Wealth Partnership Associate
5 days ago
We're seeking a Wealth Partnership Associate to join our team at Abacus Wealth Partners. As a key member of our organization, you'll be responsible for building strong relationships with clients and ensuring a seamless client experience.
This role offers an excellent salary range of $65k-$70k, as well as a comprehensive benefits package. In addition to your base salary, you can expect unlimited vacation time, flexible work hours, and 16 weeks of paid parental leave.
The ideal candidate will have at least 2 years of experience in customer service and possess excellent communication skills. You should also be able to study for and pass the Series 65 exam, which is a legal requirement for career progression in this role.
We're looking for a team player who is passionate about delivering exceptional customer service. If you're a detail-oriented individual with a love for working with clients and advisors, we encourage you to apply.
In this role, you'll be responsible for:
- BUILDING STRONG RELATIONSHIPS WITH CLIENTS.
- COMMUNICATING WITH CLIENTS IN A CLEAR AND GENTLE MANNER.
- TRACKING OPEN REQUESTS CLOSELY AND MAINTAINING ACCURATE RECORDS.
- WORKING WITH CLIENTS, ADVISORS, AND FINANCIAL CUSTODIANS TO ENSURE A SMOOTH CLIENT EXPERIENCE.
-
Abacus Wealth Partners Associate
5 days ago
Santa Monica, California, United States Abacus Wealth Partners Full timeAbout the RoleWe're seeking a highly skilled Client Services Associate to join our team at Abacus Wealth Partners. This role involves working closely with financial advisors to ensure seamless client experiences. The ideal candidate will have passed the Series 65 exam and have experience in customer-facing roles. We offer a competitive salary of $82,000 -...
-
Operations Associate
5 days ago
Santa Monica, California, United States Abacus Wealth Partners Full timeWe're looking for an experienced Operations Associate to join our team at Abacus Wealth Partners. This role offers an estimated salary range of $65k - $70k and comes with a comprehensive benefits package, including unlimited vacation time, flexible work hours, and 16 weeks of paid parental leave.Key Skills and QualificationsTo succeed in this position,...
-
Financial Services Professional
5 days ago
Santa Monica, California, United States Abacus Wealth Partners Full timeAt Abacus Wealth Partners, we're seeking a skilled Financial Services Professional to join our team. This role offers an estimated salary range of $65k - $70k. As a key member of our operations team, you will be responsible for ensuring the smooth delivery of client services. To excel in this position, you'll need excellent communication skills, attention to...
-
Financial Services Specialist
5 days ago
Santa Monica, California, United States Abacus Wealth Partners Full timeAbout Abacus Wealth PartnersWe are a progressive financial planning firm dedicated to helping individuals achieve their financial goals. Our team is passionate about delivering exceptional client experiences and fostering a supportive work environment.Salary: $65,000 - $70,000 per yearJob DescriptionThe Client Services Associate plays a critical role in...
-
Client Experience Coordinator
5 days ago
Santa Monica, California, United States Abacus Wealth Partners Full timeAbout UsAt Abacus Wealth Partners, we're committed to delivering innovative financial solutions that empower individuals to achieve their goals. As a Client Services Associate, you'll play a vital role in shaping our clients' financial futures.Compensation: $65,000 - $70,000 per yearJob SummaryThis position involves working closely with our financial...
-
Financial Services Professional
5 days ago
Santa Monica, California, United States Abacus Wealth Partners Full timeAbout UsAt Abacus Wealth Partners, we're a progressive financial planning firm dedicated to helping individuals achieve their goals. Our team is passionate about providing exceptional client service and creating a supportive work environment. We offer a range of benefits, including unlimited vacation time, flexible work hours, and comprehensive health...
-
Marketing and Operations Associate
6 days ago
Santa Monica, California, United States Wave Sports + Entertainment Full timeCompany OverviewWave Sports + Entertainment (WSE) is a leader in sports storytelling, reaching over 130 million highly engaged followers globally. The company's award-winning programming features popular athletes and personalities, including New Heights with Jason and Travis Kelce, Podcast P with Paul George, and The Right Time with Bomani Jones. WSE holds...
-
Homeless Health Advocate
2 weeks ago
Santa Monica, California, United States University of California Full timeAbout the Role:The University of California is seeking a dedicated and compassionate Registered Nurse to fill the position of Homeless Health Advocate. As a key member of our team, you will provide critical care and support services to vulnerable populations in need.Key Responsibilities:Develop and implement effective care plans in collaboration with...
