Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesCosta Mesa, California$132,000–$190,100 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (i.e. CPA or JD); Strong organizational and leadership skills to enhance project management and client service; Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Manager - Private Client Services AndersenSenior Manager - Private Client ServicesCosta Mesa, California$175,000–$210,000 / yearThe Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (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.
NewAssociate Trader CAPTRUSTAssociate TraderCosta Mesa, California$85,000–$95,000 / yearWorking alongside experienced Traders, Portfolio Managers, and Wealth Advisors, the successful candidate will gain broad exposure to the investment management process, including portfolio construction, asset allocation, rebalancing, trade execution, fixed income portfolio management, and equity research. This role provides a unique opportunity to develop real-world investment experience within a leading wealth management and investment advisory firm while building the analytical and technical skills necessary for long-term success in the investment industry.
NewSenior Associate, Restructuring Alvarez & Marsal North America, LLCSenior Associate, RestructuringLos Angeles, CAFull timeAs a Restructuring & Turnaround Senior Associate, you will have the opportunity to work alongside professionals recognized as authorities across a diverse set of industries, and with the guidance of the most talented restructuring practitioners, you will drive changes that preserve and create value, impacting the world's most recognized organizations, and their people. Working as a partner to our clients by building consultative relationships, you will develop an in-depth understanding of the client's processes, financial positions and key operational performance drivers to surface and address key issues, from the big picture to the smallest details.
NewLitigation Associate Attorney Plante Huguenin Launi Kahn LLPLitigation Associate AttorneyIrvine, CA$130,000–$190,000 / yearFull timeIn addition to base salary, associates participate in a monthly bonus program that rewards billable hours recorded above target in a given month, according to the following schedule: Monthly Billable Hours . Signing bonus equal to 10% of your annual base salary for direct applicants (not available to candidates submitted through a recruiter or staffing agency), subject to the terms of your offer letter and a separate signing bonus agreement.
NewGlobal Executive & Private Client Group (GEPC) Senior Associate (NYM) KPMGGlobal Executive & Private Client Group (GEPC) Senior Associate (NYM)Los Angeles, CA$81,130–$164,565 / yearServe as a central point of contact and primary client interface related to supporting Japanese and non-Japanese executives and their families relocating to the U.S. for three-to-four- year international assignments; services include working directly with various client business leaders to help ensure the employee transfers are successful and the related HR support services are provided in a comprehensive and holistic manner. Working knowledge of employment- based compensation arrangements and compliance processes, including helping with gathering the information to support international transfers, supporting and working with various third-party providers to assist in gathering all the necessary documents to support the transfer, and providing translation services as needed.
NewExperienced Senior Associate, Korean Tax Practice KPMGExperienced Senior Associate, Korean Tax PracticeLos Angeles, CA$81,130–$164,565 / yearWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, R&D Tax Credits (AMCS) KPMGSenior Associate, R&D Tax Credits (AMCS)Irvine, CA$85,025–$172,615 / yearResponsibilities: Work with multi-disciplinary teams to conduct research and development (R&D) tax credit consulting services, including leading client interviews and discussions, performing tax technical research and developing business and industry expertise. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewTax Senior Associate, Corporations & Provisions KPMGTax Senior Associate, Corporations & ProvisionsLos Angeles, CA$81,130–$164,565 / yearWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, SAP S4 Public Cloud Professional Services Automation (PSA) KPMGSenior Associate, SAP S4 Public Cloud Professional Services Automation (PSA)Los Angeles, CA$97,755–$204,585 / yearExperience supporting at least one full lifecycle SAP implementation focused on Solution Order Management, Subscription Billing, Service Contracts, and Professional Services Automation, with ability to contribute to workshops, assist in defining business-centric solutions, and support integration with related modules such as Sales, Finance, and Service Delivery. Support business development efforts by contributing to proposal content, solution design, and client presentations that align SAP S/4HANA Public Cloud Solution Order and PSA capabilities with hybrid business model transformation objectives; provide informal guidance and support to junior team members on Solution Order and PSA engagements, contributing to team development and performance.
