Registered Client Service Associate Wedbush SecuritiesRegistered Client Service AssociatePasadena, CA$30–$33.65 / hourWe 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.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateNewport Beach, CAp>Under 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.
Registered Client Service Associate UBS Group AGRegistered Client Service AssociateBeverly Hills, CA$70,000–$80,000 / yearp>• 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.
Registered Client Service Associate StifelRegistered Client Service AssociateNewport Beach, CaliforniaWhat You'll Be Doing: Under 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.
NewRegistered Client Service Associate (Newport Beach, CA) Raymond James Financial IncRegistered Client Service Associate (Newport Beach, CA)Newport Beach, CA$45,000–$85,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. 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).
Registered Client Service Associate WEDBUSH, Inc.Registered Client Service AssociatePasadena, CA$30–$33.65 / hourLearn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions.
Private 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).
Registered Client Service Associate (Newport Beach or Los Angeles) Oppenheimer & Co. Inc.Registered Client Service Associate (Newport Beach or Los Angeles)Los Angeles, CA$55,000–$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateLaguna Niguel, 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Registered Client Service Associate, Optin Morgan StanleyRegistered Client Service Associate, OptinLong Beach, 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Registered Client Service Associate (Century City, CA) Raymond James Financial IncRegistered Client Service Associate (Century City, CA)Los Angeles, CA$45,000–$85,000 / yearEducation High School (HS) (Required) Work Experience General Experience - 7 to 12 months Certifications s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $45,000.00-$85,000.00 Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter * Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
Registered Client Service Associate Wedbush Morgan SecuritiesRegistered Client Service AssociatePasadena, CAWe provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Our Pasadena office has an immediate need for a Registered Client Service Associate to support Financial Advisors and senior level management.
Client Service Associate Beacon Pointe AdvisorsClient Service AssociateNewport Beach, CAThe Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and…" /> Client Service Associate @ Beacon Pointe Advisors LLC. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution.
Client Service Associate Beacon Pointe Advisors LLCClient Service AssociateNewport Beach, CAThe Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate .
Senior Premier Client Services Associate East West Bancorp IncSenior Premier Client Services AssociatePasadena, CA$20–$27 / hourDaily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Premier Client Services Associate East West BankPremier Client Services AssociatePasadena, California$20–$27 / hourDaily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.
NewClient Service Associate Vince Holding CorpClient Service AssociateLos Angeles, CA$19–$20 / hourp>Qualifications/Experience We're Looking For: Must have a minimum of three (3) years of experience in customer service, call center, retail preferably gained in the apparel, footwear, luxury environment. What You'll Be Responsible For: The Client Service Associate will provide best in class service that can support all clients from a styling, sales, and issue resolution perspective.
Client Service Associate Wedbush SecuritiesClient Service AssociateLos Angeles, CA$55,000–$75,000 / yearLearn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview. Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States.
Client Service Associate Tang&CoClient Service AssociateTorrance, CAPay 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.
NewPrivate Client Services Attorney/Associate JobotPrivate Client Services Attorney/AssociateLos Angeles, CA$215,000–$290,000 / yearThe PCS practice offers an opportunity to gain expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families while developing personal, often multi-generational relationships with clients and their advisors. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Client Services Associate - Santa Ana, CA (Onsite) Collectors Holdings, Inc.Client Services Associate - Santa Ana, CA (Onsite)Santa Ana, CAli>Teamwork - 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.
Client Service Associate Tang and CompanyClient Service AssociateTorrance, CAThe Client Service Associate will also possess strong customer service and problem-solving skills, technical knowledge or technical aptitude, strong listening and oral communication skills as well as team orientation organizational skills. OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate.
Client Service Associate Account Processing WEDBUSH, Inc.Client Service Associate Account ProcessingLos 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 Associate (Pasadena, CA) Raymond James Financial IncClient Service Associate (Pasadena, CA)Pasadena, CA$45,000–$65,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Client 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.
Client Service Associate Wedbush Morgan SecuritiesClient Service AssociateLos Angeles, CAProvide 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.
FX Client Services Associate East West Bancorp IncFX Client Services AssociatePasadena, CA$20–$36 / hourOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. This role will assist with FX processing functions, including client support, foreign currency account onboarding, and settlement of interbank and customer trades.
Client Service Associate - Bilingual in English and Spanish, Japanese, Vietnamese, or Thai Morgan StanleyClient Service Associate - Bilingual in English and Spanish, Japanese, Vietnamese, or ThaiPasadena, CA$34,320–$90,000 / yearDUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs/PWAs/teams marketing strategy (e.g., website maintenance) • Assist FAs/PWAs/teams in delivering against their business plan and client service model • Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.