-
Life Sciences Transactions Lawyer
5 days ago
Santa Monica, California, United States UCare Staffing, LLC Full timeWe are seeking an experienced associate with 3-6 years of experience in licensing, collaboration, and commercial partnering transactions for our growing Life Sciences Technology Transactions practice.Company Overview:An AM 100 Law Firm is a leading provider of legal services to biotech and pharmaceutical companies. Our team is dedicated to supporting the...
-
Fitness Shop Experience Professional
1 month ago
Santa Monica, California, United States Equinox Fitness Club Full timeAbout the Opportunity: We are looking for energetic, creative, and enthusiastic Retail Shop Associates to join the Equinox team. This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization.Job Description: As a Retail Shop Associate, you will provide a total and unparalleled customer experience to all...
-
Operations Leadership
2 weeks ago
Santa Monica, California, United States Veo - Operations Careers Full timeTransform the Future of Sustainable TransportationVeo - Operations Careers seeks a highly skilled Operations Manager to lead our innovative dockless micromobility program. As a key member of our team, you will play a vital role in ensuring efficient daily warehouse and field operations, strengthening local partnerships, and driving ridership.The ideal...
-
Customer Service and Sales Representative
4 weeks ago
Santa Monica, California, United States Equinox Fitness Club Full timeAbout Us: Equinox Group is a high-growth collective of the world's most influential, experiential, and differentiated lifestyle brands. We restlessly seek what is next for maximizing life - and boldly grow the lifestyle brands and experiences that define it.Our Story: At Equinox, we believe everyone has untapped potential within them and it takes a...
-
Support and Growth Associate
7 days ago
Santa Clara, California, United States Pakio, Inc Full timeAbout the RoleWe are seeking a talented Support and Growth Associate to join our team at Pakio, Inc. In this role, you will be responsible for expanding our company's marketing initiatives and managing partnerships and relationships with clients.This position requires a strong work ethic, creativity, and ability to think strategically. The ideal candidate...
-
Client Service Representative
4 weeks ago
Santa Barbara, California, United States Heather Stern Full timeAbout Heather SternWe are a dynamic and forward-thinking firm, dedicated to delivering exceptional financial solutions to our valued clientele.As a Client Service Associate at Heather Stern, you will play a pivotal role in providing outstanding support to our clients. You will collaborate closely with our team of wealth advisors and investment professionals...
-
Financial Partnerships Coordinator
5 days ago
Santa Rosa, California, United States Edward Jones Full time**Welcome to Edward Jones**We're a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.At Edward Jones, we believe in a human-centered approach as we partner for positive impact, to...
-
Client Experience Associate
4 weeks ago
Santa Ana, California, United States Style Netbox Full timeJoin us at Style Netbox as a Client Experience Associate, where you'll play a vital role in shaping the future of our brand partnerships. In this fast-paced, creative environment, you'll have the opportunity to grow professionally and develop your skills in customer service, teamwork, and problem-solving.About the JobYou'll be working closely with our team...
-
Residency Associate Director Position
1 week ago
Santa Cruz, California, United States CommonSpirit Health Full timeCommonSpirit Health seeks a dedicated and experienced Family Medicine Residency Associate Program Director to join our team. Located in the heart of California's Central Coast, we offer a unique opportunity to work with a diverse patient population and contribute to the growth and development of our residency program.About UsAs a leading healthcare provider,...
-
Santa Rosa, California, United States Hanna, Brophy, Maclean, Mcaleer & Jensen, LLP Full timeHanna Brophy, Maclean, Mcaleer & Jensen, LLP is seeking a skilled Workers' Compensation Defense Attorney to join our dynamic team. This opportunity offers the chance to work with a legacy firm that balances experience and technology to provide excellent client service.About Our FirmWe have 80 years of dedicated workers' compensation defense in California,...
-
Luxury Sales Associate
1 week ago
Santa Clara, California, United States CH Premier Jewelers Full timeJob DescriptionAt CH Premier Jewelers, we are seeking an exceptional individual to join our team as a Luxury Sales Associate. This role requires a person who can deliver an unparalleled client experience and exceed sales targets. The ideal candidate will have excellent communication skills, be results-oriented, and possess a strong understanding of luxury...
-
Santa Cruz, California, United States SkyBridge Healthcare Therapy Full timeAt SkyBridge Healthcare Therapy, we connect healthcare professionals through genuine relationships and quality work.We understand the demands of healthcare positions and strive to give back to those who give so much to their communities. Our partnerships with top-notch facilities ensure our healthcare professionals receive top-notch treatment every step of...