30 Results for

Client Associate Jobs in Los Angeles, CA

9465 WILSHIRE BOULEVARD:BEVERLY HILLS

City:.

United States of America

Work hours/week:.

29 days ago

Pasadena, CA

$30–$32 / hour

p>Primary 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.

30+ days ago

Los Angeles, CA

$34.62–$52.40 / hour

li>Execute 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.

15 days ago

El Segundo, CA

$49,500–$77,000 / year

p>The good-faith expected salary range for the Registered Client Associate $49,500 - $77,000 and the Investment Associate role is $55,000 - $88,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. Maintaining 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.

15 days ago

Pasadena, CA

$65,000–$75,000 / year

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.

About UBS: UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.

30+ days ago

Los Angeles, CA

$30.77–$45.67 / hour

li>May 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.

30+ days ago

El Segundo, CA

$49,500–$77,000 / year

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.

29 days ago

Beverly Hills, CA

$70,000–$80,000 / year

p>• series 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.

30+ days ago

Beverly Hills, CA

$30.77–$45.67 / hour

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. Execute functions for the FA(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.

15 days ago

Los Angeles, CA

$27.88–$39.90 / hour

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. 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.

21 days ago

Los Angeles, CA

$25–$44 / hour

Responsibilities: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.

24 days ago

El Segundo, CA

p>As 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.

30+ days ago

Newport Beach, CA

$65,000–$75,000 / year

p>• series 7 and 66 licenses • ideally 5 years of experience in client service, within the finance sector • bachelor degree preferred • excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite.

Detailed salary information:

• Newport Beach: the salary range for this role is $65,000 to $75,000 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.

30+ days ago

Pasadena, CA

$30.77–$35.90 / hour

p>California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Collaborate and work closely with Private Client team to ensure a seamless new business process regarding proposals, account reviews, creating executive reviews or schedules of insurance so the producer is prepared to present to the client.

29 days ago

Huntington Beach, California

Inspired 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.

30+ days ago

Glendale, California

If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview:

As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. The 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.

25 days ago

Torrance, California

30+ days ago

Irvine, California

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.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

25 days ago

Los Angeles, CA

$115,000–$160,000 / year

Responsibilities:Leads the service delivery model and wealth management banking strategy of respective markets to drive business growthHires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client serviceSupervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch auditOversees the client service experience and reviews the approval of new client accountsLeads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goalsManagerial Responsibilities:This position may also have responsibilities for managing associates. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs.

30+ days ago

Beverly Hills, CA

$55,000–$88,000 / year

Maintaining 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. Strong customer service skills with the ability to continually maintain and build relationships, being detail-oriented, possessing outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment.

16 days ago

San Fernando, CA

$24–$27 / hour

What You'll Do Deliver direct ABA therapy to children in home and community settings Assist with Functional Behavior Assessments (FBAs) under BCBA guidance Support development and implementation of individualized ABA programs Collect, analyze, and document behavioral data and session notes Model best practices and provide clinical support to Behavior Technicians Participate in individual and group supervision to accrue BCBA hours Coach caregivers on evidence-based behavioral strategies Collaborate with BCBAs and regional clinical leaders to ensure treatment fidelity Attend trainings, team meetings, and mentorship opportunities How Success Is Measured Success in this role is defined by: Consistent skill development and clinical growth Strong engagement in supervision and feedback Ethical, compassionate, and data-driven practice Effective collaboration with supervisors, technicians, and families Progress toward BCBA certification milestones ____ Qualifications Completed at least 9 hours of ABA coursework units as part of a Masters Degree programExperience delivering ABA services to children with autism or developmental disabilities Interest in supervision, mentorship, and clinical leadership Strong organizational and communication skills Commitment to ethical, assent-based careReliable transportation and ability to travel locally ____ Why CAS Is Different We intentionally design mid-level home-based roles that: Provide structure and supervision - not isolation Protect learning while building real competence Create clear, supported pathways to BCBA roles Invest in clinicians early and intentionally ____ Not Ready to Make the Jump - but Know Someone Who Is? Prospect Mundelein Naperville New Lenox North Aurora North Chicago Northbrook Oak Brook Oak Forest Oak Lawn Oak Park Oaklawn O'Fallon Orland Park Oswego Palatine Pana Plainfield Plano Posen Prospect Heights Richton Park Rockford Romeoville Roselle Round Lake Roxana Saint Anne Saint Charles Sangamon Schaumburg Schiller Park Shabbona Shorewood Skokie Smithton South Holland Southwestern area St.

22 days ago

Irvine, CA

$33–$37 / hour

Prospect Mundelein Naperville New Lenox North Aurora North Chicago Northbrook Oak Brook Oak Forest Oak Lawn Oak Park Oaklawn O'Fallon Orland Park Oswego Palatine Pana Plainfield Plano Posen Prospect Heights Richton Park Rockford Romeoville Roselle Round Lake Roxana Saint Anne Saint Charles Sangamon Schaumburg Schiller Park Shabbona Shorewood Skokie Smithton South Holland Southwestern area St.