Client Service Associate (part-time) Morgan StanleyClient Service Associate (part-time)Los 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).
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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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 Services Associate - Santa Ana, CA (Onsite) Collaborative SolutionsClient Services Associate - Santa Ana, CA (Onsite)Santa Ana, Californiali>Teamwork - 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. residents: for disclosures relating to personal information we collect during the employment application and recruitment process, please see ourPrivacy Notice for U.S. Applicants..
Senior Client Service Associate (Specialty Banking - Structured Finance) City National BankSenior Client Service Associate (Specialty Banking - Structured Finance)Los Angeles, CaliforniaRemote$71,869–$114,797 / yeardiv style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;margin:0px;border:1px none transparent">WHAT DO YOU NEED TO SUCCEED?Required Qualifications*Minimum 4 years experience in client service, banking operations or relationship management support required. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.Senior Client Service Associate - Commercial Deposits (Title & Escrow) City National BankSenior Client Service Associate - Commercial Deposits (Title & Escrow)Los Angeles, CARemote$71,869–$114,797 / yearReviews 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. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs.Senior Client Service Associate (Middle Market Banking) City National BankSenior Client Service Associate (Middle Market Banking)Los Angeles, CARemote$71,869–$114,797 / yearReviews 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.Client Service Associate (Title/Escrow/HOA/Property Management Banking) City National BankClient Service Associate (Title/Escrow/HOA/Property Management Banking)Los Angeles, CARemote$65,296–$104,304 / yearWorks 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.Client Service Associate (Specialty Banking-Structured Finance) City National BankClient Service Associate (Specialty Banking-Structured Finance)Los Angeles, CARemote$65,296–$104,304 / yearReviews 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. WHAT DO YOU NEED TO SUCCEED Required Qualifications Minimum 3 years experience in client service banking operations or relationship management support required.Registered Operations Leader Ameriprise Financial IncRegistered Operations LeaderCentury City, CA$89,900–$123,500 / yearLeverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today!Private Client Relationship Manager The Capital Group Companies, Inc.Private Client Relationship ManagerLos Angeles, CA$127,925–$170,566 / yearYou will provide subject matter expertise in various areas to offer solutions to complex client matters and provide oversight of the Client Service Associates (CSA) and other practice support staff to anticipate, facilitate, and advance client servicing, prospecting, and sales efforts for the practice(s) they support. They establish efficient operating norms for the practice, execute the team's value proposition, and collaborate closely with the Private Wealth Advisor and Marketing to build and implement business plans that expand the target market and increase share of wallet.Mental Health Associate (MHA) The Stepping Stones Group LLCMental Health Associate (MHA)El Segundo, CAQualifications:A Master''s degree in Social Work, Mental Health Counseling, or a related fieldCurrent license in CALicensed Clinical Social Workers Licensed Marriage and Family Therapists Licensed Professional Clinical CounselorsRegistered Associate Marriage and Family Therapists Registered Associate Social Workers Registered Associate Professional Clinical Counselors Experience working with children and adolescents required (school-based experience preferred)Why You''ll Love It Here:Supportive Clinical Leadership - You''ll never feel like you''re in this aloneOngoing Professional Growth - Because learning should never stopExclusive Resources - Think of it as your VIP toolkit for successCompetitive Salary + Benefits - Perks you''ll loveFlexible Pay Options - Because budgeting shouldn''t be stressfulProfessional Development & Continuing Ed - Keep growing your skillsAn Inspiring & Collaborative Team - Work with people who get youWhat You''ll Do:Support students'' emotional & social well-beingCollaborate with educators, parents & administrators to support student successCreate meaningful programs tailored to diverse student needsBe a champion for inclusion, positivity & student successThis position is an excellent opportunity for those passionate about making a significant impact on students'' lives and building a rewarding career in school-based social work. Qualifications:A Master''s degree in Social Work, Mental Health Counseling, or a related fieldCurrent license in CA (LPCC, LCSW, LMFT, LCSWA)Preferred experience/expertise in treating anxiety related disorders, school avoidance, disordered eating, obsessive compulsive tendencies, and self-harming behaviors Why You''ll Love It Here:Supportive Clinical Leadership - You''ll never feel like you''re in this aloneOngoing Professional Growth - Because learning should never stopExclusive Resources - Think of it as your VIP toolkit for successCompetitive Salary + Benefits - Perks you''ll loveFlexible Pay Options - Because budgeting shouldn''t be stressfulProfessional Development & Continuing Ed - Keep growing your skillsAn Inspiring & Collaborative Team - Work with people who get youWhat You''ll Do:Support students'' emotional & social well-beingCollaborate with educators, parents & administrators to support student successCreate meaningful programs tailored to diverse student needsBe a champion for inclusion, positivity & student successThis position is an excellent opportunity for those passionate about making a significant impact on students'' lives and building a rewarding career in school-based social work.Bilingual Mental Health Associate (MHA) The Stepping Stones Group LLCBilingual Mental Health Associate (MHA)Aliso