Posted 02/14/2024
Los Angeles, CA
Full-time
$60,000.00 - $100,000.00
We are a midsize Registered Investment Advisor (RIA). We've spent over 20 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate or Senior C...
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Posted 03/04/2024
Los Angeles, CA
San Diego, CA
San Francisco, CA
Full-time
$75,000.00 - $90,000.00
We are an established investment company in business for 50yrs and headquartered in LA with over $30B AUM. What You Will Be Doing - Handle client onboarding processes. This may include obtaining and o...
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Posted 02/08/2024
Los Angeles, CA
Full-time
$65,000.00 - $80,000.00
Salary: $65K-80K DOE Location: Los Angeles, CA (hybrid) Job Title: Client Service Associate Requirements: --Bachelor's degree, business-related preferred --0-2 years of client service or adminis...
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Posted 02/28/2024
Los Angeles, CA
Seattle, WA
Full-time
$65,000.00 - $80,000.00
Job Title: Client Service Associate Location: Los Angeles, CA Hours: Full-Time Work Model: In Office 4-5 Days a week Base Salary Range: $65,000 to $80,000/year (Based on Experience) About the company:...
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Posted 02/08/2024
Los Angeles, CA
Full-time
$95,000.00 - $100,000.00
Salary: $95K-$100K Location: Los Angeles, CA (hybrid) Job Title: Client Service Associate Requirements: --Bachelor's degree, business-related preferred --0-2 years of client service or administr...
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Posted 02/08/2024
Los Angeles, CA
Full-time
$80,000.00 - $100,000.00
Salary: $80K-100K DOE Location: Los Angeles, CA (hybrid) Job Title: Senior Client Service Associate Requirements: --Bachelor's degree, business-related preferred --4+ years of client service or...
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Posted 02/15/2024
Marina Del Rey, CA
Los Angeles, CA
San Diego, CA
Full-time
$80,000.00 - $110,000.00
- Onboarding of new High Net Worth clientele - Working directly with the Wealth Advisors in preparation of allocations and investments - Active communication with clients - processing inquiries - Prep...
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Posted 02/01/2024
Marina Del Rey, CA
Los Angeles, CA
New York, NY
Miami, FL
Dallas, TX
Full-time
$80,000.00 - $110,000.00
Job Title: Senior Associate - Private Client Services Job Salary: $80k - $110k+ Requirements: 1-2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Ba...
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Posted 02/05/2024
Marina Del Rey, CA
Los Angeles, CA
New York, NY
Miami, FL
Dallas, TX
Full-time
$80,000.00 - $110,000.00
Job Title: Senior Associate - Private Client Services Job Salary: $80k - $110k+ Requirements: 1-2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Ba...
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Posted 02/06/2024
Marina Del Rey, CA
Los Angeles, CA
San Diego, CA
Full-time
$80,000.00 - $110,000.00
Job Title: Senior Associate - Private Client Services Job Salary: $80k - $110k+ Requirements: 1-2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Ba...
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Posted 02/09/2024
Marina Del Rey, CA
Los Angeles, CA
San Diego, CA
Miami, FL
Dallas, TX
Full-time
$80,000.00 - $110,000.00
Job Title: Senior Associate - Private Client Services Job Salary: $80k - $110k+ Requirements: 1-2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Ba...
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Posted 02/12/2024
Marina Del Rey, CA
Los Angeles, CA
San Diego, CA
Miami, FL
Dallas, TX
Full-time
$80,000.00 - $110,000.00
Job Title: Senior Associate - Private Client Services Job Salary: $80k - $110k+ Requirements: 1-2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Ba...
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Posted 01/11/2024
Beverly Hills, CA
Full-time
$170,000.00 - $190,000.00
JobTitle: Senior Wealth Manager (Tax) Location: Beverly Hills, CA Salary: $170k-$190k depending on experience Requirement: 10+ years of experience Perks: 401k, vacation, paid holidays, health in...
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