JobotNewClient Associate JobotClient AssociateLos Angeles, CA$80,000–$100,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A boutique wealth management firm specializing in serving professional athletes and high-net-worth clients is seeking a Client Associate to join its growing team.
JobotNewPrivate Client Services Attorney/Associate JobotPrivate Client Services Attorney/AssociateLos Angeles, CA$215,000–$290,000 / yearThe PCS practice offers an opportunity to gain expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families while developing personal, often multi-generational relationships with clients and their advisors. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Luther Lanard PCClient Relations Associate Luther Lanard PCClient Relations AssociateNewport Beach, CA$70,000–$85,000 / yearOur firm handles transactional and dispute matters for franchisees, and this role will get a chance to speak with clients on both ends of their franchisee lifecycle. This position is ideal if you are energized by talking to people, like to take ownership of your workflow, and want to be part of a growing team where your contributions directly impact the firm's success.
Jack Weir and Sons Inc.Sales & Client Experience Associate Jack Weir and Sons Inc.Sales & Client Experience AssociateBeverly Hills, CAYou’ll work closely with the Head of Sales and support all aspects of the sales cycle—from lead response and client outreach to virtual appointments and post-sale logistics. This is an opportunity to grow into a high-level sales professional, learning from one of the top performers in the business while delivering a world-class experience to our customers.
Wells Fargo & CoClient Associate Wells Fargo & CoClient AssociateLos Angeles, CA$27.88–$39.90 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.
Wells Fargo & CoRegistered Client Associate Wells Fargo & CoRegistered Client AssociateLos Angeles, CA$30.77–$45.67 / hourMay also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Bank of America CorpWealth Management Client Associate Bank of America CorpWealth Management Client AssociateIrvine, CA$25–$44 / hourHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Bank of America CorpRegistered Private Wealth Client Associate Bank of America CorpRegistered Private Wealth Client AssociateLos Angeles, CA$25–$44 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and FINRA.Shift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
D.A. Davidson & Co.Registered Client Associate D.A. Davidson & Co.Registered Client AssociatePasadena, CA$30–$32 / hourPrimary Qualifications: Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information.
JPMorgan Chase & CoClient Associate - Commercial Real Estate- Commercial Term Lending JPMorgan Chase & CoClient Associate - Commercial Real Estate- Commercial Term LendingIrvine, CAAs a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
East West Bancorp IncPremier Client Services Associate East West Bancorp IncPremier Client Services AssociatePasadena, CA$20–$27 / hourDaily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting (coordinate with Global Transaction Services), etc. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates potential for career advancement.
Andersen Tax LLCSenior Associate - Private Client Services Andersen Tax LLCSenior Associate - Private Client ServicesCosta Mesa, CASenior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and Proficient use of technology.
Andersen Tax LLCSenior Tax Associate - Private Client Services Andersen Tax LLCSenior Tax Associate - Private Client Serviceslos angeles, CAThe Role Senior Tax Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and Proficient use of technology.
AndersenSenior Tax Associate – Private Client Services AndersenSenior Tax Associate – Private Client ServicesCosta Mesa, California$100,000–$130,000 / yearThe Role: Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
East West BankSenior Premier Client Services Associate East West BankSenior Premier Client Services AssociatePasadena, California$20–$27 / hourDaily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.
TravisMathewPart Time Seasonal Client Associate - Huntington Beach, CA TravisMathewPart Time Seasonal Client Associate - Huntington Beach, CAHuntington Beach, CaliforniaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
TravisMathewSeasonal Client Associate - Fashion Island TravisMathewSeasonal Client Associate - Fashion IslandNewport Beach, CaliforniaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
GallagherClient Associate GallagherClient AssociateGlendale, CaliforniaThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.
TravisMathewSeasonal Client Associate - Del Amo CA TravisMathewSeasonal Client Associate - Del Amo CATorrance, CaliforniaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
UBS Group AGClient Associate UBS Group AGClient AssociatePasadena, CA$65,000–$75,000 / yearWe're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level.
TAG EisnerAmper, LLC (Inactive)Tax Senior Associate - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Associate - Private Client ServicesLos Angeles, CA$80,000–$115,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. The EisnerAmper Private Client Services Team connects family-owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
CIM Group IncAssociate, Institutional Client Group (APAC) CIM Group IncAssociate, Institutional Client Group (APAC)Los Angeles, CA$90,000–$100,000 / yearICG includes regional institutional sales teams across the Americas, EMEA, and APAC-primarily serving pension funds, sovereign wealth funds, and endowments-as well as the Financial Institutions Group (FIG), which serves major insurance companies and banks, and Global Consultant Relations (GCR), which works with investment consultants, OCIO providers, and other asset managers. Coordinate, support, and help host APAC client visits to the U.S. Contribute to a defined sales territory by managing CRM (Salesforce) data, actively overseeing the pipeline, and executing the overall sales strategy.
