718 Results for

Client Service Associate Jobs in Beverly Hills, CA

Jobs

Los Angeles, CA7 days ago

$215,000–$290,000 Per Year

The 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.

Pasadena, CA7 days ago

$80,000–$100,000 Per Year

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. 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.

Cerritos, CA7 days ago

$150,000–$200,000 Per Year

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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Los Angeles, CA23 days ago

$146,000–$200,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.

Los Angeles, CA26 days ago

$136,000–$165,000 Per Year

A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

Los Angeles, CA7 days ago

Remote

$115,000–$195,000 Per Year

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. My client is seeking to add an Associate Attorney to our Toxic Tort practice group in any of our four California offices (San Francisco, Walnut Creek, Los Angeles and Irvine).

Los Angeles, CA7 days ago

$160,000–$225,000 Per Year

Previous experience should include managing up to 20 cases at once, taking and defending depositions, appearance in court, motion, and discovery drafting; mediation and trial experience a huge plus; experience mentoring junior Associates a huge plus. 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.

New!

Los Angeles, CA5 days ago

$130,000–$170,000 Per Year

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. The ideal candidate will have a proven track record in managing complex litigation cases, demonstrating exceptional legal research and writing skills, and providing top-notch client service.

Beverly Hills, CA7 days ago

$90,000–$150,000 Per Year

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. Provide legal representation to clients in Family Law, including child custody, divorce, child and spousal support, depositions, and other related areas.

New!

Los Angeles, CA6 days ago

$240,000–$290,000 Per Year

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. The environment is fast-paced, team-oriented, and best suited for attorneys who enjoy managing multiple moving pieces while working closely with clients, colleagues, and opposing counsel.

Los Angeles, CA7 days ago

$235,000–$260,000 Per Year

With more than 1,600 attorneys in 30+ offices, the firm serves clients in all major industry sectors, with particular depth in energy, financial services, health care and life sciences, insurance and reinsurance, private equity, and real estate. 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.

Glendale, CA7 days ago

$100,000–$200,000 Per Year

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. Key Responsibilities: Case Management: - Manage and oversee workers' compensation defense cases, including pre-trial investigations, discovery, motions practice, and trial preparation.

Los Angeles, CA7 days ago

$150,000–$250,000 Per Year

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. The successful candidate will be responsible for providing legal services to a broad range of public entities, including cities, counties, and special districts.

Los Angeles, CA7 days ago

$250,000–$325,000 Per Year

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. Their platform combines large-scale, permission-based consumer insights with advanced analytics to measure how advertising and digital experiences influence real customer decisions.

Los Angeles, CA7 days ago

Remote

$115,000–$195,000 Per Year

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. The firm's expertise is diverse but focused in the areas of toxic tort, complex product liability, local government, general liability, and commercial litigation.

New!

Brea, CA6 days ago

$165,000–$200,000 Per Year

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. Managing a diverse caseload of public agency litigation matters, including but not limited to, municipal law, civil litigation, California Environmental Quality Act (CEQA), construction defect, and construction cases.

Los Angeles, CA7 days ago

Remote

$115,000–$195,000 Per Year

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. The firm's expertise is diverse but focused in the areas of toxic tort, complex product liability, local government, general liability, and commercial litigation.

New!

Costa Mesa, TX3 days ago

$260,000–$390,000

Requirements:3-6 years of experience in commercial real estate ("CRE") finance, including advising leading financial institutions and private equity lenders on complex real estate finance matters that include hotels and resorts, industrial and distribution centers, high-rise office buildings, biomedical research complexes, and nursing facilities. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

New!

Costa Mesa, TX3 days ago

$310,000–$420,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Los Angeles, CA9 days ago

$195,000–$215,000 Per Year

Excellent 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.

New!

Los Angeles, CA3 days ago

$25–$27 Per Hour

Our client is a fast-growing, innovative corporate organization seeking a people-focused Workplace Associate to support daily office operations and employee experience initiatives in its Culver City office. The Workplace Associate will play a key role in ensuring the office operates smoothly while providing a best-in-class experience for employees, guests, and vendors.

Los Angeles, CA14 days ago

$130,000–$155,000 Per Year

As our Los Angeles office continues to grow, we are seeking an Associate Attorney with 3+ years of litigation experience who is ready to elevate beyond task execution and step deeper into sophisticated litigation and trial preparation. At Madeksho Law, we believe exceptional trial lawyers are built through meaningful responsibility, rigorous preparation, strategic thinking, and the willingness to stand in the arena when the stakes are high.

Pasadena, California13 days ago

$20–$27 Per Hour

Daily 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.

Pasadena, California30+ days ago

$20–$27 Per Hour

New!

Torrance, CA6 days ago

The 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.

Los Angeles, CA30+ days ago

$55,000–$65,000 Per Year

With 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.

Encino, CA30+ days ago

$20–$26.44 Per Hour

POSITION 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.

Pasadena, CA30+ days ago

We 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.

New!

Encino, CA6 days ago

The 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.

Los Angeles, CA9 days ago

Provide 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.

Los Angeles, CA30+ days ago

$45,000–$85,000 Per Year

Education 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.

Los Angeles, CA30 days ago

The Client Service Associate will join a highly talented team of wealth management professionals that service the investment management and financial planning needs of high-net-worth individuals, families and institutions. Meets regularly with associate wealth advisors and senior advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate.

New!

Encino, CA5 days ago

$26–$29 Per Hour

Identifies 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.

