Client service associate jobs in Los Angeles, California - Page 11Create job alerts

The Client Service Associate (CSA) supports the advisory team with account management and client service needs. As a member of an advisory team, each member works together to service clients. This will involve assistance in every aspect from introduction with a prospect, to onboarding a client and s

Graduating students will be hired as a Client Service Associate and placed in a three-month training program where they will learn the benefits of programmatic advertising, platform capabilities of The Trade Desk, company culture, and the structure and operations of the Client Services department. A

In this role, you will serve as a primary point of contact for clients, ensuring seamless communication, smooth service delivery, and a strong client experience. Support daily client service operations with accuracy and professionalism. Serve as a reliable contact for client inquiries and requests.

As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading client interactions to retain and develop deeper relationships. Regi

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at

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. When associates bring th

Job Summary: 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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the clie

Registered Client Service Associate. The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in

As a client service associate I, you'll play a vital role in delivering high-quality and efficient service to both internal and external clients. In this role, you'll be at the heart of our client service operations, ensuring seamless workflow processes and providing routine client support. You'll h

As a client service associate I, you'll play a vital role in delivering high-quality and efficient service to both internal and external clients. You'll have opportunities for upward movement within our client services teams while gaining exposure to commercial lines and learning what it takes to su

Registered 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. Registered Client Service Associate. Onboard and maintain client accounts, including collecting client information and req

Support the Managing Director and clients by leading and implementing the client service model. Our Los Angeles, CA office is seeking a Client Service professional to act as the primary liaison between clients and Managing Director & Financial Advisors. Support client service functions for all teams

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing main

As a Client Service Associate I, you'll play a vital role in delivering high-quality and efficient service to both internal and external clients. In this role, you'll be at the heart of our client service operations, ensuring seamless workflow processes and providing routine client support. You'll h

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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Onboards new

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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Onboards new

Serving on client team with advisor (s) as the primary contact for clients, addressing inquiries and providing client service through phone, email, and in-person interactions. This role assists in providing customer service to our clients, as well as running day-to-day operations within the practice

Our Correspondent Services Division has an immediate need for a Client Service Associate. This position will be responsible for opening accounts for correspondent broker dealers, client service, and quality control as well as PMA, Prime Broker, and DBA package review. Provide Client Service to corre

As a Client Services Associate, you'll be the trusted point of contact for high-net-worth clients, ensuring their needs are met seamlessly while supporting the team with operational excellence. Client Service Associate (CSA). Your responsibilities as the Client Service Associate will include:.

Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los Angeles branch office in California. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securitie

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. Assist FAs/PWAs/teams in delivering against their business plan and client service model. Enter profile information or pre-fill account

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. When associates bring th

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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Onboards new

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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Registered Cl

Serving on client team with advisor(s) as the primary contact for clients, addressing inquiries and providing client service through phone, email, and in-person interactions. Lindbrook Capital Client Service Associate. Onboarding new clients and supporting existing clients, including account opening

We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this role, you will serve as a primary point of contact for clients, ensuring seamless communication, smooth service delivery, and a strong client experience. Support daily client service operations with acc

Senior Investment Advisor Associate (Client Service). This client-facing role supports a growth-oriented advisory practice by delivering exceptional service to affluent and high-net-worth clients. Kayne Anderson Rudnick Investment Management is seeking a Senior Investment Advisor Associate (Client S

Senior Investment Advisor Associate (Client Service). This client-facing role supports a growth-oriented advisory practice by delivering exceptional service to affluent and high-net-worth clients. Kayne Anderson Rudnick Investment Management is seeking a Senior Investment Advisor Associate (Client S