UBS Group AGRegistered Client Service Associate UBS Group AGRegistered Client Service AssociateBeverly Hills, CA$70,000–$80,000 / yearseries 7 and 66 licenses (for registered CSAs only) • ideally 3-5 years of experience in client service, within the finance sector • bachelors degree or equivalent, focusing on financial markets • excellent communicator, with solid interpersonal skills • detail-oriented (nothing gets past you) • proficient in Microsoft Office Suite. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Kayne Anderson RudnickSenior Investment Adviser Associate-Client Service Kayne Anderson RudnickSenior Investment Adviser Associate-Client ServiceLos Angeles, CaliforniaProvide comprehensive daily client service, including transaction processing, cash management, tax-related activities, charitable gifting, required minimum distributions, account maintenance, and custom reporting. Kayne Anderson Rudnick, headquartered in Los Angeles, is a well-respected wealth and asset management firm that manages over $50 billion in assets and employs more than 135 people across the United States.
East West BankNewFX Client Services Associate East West BankFX Client Services AssociatePasadena, California$20–$36 / hourOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: East West Bank is seeking a motivated FX Client Services (Operations) Associate to support post-trade foreign exchange activities.
Oppenheimer & Co. Inc.Registered Client Service Associate (Newport Beach or Los Angeles) Oppenheimer & Co. Inc.Registered Client Service Associate (Newport Beach or Los Angeles)Los Angeles, CA$55,000–$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Hub International LtdClient Service Associate, Employee Benefits Hub International LtdClient Service Associate, Employee BenefitsNewport Beach, CA$20–$26.44 / hourPOSITION SUMMARY: In the Client Service Associate role, the successful candidate thrives in a team environment supporting the Account Management Team with a high volume of administrative responsibilities, performing the following duties: Administrative support for the Account Management Team. SALARY: The expected salary range for this position is $20.00/hour to $26.44/hour and will be impacted by factors such as the successful candidate's skills, experience, education and licensing certifications, geographic location, approved salary budget, as well as the specific position's business line, complexity, scope and level.
Raymond James Financial IncRegistered Client Service Associate (Century City, CA) Raymond James Financial IncRegistered Client Service Associate (Century City, CA)Los Angeles, CA$45,000–$85,000 / yearEducation High School (HS) (Required) Work Experience General Experience - 7 to 12 months Certifications s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $45,000.00-$85,000.00 Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter * Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
TAG EisnerAmper, LLC (Inactive)Tax Experienced Staff Associate - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Experienced Staff Associate - Private Client ServicesPasadena, CA$78,000–$90,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. The EisnerAmper Private Client Services Team connects family-owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Tang and CompanyClient Service Associate Tang and CompanyClient Service AssociateTorrance, CAThe Client Service Associate will also possess strong customer service and problem-solving skills, technical knowledge or technical aptitude, strong listening and oral communication skills as well as team orientation organizational skills. OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate.
Green Hasson & Janks LLPClient Accounting and Advisory Services (CAAS) Senior Associate Green Hasson & Janks LLPClient Accounting and Advisory Services (CAAS) Senior AssociateLos Angeles, CA$81,500–$103,500 / yearOur firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
Rithum CorpClient Operations Associate Rithum CorpClient Operations AssociateCA$40,000–$60,000 / yearCompetitive time off package with 20 days of Paid Time Off, 9 Company-Paid holidays, 2 paid floating holidays, 7 paid sick days, 2 Wellness days, and 1 Paid Volunteer Day; at 3 years of service PTO increases to 22 days, and at 5 years it increases to 25 days. Rithum is the world's most trusted commerce network, accelerating how brands, suppliers, and retailers work together to deliver seamless e-commerce experiences.
Focus Financial PartnersNewSenior Associate, Client Advisor Focus Financial PartnersSenior Associate, Client AdvisorLos Angeles, CaliforniaThe Senior Associate plays a critical role in supporting client relationship management, investment implementation, and holistic wealth management efforts across multiple areas of client wealth such as estate, tax, cash flow, philanthropy and investments. . Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
United Talent AgencyAssociate, Client Accounting [Future Opportunities] United Talent AgencyAssociate, Client Accounting [Future Opportunities]Los Angeles, CaliforniaThe Associate, Client Accounting will be responsible for working closely with agents and assistants to capture timely and accurate booking information in a GAAP-compliant accounting environment. Meet with assigned agents regularly (1-2 times per month) and their assistants weekly to ensure complete and accurate booking data and reports.