Viejo, CAQualifications:A Master's degree in Social Work, Mental Health Counseling, or a related fieldCurrent license in CA:Licensed Clinical Social Workers Licensed Marriage and Family Therapists Licensed Professional Clinical CounselorsRegistered Associate Marriage and Family Therapists Registered Associate Social Workers Registered Associate Professional Clinical Counselors School experience preferredBilingual (Spanish), preferred Why You'll Love It Here:Supportive Clinical Leadership - You'll never feel like you're in this aloneOngoing Professional Growth - Because learning should never stopExclusive Resources - Think of it as your VIP toolkit for successCompetitive Salary + Benefits - Perks you'll loveFlexible Pay Options - Because budgeting shouldn't be stressfulProfessional Development & Continuing Ed - Keep growing your skillsAn Inspiring & Collaborative Team - Work with people who get youWhat You'll Do:Support students' emotional & social well-beingCollaborate with educators, parents & administrators to support student successCreate meaningful programs tailored to diverse student needsBe a champion for inclusion, positivity & student successThis position is an excellent opportunity for those passionate about making a significant impact on students' lives and building a rewarding career in school-based social work. Qualifications:A Master's degree in Social Work, Mental Health Counseling, or a related fieldCurrent license in CA (LPCC, LCSW, LMFT)School-based experience preferredBilingual (Spanish) preferred Why You'll Love It Here:Supportive Clinical Leadership - You'll never feel like you're in this aloneOngoing Professional Growth - Because learning should never stopExclusive Resources - Think of it as your VIP toolkit for successCompetitive Salary + Benefits - Perks you'll loveFlexible Pay Options - Because budgeting shouldn't be stressfulProfessional Development & Continuing Ed - Keep growing your skillsAn Inspiring & Collaborative Team - Work with people who get youWhat You'll Do:Support students' emotional & social well-beingCollaborate with educators, parents & administrators to support student successCreate meaningful programs tailored to diverse student needsBe a champion for inclusion, positivity & student successThis position is an excellent opportunity for those passionate about making a significant impact on students' lives and building a rewarding career in school-based social work.School-Based Mental Health Associate The Stepping Stones Group LLCSchool-Based Mental Health AssociateLaguna Hills, CA$33–$37 / hourProspect 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.Client Manager GallagherClient ManagerGlendale, CaliforniaThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. About you: Required: Bachelor's degree wit 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience.Senior Client Manager, Employee Benefits GallagherSenior Client Manager, Employee BenefitsGlendale, CaliforniaThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. About you: Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience.Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesLos Angeles, CA$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.Associate Clinical Supervisor - BCBA Candidate The Stepping Stones Group LLCAssociate Clinical Supervisor - BCBA CandidateCulver City, CA$26–$33 / hourHybrid Flexibility - Enjoy a balance of in-person clinical sessions, team collaboration, and remote administrative tasks Leadership Track - This role evolves into a mentor/trainer position as you gain experience, supporting new clinicians in future markets Strategic Autonomy - Help shape clinical best practices and quality of care in your assigned area, with support from experienced clinical leaders Creative Freedom - Explore new ideas for training, peer collaboration, and clinical programming Community-Focused Mission - Work for a company rooted in compassion, clinical integrity, and community-based care Engaged Culture - Join a team that celebrates wins, supports one another, and has fun while making a difference Shared Clinical Resources - Access a robust library of materials, including assessment tools, training resources, and parent education curricula to enhance your work and professional development Individualized Experience - The ratio of direct service hours to supervision hours may vary depending on client and program needs. 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.AVP, Regional Administrative Manager LPL Financial Holdings IncAVP, Regional Administrative ManagerCAp>Core Competencies: • Self-starter with a strong branch operations background and proven ability to lead work efforts across multiple internal organizations • Strong customer focus, excellent verbal and written communication skills, and extremely organized • Strong analytical, strategic planning skills and relationship management skills • Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment. The Branch Administrative Manager will provide support to employee affiliation offices and teams, including but not limited to, direct management of Client Service Associates and office support staff, coordinate Financial Advisor support efforts delivered through our Client Service Associates, Service and Operations Teams, and collaborate with various business partners to support the ongoing expansion of our national employee affiliation footprint.Admin Manager, Centralized LPL Financial Holdings IncAdmin Manager, CentralizedCA$75,190–$125,248 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.Mental Health Associate (AMFT, APCC, ACSW) The Stepping Stones Group LLCMental Health Associate (AMFT, APCC, ACSW)Pasadena, CA$27.50–$32.50 / hourQualifications: 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.12Similar Job SearchesClient Associate JobsClient Manager JobsClient Services Manager Jobs
Senior Client Service Associate - Commercial Deposits (Title & Escrow) City National BankSenior Client Service Associate - Commercial Deposits (Title & Escrow)Los Angeles, CARemote$71,869–$114,797 / yearReviews 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. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs.