Costa Mesa, California30+ days ago

$100,000–$130,000 Per Year

The 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.

Costa Mesa, CA30+ days ago

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 Proficient use of technology.

los angeles, CA30+ days ago

The 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.

Calabasas, CA30+ days ago

$85,000–$110,000 Per Year

You'll be working directly with high-net-worth clients, owning account operations end-to-end, and mentoring junior associates as the team scales. This is a firm where strong CSAs are valued and have a real path to grow within the client service and operations track long-term.

Beverly Hills, CA30+ days ago

$70,000–$80,000 Per Year

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.

Pasadena, CA30+ days ago

$30–$33.65 Per Hour

Los Angeles, CA12 days ago

$55,000–$75,000 Per Year

Los Angeles, CA21 days ago

$81,500–$103,500 Per Year

Our 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).

Torrance, CA30+ days ago

Pay Rate: $18/hr Essential Duties and Responsibilities Heavy customer interface by telephone, electronically or face to face Respond promptly to customer inquiries Handle and resolve customer complaints Obtain and evaluate all relevant information to handle inquiries and complaints Provide prompt, courteous service to all external and internal customers Assist with special projects as assigned Direct requests and unresolved issues to the designated resource Manage customers accounts Keep records of customer inquiries, comments and complaints and actions taken Communicate and coordinate with internal departments Follow up on customer interactions The 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. IT knowledge and ability Excellent communication skills, verbal and written Attention to detail and accuracy Accountability Organizational Skills Motivated and results driven Strong interpersonal skills Commitment to continuous improvement Maintain a positive mental attitude and professional work ethic Confidentiality #MP1.

Los Angeles, CA30+ days ago

$80,000–$115,000 Per Year

Our 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.

Westlake Village, CA13 days ago

$28.75–$34.51 Per Hour

Activities 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!

Los Angeles, CA9 days ago

$55,000–$75,000 Per Year

Los Angeles, California30+ days ago

Remote

$71,869–$114,797 Per Year

Works directly with clients in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD’s, investments, etc.) to free Relationship Managers from performing these duties. Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele, account balance, account history and other related factors within delegated authority.

Los Angeles, California23 days ago

Remote

$65,296–$104,304 Per Year

Long Beach, CA30+ days ago

Remote

$71,869–$114,797 Per Year

Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele account balance account history and other related factors within delegated authority. Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to clientsprospects.

Los Angeles, California30+ days ago

Remote

$65,296–$104,304 Per Year

Los Angeles, California30+ days ago

Remote

$71,869–$114,797 Per Year

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Client Service Associate Jobs in Beverly Hills, CA

Private Client Services Attorney/Associate Jobot

Client Associate Jobot

Associate Attorney -- Student Services and Disabilities (2-5 years) Jobot

Tax Senior Manager, Private Client Services bdo consulting

Tax Experienced Manager, Private Client Services bdo consulting

Toxic Tort Associate Attorney Jobot

Associate Attorney Jobot

Mid level Litigation Associate Jobot

Associate Attorney - Family Law Jobot

Corporate Associate – Mid-Level Jobot

Labor + Employment Associate - Los Angeles Jobot

Workers' Comp Defense Associate Jobot

Associate Attorney-Public Entity Jobot

Associate General Counsel Jobot

Construction Defect Associate Attorney Jobot

Associate Attorney-Public Agency Litigation Jobot

General Liability/Product Liability Associate Attorney Jobot

Associate Attorney - Real Estate Vaco LLC

Trademark Associate Attorney Vaco LLC

Business Litigation Associate Attorney - Los Angeles Pernini Recruiting Company

Workplace Associate Atrium

Associate Attorney Madeksho Law Firm

Senior Premier Client Services Associate East West Bank

Premier Client Services Associate East West Bank

Client Service Associate Tang and Company

Registered Client Service Associate (Newport Beach or Los Angeles) Oppenheimer & Co. Inc.

Client Service Associate, Employee Benefits Hub International Ltd

Registered Client Service Associate Wedbush Morgan Securities

Client Service Associate, Entertainment Hub International Ltd

Client Service Associate Wedbush Morgan Securities

Registered Client Service Associate (Century City, CA) Raymond James Financial Inc

Client Service Associate Beacon Pointe Advisors

Client Service Associate (Teller)- Encino Los Angeles, CA California Bank & Trust

Senior Tax Associate – Private Client Services Andersen

Senior Associate - Private Client Services Andersen Tax LLC

Senior Tax Associate - Private Client Services Andersen Tax LLC

Sr. Client Services Associate Strategic Employment

Registered Client Service Associate UBS Group AG

Registered Client Service Associate Wedbush Securities

Client Service Associate Wedbush Securities

Client Accounting and Advisory Services (CAAS) Senior Associate Green Hasson & Janks LLP

Client Service Associate Tang&Co

Tax Senior Associate - Private Client Services TAG EisnerAmper, LLC (Inactive)

Client Service Associate Ameriprise Financial Inc

Client Service Associate Account Processing WEDBUSH, Inc.

Senior Client Service Associate (Specialty Banking - Structured Finance) City National Bank

Client Service Associate (Title/Escrow/HOA/Property Management Banking) City National Bank

Senior Client Service Associate (Middle Market Banking) City National Bank

Client Service Associate (Specialty Banking-Structured Finance) City National Bank

Senior Client Service Associate - Commercial Deposits (Title & Escrow) City National Bank

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