Beacon Pointe Advisors LLCClient Service Associate Beacon Pointe Advisors LLCClient Service AssociateNewport Beach, CAThe Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate .
Royal Bank of CanadaRegistered Client Associate Royal Bank of CanadaRegistered Client AssociateEl Segundo, CA$49,500–$77,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.
Publicis Groupe SAAssociate Director, Client Management Publicis Groupe SAAssociate Director, Client ManagementLos Angeles, CA$90,000–$120,000 / yearUtilizing a network of over 1,000,000 social media influencers as a tactic for distribution, Influential runs both native and paid campaigns on Facebook, Instagram, Snapchat, Twitter, and YouTube for Fortune 500 brands including Walmart, McDonald's, Pepsi, Nestlé, General Mills, Toyota, Samsung, Sony Pictures and many more. Success in this role requires strong organizational skills, client-facing confidence, and the ability to manage multiple stakeholders in a fast-moving, matrixed environment.
Collaborative SolutionsClient Services Associate - Santa Ana, CA (Onsite) Collaborative SolutionsClient Services Associate - Santa Ana, CA (Onsite)Santa Ana, CaliforniaTeamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone’s efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
Wedbush Morgan SecuritiesRegistered Client Service Associate Wedbush Morgan SecuritiesRegistered Client Service AssociatePasadena, CAWe provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Our Pasadena office has an immediate need for a Registered Client Service Associate to support Financial Advisors and senior level management.
Creative Artists Agency LLCStrategic Client Advisory Associate, Motion Pictures Creative Artists Agency LLCStrategic Client Advisory Associate, Motion PicturesLos Angeles, CA$114,000–$150,000 / yearCreative Artists Agency (CAA) is the leading entertainment and sports agency, with global expertise in filmed and live entertainment, digital media, publishing, sponsorship sales and endorsements, licensing, media finance, consumer investing, fashion, trademark licensing, and philanthropy. The trailblazer of the agency business, CAA was the first to build a sports business, create an investment bank, launch a venture fund, found technology start-up companies, establish a philanthropic arm, build a business in China, and form a brand marketing services division, among other innovations.
GallagherAssociate Client Service Manager GallagherAssociate Client Service ManagerGlendale, California
Green Water & Power, LLCNewBusiness Development Associate/Client Account Manager - Solar Green Water & Power, LLCBusiness Development Associate/Client Account Manager - SolarLos Angeles, CA$75,000–$100,000 / yearPosition Overview: As a Business Development Associate/Client Account Manager at Green Water and Power, you will be instrumental in expanding our solar energy portfolio, focusing on commercial and industrial (C&I) greenfield projects, third-party operations and maintenance (O&M) service contracts, and solar land leasing. As an EVITP (Electric Vehicle Infrastructure Training Program) certified turnkey engineering, procurement, and construction (EPC) firm, we leverage our in-house expertise to efficiently manage and execute large-scale projects.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Mandarin Speaking - Irvine, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Mandarin Speaking - Irvine, CAIrvine, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Studio City, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Studio City, CAStudio City, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate- South Pasadena, CA- Mandarin Speaking JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate- South Pasadena, CA- Mandarin SpeakingSouth Pasadena, CASupport Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries • Support business unit operational procedures and compliance requirements (e.g. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan Beach, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan Beach, CAManhattan Beach, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
CIM Group IncAssociate, Client Engagement Group CIM Group IncAssociate, Client Engagement Grouplos angeles, CA$90,000–$110,000 / yearIn this position, you will play a key role in supporting CIM's Institutional (Global) Distribution Team in the Asia Pacific Region to attract capital to our funds while also supporting business development internationally. The Associate will own and facilitate day\u2010to\u2010day tasks and ensure clear and effective coordination and communication across the group and with internal client groups.
JPMorgan Chase & CoProject Manager Senior Associate - JPMorgan Private Client JPMorgan Chase & CoProject Manager Senior Associate - JPMorgan Private ClientLos Angeles, CAYou will collaborate with key partners across the Affluent segment and other lines of businesses using your strong communication and project management skills to deliver results and enhance the client experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Century City, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Century City, CALos Angeles, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate-Corona, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate-Corona, CACorona, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.