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Client associate h1.location_city

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Client associate • glendale ca

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Client Associate

JobotPasadena, California, US
[job_card.full_time]

Client Associate – Wealth Management for Professional Athletes This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.S...[internal_linking.show_more]

Associate, Fund/Client Accounting II

Bank of New York MellonLos Angeles, CA, United States
[job_card.full_time]

Associate, Fund Client Accounting.At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company at the heart of th...[internal_linking.show_more]

Registered Client Service Associate

00015 Ameriprise Financial Services, LLC.Los Angeles, California
[job_card.full_time] +1

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer ded...[internal_linking.show_more]

Associate, Institutional Client Group (Americas)

CIM GroupLos Angeles, CA, United States
[job_card.full_time]

Institutional Client Associate.CIM Group is a private alternatives asset manager with 30-years of experience and approximately $32 billion in assets under management.Our expertise spans private equ...[internal_linking.show_more]

Client Engagement Senior Associate, Tax Operations

CroweLos Angeles, CA, United States
[job_card.full_time]

Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...[internal_linking.show_more]

Associate, Client Services

Third BridgeLos Angeles, California, United States
[job_card.full_time]

We’re offering more than a role - we’re offering a.As a Client Services Associate, you’ll develop the.Are naturally curious, quick to learn and love to.Build rapport fast and think on your feet.Are...[internal_linking.show_more]

Associate, Client Accounting

United Talent AgencyLos Angeles, CA, United States
[job_card.full_time]

UTA seeks an experienced associate to join its Finance Client Accounting team.The Associate, Client Accounting will be assigned a UTA department and will serve as a point person for all accounting ...[internal_linking.show_more]

Associate Client Advocate - Construction

Willis Towers WatsonLos Angeles, CA, United States
[job_card.full_time]

The Associate Client Advocate is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, o...[internal_linking.show_more]

Retail Sales / Client Experience Associate

Hydration RoomPasadena, CA, US
[job_card.part_time]
[filters_job_card.quick_apply]

Why You’ll Love this Part-Time Wellness Coordinator Job! .Are you energized by a fast‑paced, boutique, and guest‑focused environment? If you’re highly organized, detail‑oriented, and excellent at t...[internal_linking.show_more]

Associate Client Partner

Dow JonesLos Angeles, CA
[job_card.full_time]

Dow Jones is a global provider of news and business information, delivering content to consumers and organizations around the world across multiple formats, including print, digital, mobile and liv...[internal_linking.show_more]

Senior Private Client Associate

East West BancorpPasadena, CA, United States
[job_card.full_time]

Senior Private Client Associate.The Senior Private Client Associate plays a critical role in supporting senior Private Bankers and Relationship Managers in delivering exceptional banking services t...[internal_linking.show_more]

Client Service Associate

Wealth Enhancement GroupLos Angeles, CA, United States
[job_card.full_time]

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...[internal_linking.show_more]

Client Services Associate

The TCW GroupLos Angeles, CA, United States
[job_card.full_time]

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...[internal_linking.show_more]

Associate, Fund/Client Accounting II

BNY ArcherLos Angeles, CA, United States
[job_card.full_time]

Associate, Fund Client Accounting.At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company at the heart of th...[internal_linking.show_more]

Client Associate

Rockefeller Capital ManagementLos Angeles, CA, US
[job_card.full_time]

About Rockefeller Capital Management.Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services...[internal_linking.show_more]

Client Services Associate

TradeJobsWorkforce90010 Los Angeles, CA, US
[job_card.full_time]

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...[internal_linking.show_more]

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Associate Client Advocate

Willis Towers Watson PlcLos Angeles, CA, United States
[job_card.full_time]

The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delive...[internal_linking.show_more]

Associate, Client Advisory

PathstoneLos Angeles, CA, United States
[job_card.full_time]

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 will develop the skills and experience to work with some of t...[internal_linking.show_more]

Registered Private Wealth Client Associate

Bank of AmericaLos Angeles, CA, United States
[job_card.full_time]

Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio...[internal_linking.show_more]

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Client Associate

Client Associate

JobotPasadena, California, US
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]
Client Associate – Wealth Management for Professional Athletes This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $80,000 - $100,000 per year A bit about us: 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. This role is ideal for someone who is detail-oriented, client-focused, and excited to support a fast-paced advisory practice working with elite professionals. About the Role The Client Associate will work closely with advisors to deliver an exceptional client experience. You’ll be a key point of contact for clients, help manage day-to-day account activity, and ensure operations run smoothly behind the scenes. If you’re ready to level up your career and work with some of the most fascinating clients in the world, read on Why join us? Do you want to work with some of the nations best Clients AND enjoy time at home w/ family? We do too! Meaningful Work! Competitive Base Salary! Competitive Bonus and Options Package! Complete Benefits Package! Flexible Work Schedules! Accelerated Career Growth! Fun Company Activities! Job Details 2+ years of experience in wealth management, financial services, or a related client service role Strong attention to detail and organizational skills Excellent communication and interpersonal skills Comfortable working with high-profile clients and sensitive information Proficiency with CRM systems and Microsoft Office (Excel, Word, Outlook) Series 65 or Series 7 & 66 required Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. 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. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy