Client associate [h1.location_city]
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Client associate • glendale ca
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SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team.In this role, you will support the financial and investment needs of ultra-high-net-worth clients by h...[show_more][last_updated.last_updated_30]
We are seeking a motivated and detail-oriented.This role is ideal for someone who excels at building professional relationships, resolving client inquiries, and maintaining a high standard of servi...[show_more][last_updated.last_updated_variable_days]
We are seeking a motivated and detail-oriented.This role is ideal for someone who excels at building professional relationships, resolving client inquiries, and maintaining a high standard of servi...[show_more][last_updated.last_updated_variable_days]
SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team.In this role, you will support the financial and investment needs of ultra-high-net-worth clients by h...[show_more][last_updated.last_updated_30]
April, July & September 2026.If you’re competitive, a confident communicator, both on the phone and in person, and.Third Bridge could be your next big move.
Since 2007, we’ve grown to 1,500+ peo...[show_more][last_updated.last_updated_variable_days]
Join a high-performing, boutique Los Angeles wealth management team as a Client Associate.Play a key role supporting advisors, managing accounts, and delivering exceptional service to high-net-wort...[show_more][last_updated.last_updated_variable_days]
Gallagher Benefit Services Job Opportunity.At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.We help clients build be...[show_more][last_updated.last_updated_variable_days]
A company is looking for a Client Success Associate, Employers.Key Responsibilities Build strong relationships with clients to support their mental health through product utilization Manage cust...[show_more][last_updated.last_updated_variable_days]
Pathstone Associate Program : A Client Advisory CareerPath!.Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm.
As part of this program, Associates wi...[show_more][last_updated.last_updated_30]
Manhattan West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team.This is an excellent opportunity to join a modern and fast-growing ...[show_more][last_updated.last_updated_30]
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.
We continually seek to perfect our craft of personalized financial plannin...[show_more][last_updated.last_updated_30]
Seasonal Client Support Associate.We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills.
If you enjoy building strong relat...[show_more][last_updated.last_updated_variable_days]
April, July & September 2026.If you’re competitive, a confident communicator, both on the phone and in person, and.Third Bridge could be your next big move.Since 2007, we’ve grown t...[show_more][last_updated.last_updated_30]
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis.
Through regular interactions wi...[show_more][last_updated.last_updated_30]
Ascent Developer Solutions is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate.Founded by a ...[show_more][last_updated.last_updated_variable_days]
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...[show_more][last_updated.last_updated_30]
The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products.
This role involves a broad range of...[show_more][last_updated.last_updated_variable_hours]
Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered growth solutions.
Our mission is simple : to help individuals and companies unloc...[show_more][last_updated.last_updated_30]
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth ...[show_more][last_updated.last_updated_variable_days]
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- [job_card.full_time]
[job_card.job_description]Minimum of a Bachelor's degree in Finance, Economics or other related discipline Interest in pursuing an advanced degree and / or professional certification (CFA, CFP, etc.) preferred 0-3 years of relevant professional experience Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive) Excellent organizational, prioritization, and time management skills Analytical with a strong attention to detail; problem solve effectively High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment Strong written and oral communication skills
Associate, Client Advisor
SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. You'll work closely with senior team members to deliver a seamless and sophisticated client experience. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills, strong attention to detail, and a commitment to delivering best-in-class service with discretion and professionalism.
This role is located in Los Angeles, CA. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Primary responsibilities include :
- Support the implementation and maintenance of clients' investment and strategic financial plans
- Coordinate account openings, transfers, and ongoing portfolio administration
- Prepare customized client meeting materials, presentations, and reports
- Monitor portfolios to ensure alignment with target asset allocations and investment guidelines
- Confirm and track trading activity and other investment-related transactions
- Serve as a point of contact for client inquiries, ensuring timely and accurate responses
- Collaborate with tax advisors, estate planners, and other professionals to address clients' broader financial needs
- Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency
- Maintain a high level of accuracy, organization, and discretion in handling confidential client information
- Ensure all client-related activities are compliant with firm policies and regulatory standards
Qualifications :
The annualized base pay range for this role is expected to be between $70,000 - $90,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package.