Jobs for client associate at Los Angeles

Job DescriptionWhat is the opportunity?Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our...

Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

Job Type Full Time Job Reference # 343368BR City Los Angeles Key Responsibilities Are you truly service oriented? Do you know how to take care of people? We’re looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of...

DescriptionThe Client Portfolio Associate is a key member of the Client Portfolio Management (CPM) group and broader sales teams, with a primary focus on portfolio analysis and competitive intelligence. The role develops differentiated insights on investment strategy positioning, performance, and relative value to strengthen sales engagement and enhance...

About AtticusAt any given time, 16 million Americans are experiencing a crisis that requires urgent help from our legal system or government. The right assistance could transform their lives. But today, most never get it.Atticus makes it easy for any sick or injured American to get life-changing aid. Our mission is to tear down barriers between people in...

 Manhattan West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt,...

Company DescriptionAt Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered growth solutions. Our mission is simple: to help individuals and companies unlock their full...

Commercial Term Lending Team Client Associate Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you're looking for! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending...

Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis.  Through regular interactions with clients, individuals in this role build trusted relationships.  Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills...

Client Service Associate, Account Processing Wedbush Securities is one of the largest securities firms andinvestment banks in the nation. We provide innovative financialsolutions through our Wealth Management, Capital Markets, Futures andAdvanced Clearing & Prime Services divisions. Headquartered inPasadena, California with over 100 offices and more than...

“I can be myself at work.”You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.  We intentionally seek diverse perspectives,...

IndieWire is seeking a driven and relationship-focused Client Success Associate to support  pre-, mid-, and post-sale support for entertainment and consumer accounts. The ideal candidate is nimble, creative, and thrives in a fast-paced environment.   You will work with the IndieWire sales, marketing, editorial, ad operations, and product teams to ensure...

**Role Overview:** Supports large outsourcing projects related to cross-border employment processes, including HR policies, benefits, taxes, and relocation services. Manages day-to-day services within the global HRS practice, coordinating with third-party providers and mentoring bilingual staff. Serves as a primary client contact for Japanese and Korean...

Company:MarshDescription:Associate Client AdvisorWe are seeking a talented individual to join our team at Marsh. This role will be based in Los Angeles, CA. This is a hybrid role that has a requirement of working at least three days a week in the office.This role supports the delivery of client advisory services on smaller, less complex books of business and...

Commercial Term Lending Team Client Associate Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you're looking for! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending...

Bel Air Investment Advisors, an advisory practice of Hightower, seeks a Client Service/Advisory Associate in Los Angeles to support the advisory team and ensure timely, accurate client service and investment execution. You will liaise with clients and internal teams to coordinate onboarding and ongoing activity.Ideal candidates bring experience in a similar...

About Lorygen Group Lorygen Group is committed to helping businesses build strong relationships through professional customer service, engagement, and business solutions. We value teamwork, communication, and continuous professional growth. Position Overview We are seeking a Client Service Associate to support client relationships and contribute to a...

Treasury Management Client Services Associate The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services. This role serves as a key point of contact for clients regarding Treasury Management product inquiries, onboarding support, and...

Capital Group in Los Angeles is seeking a Private Client Service Associate to serve as a primary client contact, handling inquiries by email and phone while coordinating with Practice and centralized operations teams.You will support PWAs business plan, help achieve sales and client retention goals, and collaborate with internal partners to prepare...