NewAssociate, Infrastructure Project Advisory (Construction/Engineering) KPMGAssociate, Infrastructure Project Advisory (Construction/Engineering)Los Angeles, CA$73,150–$145,015 / yearBachelor's degree or masters' degree in Engineering, Architecture, Building Science, Construction Management, or a related field from an accredited college or university; Professional Engineer, Project Management, Certified Construction Manager, Certified Public Accountant, American Institute of Architects, or other professional certification is preferred. Demonstrated client coordination and subcontractor management for full life cycle construction projects including planning and work breakdown structures, pre-construction services, sourcing and procurement of contracts, contract administration, scheduling, cost estimating, quality management, project reporting, and project closeout.
NewAssociate, Tax GMS - Business Analyst KPMGAssociate, Tax GMS - Business AnalystIrvine, CA$67,450–$125,925 / yearUnderstand and adhere to IT policies and procedures; work with teams and Analysis Services team members to ensure adherence on individual efforts; expected to understand, identify and work through issues across efforts. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewTax Senior Associate, Operating Partnerships KPMGTax Senior Associate, Operating PartnershipsIrvine, CA$81,130–$164,565 / yearResponsibilities: Provide tax consulting and compliance services to operating partnerships for a variety of clients including, but not limited to Fortune 100 companies, private equity portfolio companies, and family offices. Work as part of a multi-disciplinary team, including compliance centers, BTS, SALT,and International Mergers and Acquisitions, focused on high quality operating partnership consulting and reporting, including technology design and industry knowledge.
NewSenior Associate, Forensic Technology KPMGSenior Associate, Forensic TechnologyLos Angeles, CA$88,160–$162,035 / yearBachelor's degree in computer science, engineering, digital forensics, or equivalent from an accredited college or university is required; relevant training or certifications in the field, such as GIAC (GIME, GCFE, GCFA, GASF), IACIS (CFCE), Magnet (MCME), 13Cubed (IME Gold, ILD Gold), Cellebrite (CCME, CAAF, CAFF, CAIF), or Hexordia (HMAC). If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewSenior Associate, Financial Due Diligence KPMGSenior Associate, Financial Due DiligenceLos Angeles, CA$90,630–$184,920 / yearCreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
NewSenior Associate, ServiceNow ITSM KPMGSenior Associate, ServiceNow ITSMLos Angeles, CA$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
NewSenior Associate, Infrastructure Project Advisory (Construction/Engineering) KPMGSenior Associate, Infrastructure Project Advisory (Construction/Engineering)Los Angeles, CA$83,410–$168,590 / yearKnowledge in various phases of construction including planning and work breakdown structures, pre-construction services, sourcing and procurement of contracts, contract administration, scheduling, cost estimating, quality management, project reporting, and project closeout. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewSenior Associate, Financial Due Diligence- Healthcare & Life Sciences KPMGSenior Associate, Financial Due Diligence- Healthcare & Life SciencesLos Angeles, CA$90,630–$184,920 / yearCreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
NewSenior Associate, ServiceNow KPMGSenior Associate, ServiceNowLos Angeles, CA$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
NewSenior Associate, Privileged Access Management Delivery Engineer KPMGSenior Associate, Privileged Access Management Delivery EngineerLos Angeles, CA$95,855–$208,265 / yearImplement and maintain PAM capabilities including privileged credential management, session management, just-in-time access, and endpoint management (EPM)components; implement automated integration across adjacent security solutions (for example: Crowdstrike, SIEM solutions, ServiceNow); automate PAM tasks using scripting and APIs (such as PowerShell, Python, REST, and others) and integrate with enterprise platforms (that is, Active Directory, IdPs, ITSM platforms, SIEM platforms, and more). Hands on experience with Privileged Access Management delivery and engineering, with specific experience using CyberArk On-Prem and SaaS solutions; additional experience with secrets management platforms (that is, Conjur, HashiCorp) and other PAM platforms (such as Delinea, BeyondTrust) preferred.
Associate - Trial & Defense (California) Pernini Recruiting CompanyAssociate - Trial & Defense (California)Los Angeles, CA$135,000–$150,000 / yearThis position offers the opportunity to defend a broad range of complex product liability matters (environmental, asbestos, talc, etc.) and commercial disputes, working with policyholders, brokers, London Market and other domestic and international insurers in this space and in relation to other latent type insurance claims. Location: California - Los, Angeles, San Francisco, Irvine HYBRID Our client, a leading international law firm , is seeking a skilled Litigation Associate Attorney to join its dynamic Trial & Defense Practice Group .