Senior Client Service Associate (Middle Market Banking) City National BankSenior Client Service Associate (Middle Market Banking)Los Angeles, CARemote$71,869–$114,797 / yearReviews 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.
Client Service Associate (Title/Escrow/HOA/Property Management Banking) City National BankClient Service Associate (Title/Escrow/HOA/Property Management Banking)Los Angeles, CARemote$65,296–$104,304 / yearWorks 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.
Client Service Associate (Specialty Banking-Structured Finance) City National BankClient Service Associate (Specialty Banking-Structured Finance)Los Angeles, CARemote$65,296–$104,304 / yearReviews 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. WHAT DO YOU NEED TO SUCCEED Required Qualifications Minimum 3 years experience in client service banking operations or relationship management support required.
Registered Operations Leader Ameriprise Financial IncRegistered Operations LeaderCentury City, CA$89,900–$123,500 / yearLeverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today!
Private Client Relationship Manager The Capital Group Companies, Inc.Private Client Relationship ManagerLos Angeles, CA$127,925–$170,566 / yearYou will provide subject matter expertise in various areas to offer solutions to complex client matters and provide oversight of the Client Service Associates (CSA) and other practice support staff to anticipate, facilitate, and advance client servicing, prospecting, and sales efforts for the practice(s) they support. They establish efficient operating norms for the practice, execute the team's value proposition, and collaborate closely with the Private Wealth Advisor and Marketing to build and implement business plans that expand the target market and increase share of wallet.
Mental Health Associate (MHA) The Stepping Stones Group LLCMental Health Associate (MHA)El Segundo, CAQualifications:A Master''s degree in Social Work, Mental Health Counseling, or a related fieldCurrent license in CALicensed Clinical Social Workers Licensed Marriage and Family Therapists Licensed Professional Clinical CounselorsRegistered Associate Marriage and Family Therapists Registered Associate Social Workers Registered Associate Professional Clinical Counselors Experience working with children and adolescents required (school-based experience preferred)Why You''ll Love It Here:Supportive Clinical Leadership - You''ll never feel like you''re in this aloneOngoing Professional Growth - Because learning should never stopExclusive Resources - Think of it as your VIP toolkit for successCompetitive Salary + Benefits - Perks you''ll loveFlexible Pay Options - Because budgeting shouldn''t be stressfulProfessional Development & Continuing Ed - Keep growing your skillsAn Inspiring & Collaborative Team - Work with people who get youWhat You''ll Do:Support students'' emotional & social well-beingCollaborate with educators, parents & administrators to support student successCreate meaningful programs tailored to diverse student needsBe a champion for inclusion, positivity & student successThis position is an excellent opportunity for those passionate about making a significant impact on students'' lives and building a rewarding career in school-based social work. Qualifications:A Master''s degree in Social Work, Mental Health Counseling, or a related fieldCurrent license in CA (LPCC, LCSW, LMFT, LCSWA)Preferred experience/expertise in treating anxiety related disorders, school avoidance, disordered eating, obsessive compulsive tendencies, and self-harming behaviors Why You''ll Love It Here:Supportive Clinical Leadership - You''ll never feel like you''re in this aloneOngoing Professional Growth - Because learning should never stopExclusive Resources - Think of it as your VIP toolkit for successCompetitive Salary + Benefits - Perks you''ll loveFlexible Pay Options - Because budgeting shouldn''t be stressfulProfessional Development & Continuing Ed - Keep growing your skillsAn Inspiring & Collaborative Team - Work with people who get youWhat You''ll Do:Support students'' emotional & social well-beingCollaborate with educators, parents & administrators to support student successCreate meaningful programs tailored to diverse student needsBe a champion for inclusion, positivity & student successThis position is an excellent opportunity for those passionate about making a significant impact on students'' lives and building a rewarding career in school-based social work.