ABA ServicesBehavioral/Autism SupportCorporate ServicesMental Health ServicesNursing/Support ServicesOther Teaching ServicesSchool Psychology ServicesSchools, Clinic & Community ServicesSpecial Education TeachingSpecial Education Teaching ServicesSupervision JobsTherapy Services.

16 days ago

Pasadena, CA

$27.50–$32.50 / hour

Qualifications: Master's degree in Counseling, Social Work, Psychology, or related field from an accredited institution Registered or in process of registering with the California BBS as an AMFT, ACSW, or APCC Minimum of 20 hours of availability per week; full-time caseloads also available Experience working with children, adolescents, and/or families preferred Strong written and verbal communication skills Valid CA driver's license and reliable transportation Ability to travel between schools, homes, and community locations throughout the day Bilingual applicants are strongly encouraged to apply Schedule & Work Environment: This is a field-based position that requires travel throughout the day to client homes, schools, and community sites (e.g., libraries, parks, recreation centers). Prospect Mundelein Naperville New Lenox North Aurora North Chicago Northbrook Oak Brook Oak Forest Oak Lawn Oak Park Oaklawn O'Fallon Orland Park Oswego Palatine Pana Plainfield Plano Posen Prospect Heights Richton Park Rockford Romeoville Roselle Round Lake Roxana Saint Anne Saint Charles Sangamon Schaumburg Schiller Park Shabbona Shorewood Skokie Smithton South Holland Southwestern area St.

22 days ago

Santa Clarita, CA

$26–$33 / hour

What You'll Do Deliver direct ABA therapy to children in home and community settings Assist with Functional Behavior Assessments (FBAs) under BCBA guidance Support development and implementation of individualized ABA programs Collect, analyze, and document behavioral data and session notes Model best practices and provide clinical support to Behavior Technicians Participate in individual and group supervision to accrue BCBA hours Coach caregivers on evidence-based behavioral strategies Collaborate with BCBAs and regional clinical leaders to ensure treatment fidelity Attend trainings, team meetings, and mentorship opportunitiesHow Success Is Measured Success in this role is defined by: Consistent skill development and clinical growth Strong engagement in supervision and feedback Ethical, compassionate, and data-driven practice Effective collaboration with supervisors, technicians, and families Progress toward BCBA certification milestones ____ Qualifications Enrolled in or recently completed a Masters program in ABA or a related field Registered Behavior Technician (RBT) in good standing Experience delivering ABA services to children with autism or developmental disabilities Interest in supervision, mentorship, and clinical leadership Strong organizational and communication skills Commitment to ethical, assent-based care Reliable transportation and ability to travel locally ____ Why CAS Is Different We intentionally design mid-level home-based roles that: Provide structure and supervision- not isolation Protect learning while building real competence Create clear, supported pathways to BCBA roles Invest in clinicians early and intentionally ____ Not Ready to Make the Jump - but Know Someone Who Is? What You'll Do Deliver direct ABA therapy to children in our brand new San Jose CenterConduct parent/caregiver education and assist in functional behavior assessments (under BCBA guidance) Design individualized ABA programs using evidence-based practices, including Naturalistic Developmental Behavioral Interventions Collect and analyze behavioral data, complete session documentation, and assist with case management Provide clinical support and model best practices for entry-level Behavior Technicians Participate in individual and group supervision with a designated BCBA to accrue required hours toward certification Collaborate with the clinical team to ensure treatment fidelity and goal alignment across clients Attend training sessions, team meetings, and mentorship opportunities to support your ongoing growth Who You Are Enrolled in or recently completed a Masters program in Applied Behavior Analysis (ABA) or a related field Registered Behavior Technician (RBT) in good standing (required) Experience delivering ABA services with children diagnosed with autism or developmental disorders .

7 days ago

Los Angeles, CA

$365,000–$415,000 / year

Salary: $260,000 - $390,000 Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation. Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation.

5 days ago

Los Angeles, CA

$365,000–$415,000 / year

5 days ago

Los Angeles, CA

$365,000–$415,000 / year

5 days ago

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.

The indicative gross base salary range as a full-time equivalent role:

United States - California - Pasadena min USD 75000 - max USD 85000 /annum.

21 days ago

El Segundo, CA

$92,000–$145,000 / year

Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.

10 days ago

Brea, California

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US - CA - Brea - Non BAC Address - 275 Valencia Ave - Brea Center - Rs (CA7999), US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - San Francisco - 245 Winston Dr - STONESTOWN BC (CA5110), US - CA - San Francisco - 315 Montgomery St - 315 Montgomery (CA5704), US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813), US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - WA - Spokane - 601 W Riverside Ave - Spokane Financial Center (WA2141). 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.

10 days ago

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Client Associate Jobs in Los Angeles, CA

Client Associate/Registered Client Associate Royal Bank of Canada

Registered Client Associate D.A. Davidson & Co.

Senior Registered Client Associate Wells Fargo & Co

Registered Client Associate/Investment Associate Royal Bank of Canada

Registered Client Associate UBS Group AG

Registered Client Associate Wells Fargo & Co

Registered Client Associate Royal Bank of Canada

Registered Client Service Associate UBS Group AG

Senior Client Associate Wells Fargo & Co

Client Associate Wells Fargo & Co

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Associate Clinical Supervisor The Stepping Stones Group LLC

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