Associate - Trial & Defense (Los Angeles, CA) Pernini Recruiting CompanyAssociate - Trial & Defense (Los Angeles, CA)Los Angeles, CA$155,000–$175,000 / yearComprehensive Benefits Package : Includes medical, dental, and vision coverage; retirement plan with immediate vesting; performance-based bonuses; student loan repayment assistance; generous paid time off; hybrid work flexibility; wellness stipend and dedicated wellbeing day; inclusive parental leave; professional development and mentorship programs; referral bonuses; and additional lifestyle and wellbeing benefits. Litigation & Dispute Resolution Practice Group Location: California - Los Angeles HYBRID Our client, a leading international law firm , is seeking a skilled Litigation Associate Attorney to join its dynamic Trial & Defense Practice Group .
Business Litigation Associate Attorney - Los Angeles Pernini Recruiting CompanyBusiness Litigation Associate Attorney - Los AngelesLos Angeles, CA$195,000–$215,000 / yearExcellent communication, interpersonal, and presentation skills , with a demonstrated ability to work collaboratively and independently, on high-exposure trial matters in an environment where drive and client service are valued. Attorneys in this group benefit from hands-on experience, partner access, and a platform that supports long-term development and career advancement within a nationally respected business litigation practice .
Senior Associate Attorney - Specialty (Insurance Coverage) Pernini Recruiting CompanySenior Associate Attorney - Specialty (Insurance Coverage)Los Angeles, CA$200,000–$235,000 / yearFor associates looking to build a long-term career at the intersection of litigation and insurance law, this role provides meaningful responsibility, early client interaction, and the opportunity to work on high-profile matters within a supportive and high-performing practice . The work includes commercial general liability, commercial property (including business interruption and environmental matters), errors and omissions claims involving attorneys, agents, and accountants, as well as directors and officers' coverage.
Business Litigation Junior Associate Attorney - Los Angeles Pernini Recruiting CompanyBusiness Litigation Junior Associate Attorney - Los AngelesLos Angeles, CA$180,000–$215,000 / yearExcellent communication, interpersonal, and presentation skills , with a demonstrated ability to work collaboratively and independently, on high-exposure trial matters in an environment where drive and client service are valued. Attorneys in this group benefit from hands-on experience, partner access, and a platform that supports long-term development and career advancement within a nationally respected business litigation practice .
Junior Litigation Associate MUELLER CHRISTENSEN LLPJunior Litigation AssociateLake Forest, CA$140,000–$150,000 / yearYou will be in the work, drafting discovery, preparing for depositions, arguing routine motions, and building the skills that take years to develop at larger firms. Mueller Christensen LLP is looking for a Junior Litigation Associate with 2+ years of experience, someone early in their career who is hungry for real litigation work, not a paper-shuffling apprenticeship.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateIrvine, CAUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
J.P. Morgan Advisors - Senior Client Associate - Newport Beach, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Newport Beach, CANewport Beach, CAFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
NewRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociatePasadena, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateLos Angeles, CaliforniaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
NewSenior Client Associate IMA Financial GroupSenior Client AssociateAnaheim, CaliforniaESSENTIAL JOB DUTIES include but are not limited to: Provides advanced operational and client support across complex lifecycle needs, including renewals, client presentations, and carrier coordination of materials & contracts. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CALa Habra, CAFull timeAid 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Studio City, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Studio City, CAStudio City, CAFull timeAid 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.
NewAssociate Client Manager The IMA Financial Group IncAssociate Client ManagerPasadena, CA$70,000–$75,000 / yearIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
Associate, Client Services - 2027 Start Dates Third BridgeAssociate, Client Services - 2027 Start DatesLos Angeles, CA$96,000–$127,000 / yearBy submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Client Onboarding Implementation Manager Senior Associate JPMorgan Chase Bank, N.A.Client Onboarding Implementation Manager Senior AssociateIrvine, CAFull timeChase 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. As a Client Onboarding Implementation Senior Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business.
NewClient Portfolio Associate DoubleLine Income Solutions FundClient Portfolio AssociateLos Angeles, CA$110,000–$130,000 / yearPartner with CPMs, Product Specialists, and investment teams to produce high-quality, data-driven fund and investment-related content for sales teams and client materials (e.g., client presentations, chart creation, commentaries, and analytics). Conduct in-depth portfolio analysis to support Client Portfolio Managers and distribution teams, including performance attribution, portfolio positioning, and key risk and return drivers across investment strategies.