Bilingual Mental Health Associate (MHA) The Stepping Stones Group LLCBilingual Mental Health Associate (MHA)Aliso Viejo, CAQualifications:A Master's degree in Social Work, Mental Health Counseling, or a related fieldCurrent license in CA:Licensed Clinical Social Workers Licensed Marriage and Family Therapists Licensed Professional Clinical CounselorsRegistered Associate Marriage and Family Therapists Registered Associate Social Workers Registered Associate Professional Clinical Counselors School experience preferredBilingual (Spanish), preferred Why You'll Love It Here:Supportive Clinical Leadership - You'll never feel like you're in this aloneOngoing Professional Growth - Because learning should never stopExclusive Resources - Think of it as your VIP toolkit for successCompetitive Salary + Benefits - Perks you'll loveFlexible Pay Options - Because budgeting shouldn't be stressfulProfessional Development & Continuing Ed - Keep growing your skillsAn Inspiring & Collaborative Team - Work with people who get youWhat You'll Do:Support students' emotional & social well-beingCollaborate with educators, parents & administrators to support student successCreate meaningful programs tailored to diverse student needsBe a champion for inclusion, positivity & student successThis position is an excellent opportunity for those passionate about making a significant impact on students' lives and building a rewarding career in school-based social work. Qualifications:A Master's degree in Social Work, Mental Health Counseling, or a related fieldCurrent license in CA (LPCC, LCSW, LMFT)School-based experience preferredBilingual (Spanish) preferred Why You'll Love It Here:Supportive Clinical Leadership - You'll never feel like you're in this aloneOngoing Professional Growth - Because learning should never stopExclusive Resources - Think of it as your VIP toolkit for successCompetitive Salary + Benefits - Perks you'll loveFlexible Pay Options - Because budgeting shouldn't be stressfulProfessional Development & Continuing Ed - Keep growing your skillsAn Inspiring & Collaborative Team - Work with people who get youWhat You'll Do:Support students' emotional & social well-beingCollaborate with educators, parents & administrators to support student successCreate meaningful programs tailored to diverse student needsBe a champion for inclusion, positivity & student successThis position is an excellent opportunity for those passionate about making a significant impact on students' lives and building a rewarding career in school-based social work.
School-Based Mental Health Associate The Stepping Stones Group LLCSchool-Based Mental Health AssociateLaguna Hills, CA$33–$37 / hourProspect 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.
Client Manager GallagherClient ManagerGlendale, CaliforniaThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. About you: Required: Bachelor's degree wit 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience.
Senior Client Manager, Employee Benefits GallagherSenior Client Manager, Employee BenefitsGlendale, CaliforniaThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. About you: Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesLos Angeles, CA$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Associate Clinical Supervisor - BCBA Candidate The Stepping Stones Group LLCAssociate Clinical Supervisor - BCBA CandidateCulver City, CA$26–$33 / hourHybrid Flexibility - Enjoy a balance of in-person clinical sessions, team collaboration, and remote administrative tasks Leadership Track - This role evolves into a mentor/trainer position as you gain experience, supporting new clinicians in future markets Strategic Autonomy - Help shape clinical best practices and quality of care in your assigned area, with support from experienced clinical leaders Creative Freedom - Explore new ideas for training, peer collaboration, and clinical programming Community-Focused Mission - Work for a company rooted in compassion, clinical integrity, and community-based care Engaged Culture - Join a team that celebrates wins, supports one another, and has fun while making a difference Shared Clinical Resources - Access a robust library of materials, including assessment tools, training resources, and parent education curricula to enhance your work and professional development Individualized Experience - The ratio of direct service hours to supervision hours may vary depending on client and program needs. 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.
AVP, Regional Administrative Manager LPL Financial Holdings IncAVP, Regional Administrative ManagerCAp>Core Competencies: • Self-starter with a strong branch operations background and proven ability to lead work efforts across multiple internal organizations • Strong customer focus, excellent verbal and written communication skills, and extremely organized • Strong analytical, strategic planning skills and relationship management skills • Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment. The Branch Administrative Manager will provide support to employee affiliation offices and teams, including but not limited to, direct management of Client Service Associates and office support staff, coordinate Financial Advisor support efforts delivered through our Client Service Associates, Service and Operations Teams, and collaborate with various business partners to support the ongoing expansion of our national employee affiliation footprint.
Admin Manager, Centralized LPL Financial Holdings IncAdmin Manager, CentralizedCA$75,190–$125,248 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Mental Health Associate (AMFT, APCC, ACSW) The Stepping Stones Group LLCMental Health Associate (AMFT, APCC, ACSW)Pasadena, CA$27.50–$32.50 / hourQualifications: 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.