
2 weeks ago
Los Angeles, California, United States Wedbush Securities Full timeJob Title: Client Service Associate, Prime BrokerageWedbush Securities is a leading securities firm and investment bank, providing innovative financial solutions through its Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Our Los Angeles office is seeking a Client Service Associate professional to assist...
-
Client Service Associate for Wealth Management
1 month ago
Los Angeles, California, United States Oppenheimer & Co. Full timeAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a prominent middle-market investment banking and full-service brokerage firm. Founded in 1881, the firm engages in a diverse array of activities within the financial services sector, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public...
-
Client Service Associate for Wealth Management
1 month ago
Los Angeles, California, United States Oppenheimer & Co. Full timeAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a prominent middle-market investment banking and full-service brokerage firm with a rich history dating back to 1881. Our firm is involved in a diverse array of financial services, including retail securities brokerage, institutional trading, investment banking (corporate and public finance), equity and...
-
Client Service Specialist
4 weeks ago
Los Angeles, California, United States Harrison Gray Search and Consulting LLC Full timeAbout the RoleHarrison Gray Search and Consulting LLC has partnered with a premier investment management firm seeking a skilled Private Wealth Associate in a dynamic environment. The ideal candidate will possess strong analytical and communication skills, with the ability to build relationships and thrive in a fast-paced atmosphere.Key...
-
Los Angeles, California, United States Wedbush Securities Full timeJob SummaryWe are seeking a highly skilled Client Service Associate to join our Correspondent Services Division at Wedbush Securities. As a key member of our team, you will be responsible for providing exceptional client service, ensuring seamless account opening processes, and maintaining compliance with regulatory requirements.Key ResponsibilitiesOpen and...