Wells Fargo & CoNewSenior Client Associate Wells Fargo & CoSenior Client AssociateBeverly Hills, CA$30.77–$45.67 / 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 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.
JPMorgan Chase & CoClient Associate - Commercial Real Estate- Commercial Term Lending JPMorgan Chase & CoClient Associate - Commercial Real Estate- Commercial Term LendingEl Segundo, 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.
Royal Bank of CanadaNewRegistered Client Associate/Investment Associate Royal Bank of CanadaRegistered Client Associate/Investment AssociateEl Segundo, CaliforniaThe 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.
UBS Group AGClient Associate UBS Group AGClient AssociateWestlake Village, CA$60,000–$70,000 / yearDetailed salary information: • Westlake Village: the salary range for this role is $60,000 to $70,000 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. For benefits information, please visit ubs.com/usbenefits., • excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite.
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.
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.
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.
Dimensional Fund AdvisorsSenior Associate, Global Client Group (Independent Advisor Group) Dimensional Fund AdvisorsSenior Associate, Global Client Group (Independent Advisor Group)Santa Monica, CA$95,000–$140,000 / yearFor this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $95,000 - $140,000. This Senior Associate role will support Regional Directors in business development and client services activities for our financial advisor clients across the west coast.
Hub International LtdClient Service Associate, Employee Benefits Hub International LtdClient Service Associate, Employee BenefitsEncino, 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.
Hub International LtdClient Service Associate, Entertainment Hub International LtdClient Service Associate, EntertainmentEncino, CAThe expected salary range for this position is $50,000 - $65,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.
Hub International InsuranceClient Service Associate, Entertainment Hub International InsuranceClient Service Associate, EntertainmentEncino, CaliforniaThe expected salary range for this position is $50,000 - $65,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.
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 - 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 & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Tarzana, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Tarzana, CATarzana, 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 - Sherman Oaks, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Sherman Oaks, CASherman Oaks, 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.
Dimensional Fund AdvisorsAssociate, Global Client Group (Independent Advisor Group) Dimensional Fund AdvisorsAssociate, Global Client Group (Independent Advisor Group)Santa Monica, CA$81,000–$118,000 / yearFor this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $81,000 - $118,000. Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
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.
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.
California Bank & TrustClient Service Associate (Teller)- Encino Los Angeles, CA California Bank & TrustClient Service Associate (Teller)- Encino Los Angeles, CAEncino, CA$26–$29 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Green Water & Power, LLCBusiness Development Associate/Client Account Manager – Solar Green Water & Power, LLCBusiness Development Associate/Client Account Manager – SolarVan Nuys, CA$75,000–$100,000Position 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.
Morgan StanleyRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociateWoodland Hills, 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).
Morgan StanleySenior Registered Client Service Associate Morgan StanleySenior Registered Client Service AssociateSanta Monica, 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. 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.
Morgan StanleyClient Service Associate Morgan StanleyClient Service AssociateBeverly Hills, 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. 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.
Morgan StanleyPrivate Wealth Management Senior Registered Client Service Associate Morgan StanleyPrivate Wealth Management Senior Registered Client Service AssociateBeverly Hills, 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. ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Morgan StanleyRegistered Client Service Associate - Part Time, Morgan StanleyRegistered Client Service Associate - Part Time,Santa Monica, 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 - arent just beliefs, they guide the decisions we make every day to do whats 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).
JPMorgan Chase Bank, N.A.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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Sherman Oaks, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Sherman Oaks, CASherman Oaks, 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan Beach, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan Beach, CAManhattan Beach, 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.
Ameriprise Financial IncClient Service Associate Ameriprise Financial IncClient Service AssociateWestlake Village, CA$28.75–$34.51 / hourActivities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client's overall experience, we invite you to take your career to the next level by applying to join our team today!
Citigroup IncClient Experience Associate SAFE ACT, Assistant Vice President Citigroup IncClient Experience Associate SAFE ACT, Assistant Vice PresidentBeverly Hills, CA$94,000–$141,000 / yearThey ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, Account Opening and product partners) to fulfill client requests.
Monarch Beauty AcademyStudent & Client Services Associate Monarch Beauty AcademyStudent & Client Services AssociateValencia, CAMonarch Beauty Academy isn’t just a school—it’s where future beauty pros are made. We’re looking for someone who can run the front desk like a boss while keeping the energy upbeat and welcoming.
Wells Fargo & CoAssociate Relationship Manager Wells Fargo & CoAssociate Relationship ManagerWoodland Hills, CAReview, understand, and participate in offering the full suite of solutions offered by Wells Fargo to commercial clients to meet low to moderately complex risk needs that may require an in-depth evaluation by engaging product organizations to develop client specific solutions and leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions. Participate in the structuring, modification, and renewal of low to moderately complexity cash flow, real estate loans, and other industry-specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute complex transactions.
Cooley LLPAssociate Director of Integrated Content Marketing Cooley LLPAssociate Director of Integrated Content MarketingSanta Monica, CA$185,000–$225,000 / yearPosition summary: As a member of the Marketing and Business Development Department, and under the direction of the Director, Integrated Content Marketing, the Associate Director of Integrated Content Marketing leads firm-wide, audience-driven global content strategy and editorial direction to elevate the firm's reputation through distinctive content. In partnership with the Director, Integrated Content Marketing, this role helps evolve the content function into a journalistic entity that provides business and legal leaders with the legal insights they need to navigate a rapidly changing business, technology and regulatory landscape.
Leerink PartnersInvestment Banking Associate Leerink PartnersInvestment Banking AssociateSanta Monica, CaliforniaLeerink Partners is a leading investment bank providing a complete suite of financial solutions comprising M&A advisory, equity, debt, and derivative capital markets, equity research, and sales and trading capabilities. The successful candidate will provide support to senior bankers in executing M&A and financing transactions for clients across the life sciences tools and diagnostics vertical.
Royal Bank of CanadaInvestment Associate Royal Bank of CanadaInvestment AssociateBeverly Hills, CaliforniaMaintaining 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.