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Client associate • usa

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Client Associate

JobotLos Angeles, 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]

Client Associate

Brown Brothers HarrimanBoston, MA, United States
[job_card.full_time]

Brown Brothers Harriman is currently recruiting a Client Associate to join our Multi-Family Office team.In this role you will service increasingly complex, multigenerational families with significa...[internal_linking.show_more]

Client Associate

Dow JonesNew York, NY
[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]

Client Associate

AplinUS
[job_card.permanent]
[filters_job_card.quick_apply]

Location: Edmonton, AB, Canada Job Type: Permanent Date: 7/4/2022 Job ID: MJ88116774 Category: Accounting & Finance .Join a top employer and advance your career.Our client, in the wealth management...[internal_linking.show_more]

Client Associate

WELLS FARGO BANKONEONTA, New York, United States of America
[job_card.full_time]

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.Learn more about the career areas and business divisions at wellsfargojobs.Assist Finan...[internal_linking.show_more]

Client Solutions - Client Onboarding Associate

JPMorgan Chase & Co.Tampa, FL, United States
[job_card.full_time]

Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Services.Be part of a global organizatio...[internal_linking.show_more]

Client Service Associate

GrahamFort Wayne, IN
[job_card.full_time] +1
[filters_job_card.quick_apply]

REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...[internal_linking.show_more]

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTPhiladelphia, PA, United States
[job_card.full_time]

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...[internal_linking.show_more]

Client Solutions - Client Onboarding Associate

JPMorgan ChasePlano, TX, United States
[job_card.full_time]

Client Solutions Project Coordinator.Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Ser...[internal_linking.show_more]

Client Associate

D.A. DavidsonCarlsbad, CA, United States
[job_card.full_time]

Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Carlsbad, CA branch.In this team-critical role, yo...[internal_linking.show_more]

Client Associate

GallagherBaton Rouge, Louisiana
[job_card.full_time]

At Gallagher, we’re united by a commitment to doing things the right way—The Gallagher Way.As a Client Associate, you’ll play a key role in supporting our clients and internal teams.You’ll help ens...[internal_linking.show_more]

Client Associate - Associate Advisor

Precision Wealth StrategiesSaint Louis, MO, US
[job_card.full_time]

The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod.The Tactical Advisor leads the effort in performing and executing tasks and...[internal_linking.show_more]

Client Services Associate

TradeJobsWorkforce94707 Berkeley, 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]

 • [job_card.promoted]

Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCWayzata, Minnesota, US
[job_card.full_time]

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec...[internal_linking.show_more]

Client Service Associate

Jackson Hewitt - 1766Radcliff, KY, US
[job_card.full_time]

We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.In t...[internal_linking.show_more]

Client Associate/Registered Client Associate

RBCNewton Lower Falls, MA, United States
[job_card.full_time]

Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...[internal_linking.show_more]

Client Associate

Neuberger BermanNew York, NY, United States
[job_card.full_time]

Private Wealth Client Service Associate.The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business.The Associ...[internal_linking.show_more]

Client Associate/Registered Client Associate

Royal Bank of Canada>Mount Laurel Township, United States of America
[job_card.full_time]

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec...[internal_linking.show_more]

Client Associate/Registered Client Associate

Royal Bank of CanadaAnnapolis, MD, United States
[job_card.full_time]

Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...[internal_linking.show_more]

Client Associate

Client Associate

JobotLos Angeles, California, US
[job_card.1_day_ago]
[job_preview.job_type]
  • [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