Senior Investment Adviser Associate-Client Service Virtus Investment Partners IncSenior Investment Adviser Associate-Client ServiceLos Angeles, CA$72,000–$95,000 / yearCompetitive Pay • Medical, Dental, and Vision Insurance • Life and Disability Insurance • Health Savings Account with a Company Match • Flexible Spending Accounts including Dependent Care • Wellness Program • Tuition Reimbursement • 24-Hour Employee Assistance Program • Adoption Assistance • Paid Family Care Time • Paid Volunteer days • Gym onsite • Paid Parking • Fully stocked kitchen - lunch provided. • Provide comprehensive daily client service, including transaction processing, cash management, tax-related activities, charitable gifting, required minimum distributions, account maintenance, and custom reporting.
Licensed Client Service Associate - CITY OF INDUSTRY Citigroup IncLicensed Client Service Associate - CITY OF INDUSTRYCA$74,390–$103,810 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.
NewInsurance Litigation Associate - Growth & Client Exposure Everest Search Partners LLCInsurance Litigation Associate - Growth & Client ExposureLos Angeles, CAIdeal candidates will possess strong independent management skills while thriving in a team-oriented atmosphere.#J-18808-Ljbffr. This role is perfect for an attorney with 3–5 years of litigation experience who seeks meaningful client exposure and a collaborative team environment.
Client Service Associate Wedbush SecuritiesClient Service AssociateLos Angeles, CA$55,000–$75,000 / yearProvide technical and operational support on the FIS Phase 3 system and CDM payout interface, guiding new clients through account setup, money movement, and regulatory forms. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions.
NewClient Service Senior Associate JPMorgan Chase Bank, N.A.Client Service Senior AssociateIrvine, CAFull timeInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Senior Associate, Fund/Client Accounting The Bank of New York Mellon CorpSenior Associate, Fund/Client AccountingLos Angeles, CA$56,000–$102,000 / yearIn this role, youll make an impact in the following ways: Conduct accounting services for assigned clients, including determining net asset values, calculating fund performance, and preparing reports. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
NewWealth Planning Associate & Client Services Kestra Financial Independent AdvisorWealth Planning Associate & Client ServicesCypress, CAThis role focuses on client relationship management, supporting the Lead Advisor, and requires strong understanding of the financial services industry. A growing wealth planning firm in Cypress, California, seeks an Associate/Service Wealth Advisor.
NewAssociate Wealth Advisor - Client Growth & Planning 130 Raymond James Financial ServicesAssociate Wealth Advisor - Client Growth & PlanningBrea, CABlunt Wealth Services is seeking an Associate Wealth Advisor to manage day-to-day client relationships and investment requests. Requirements include a Bachelor's degree, Series 7 & 66 licenses (or equivalent), and at least 1 year of client relationship experience in financial services.
Client Services Associate - Santa Ana, CA (Onsite) Collectors Universe, Inc.Client Services Associate - Santa Ana, CA (Onsite)Santa Ana, CATeamwork- 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.
Private Wealth Management Client Service Associate Morgan StanleyPrivate Wealth Management Client Service AssociateLos Angeles, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Client Experience Associate AtticusClient Experience AssociateLos Angeles, CaliforniaRemoteThis is a rare opportunity to join a startup that has strong traction (substantial funding, well-respected backers, tremendous growth, and many happy customers) but is still small enough that you can have a huge impact and play a role in shaping our culture. You'll become an expert on a complex and interesting field, learn to rapidly navigate our internal tech platforms and tools (Salesforce, etc.), and help hundreds of ordinary people (each with a unique story) every week.
Client Service Associate (FARS) Morgan StanleyClient Service Associate (FARS)Los Angeles, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Balenciaga | Sales & Client Advisor | Rodeo Drive Kering GroupBalenciaga | Sales & Client Advisor | Rodeo DriveBeverly Hills, CA$22–$26 / hourThis considers the wide range of factors that are considered in making compensation decisions; including but not limited to business or organizational needs, skill sets, experience and training, licensure, and certifications. Founded by Spanish-born Cristóbal Balenciaga in 1917 and established in Paris in 1937, the original House of Balenciaga defined modern couture with its many innovations to form and technique.