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Client associate • glendale ca

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Client Service Associate

Client Service Associate

Pointwealth Capital ManagementLos Angeles, CA, United States
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Get AI-powered advice on this job and more exclusive features.Candidates who meet the criteria will be contacted.This position is for a fully licensed, experienced client service associate / manager ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Associate

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTLos Angeles, CA, US
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Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of Jo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Associate

Client Service Associate

Park 6 LogisticsLos Angeles, CA, United States
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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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Client Service Associate

Client Service Associate

Morgan StanleyLos Angeles, CA, United States
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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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

BeloForm CraftLos Angeles, CA, United States
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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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Services Associate

Client Services Associate

TradeJobsWorkforce90012 Los Angeles, CA, US
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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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

Alphabe Insight IncLos Angeles, CA, United States
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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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Services Associate

Client Services Associate

Manhattan West Enterprise Company, LLCLos Angeles, CA, US
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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 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

Salon BackbarLos Angeles, CA, US
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We are a distribution company of professorial beauty products.We are seeking a highly motivated and energetic person to join our team! As a Client Service Associate , you will assist customers with...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Associate, Client Advisory

Associate, Client Advisory

PathstoneLos Angeles, CA, US
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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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

Sonar SparkLos Angeles, CA, US
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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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Associate, Client Advisory

Associate, Client Advisory

PathStoneLos Angeles, CA, United States
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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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Associate, Client Services

Associate, Client Services

Third BridgeLos Angeles, CA, US
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January, 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’v...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Associate, Client Advisor

Associate, Client Advisor

Focus Financial PartnersLos Angeles, CA, US
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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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Client Service Associate

Client Service Associate

MilevistaCulver City, CA, US
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We are seeking a friendly and motivated.Welcome clients and ensure an engaging, friendly experience.Provide in-person assistance and guide clients through available services.Support team activities...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Associate

Client Associate

JobotLos Angeles, CA, US
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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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Services Associate

Client Services Associate

SPS-North AmericaCulver, California, USA
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Client Services Supervisor Client Services Manager or equivalent leadership.Overall this position continuously offers the highest level of service to all client and SPS employees while maintaining ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
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Client Service Associate

Client Service Associate

Sparkbit 360Los Angeles, CA, US
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As a full-service marketing and public relations agency, were dedicated to helping businesses like yours thrive in an ever-evolving world. We are searching for a motivated and service-oriented.This ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Client Operations Associate

Client Operations Associate

Los Angeles StaffingLos Angeles, CA, United States
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Operations And Client Servicing Role.A client of Insight Global is seeking a hands-on operations and client servicing role supporting both advisors and clients. The ideal candidate will confidently ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

Pointwealth Capital ManagementLos Angeles, CA, United States
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Get AI-powered advice on this job and more exclusive features.

NO PHONE CALLS, Please. Candidates who meet the criteria will be contacted.

This position is for a fully licensed, experienced client service associate / manager (SIE, series 7, 66 or 65 / 63) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience.

We are a boutique investment firm located in Encino and we serve clients across the country. The role is responsible for servicing existing clients. This is a dynamic role and every day will be different. The Associate must have the ability to problem solve independently using our backoffice and extensive resources and communicate proactively when needing additional guidance.

We are looking for someone who wants to grow with a smaller but established firm. Your financial and professional advancement within financial services is as limitless as you allow it to be. Your primary responsibilities will be to work as part of a team in supporting a large client book.

Personal qualities you should have :

  • Great team attitude
  • Strong ethical character
  • Desire to help clients achieve financial comfort
  • Organized and detail?oriented
  • Outgoing, personable and engaging
  • High level of accuracy
  • Excel at multi?tasking and prioritization
  • Commitment to the companys growth, as well as professional and personal growth

Responsibilities

  • Prioritize daily tasks, track progress of projects and deadlines
  • Meet with and service existing and new clients
  • Continue to cultivate client relationships
  • Perform additional duties and special projects as assigned or needed

    • Qualifications

  • High proficiency with Microsoft Office products (i.e. Word, Excel, PowerPoint, etc.)
  • Ability to work in a fast?paced environment with high attention to detail
  • Superior communications skills, both oral and written; effective interpersonal skills
  • Ability to work well independently and within a team environment
  • Industry experience not required but you must be willing to learn

    • Benefits

  • 401(k)
  • 401(k) matching
  • Health insurance
  • Paid time off
  • Vision insurance

    • Job Type : Full?time

    Pay : From $120,000.00 per year

    Schedule : 8?hour shift

    Education : Bachelors (Required)

    Experience : Customer service : 3 years (Required)

    License / Certification : Series 7 (Required)

    Seniority level

  • Entry level

    • Employment type

  • Full?time

    • Referrals increase your chances of interviewing at Pointwealth Capital Management by 2x

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