- HUB International (Los Angeles, CA)
- …supervision + Positive attitude toward client relations to provide exceptional, proactive client service + Ability to interact with people across all levels ... our current clients and onboarding new clients through providing professional, courteous service to our clients, business partners, and HUB colleagues. + Responsible… more
- Bank of America (El Segundo, CA)
- Registered Wealth Management Client Associate El Segundo, California **Job Description:** Merrill Wealth Management is a leading provider of ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Los Angeles, CA)
- Wealth Management Client Associate Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Los Angeles, CA)
- …Details:** Responsible for overall delivery and management of the client service experience for Merrill Private Wealth Management. Accountable for proactive ... and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service...supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In… more
- Equitable (Los Angeles, CA)
- Wealth Management Associate - Retirement Benefits...can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and ... out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals… more
- Equitable (Los Angeles, CA)
- Wealth Management Associate - CA, Los Angeles (5100) ( 2400006B ) **Primary Location** : UNITED STATES-CA-Los Angeles **Organization** : Equitable Advisors ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client … more
- Umpqua Bank (Los Angeles, CA)
- …business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and ... of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their… more
- Citigroup (Hermosa Beach, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- Wells Fargo (Pasadena, CA)
- …Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - ... **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth...service + Provide financial information, investment profiles, and client financial needs to more experienced financial advisors +… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT SERVICE ASSOCIATE SENIOR* WHAT IS THE OPPORTUNITY? Work with Investment Services Managers in the managing of the overall relationship of assigned ... managed agency accounts. Represent Wealth Management in various business activities and maintains contacts...portfolio managers, advisors, and others in providing high quality service and ensures compliance with all statutory requirements. What… more
- Citigroup (Los Angeles, CA)
- …of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... The Associate Banker SAFE Act LO is a seasoned...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… more
- Wells Fargo (Long Beach, CA)
- …is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more ... with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service , and risk management. + Independently communicate with… more
- WTW (Los Angeles, CA)
- …pre-renewal strategy, CRB's (Corporate Risk & Broking) Engagement 365 approach, impeccable client service , and industry specific thought leadership. + Defines, ... NA leadership with refining the Industry focused model, prioritizing client & associate retention while quickly scaling...of clients within the HC&LS industry including leading the client service team, managing the client… more
- Umpqua Bank (Los Angeles, CA)
- …and services. + Excellent oral and written communication. + Excellent interpersonal and client service skills. **Job Location(s):** Ability to work fully onsite ... Healthcare Business Development Officer Wealth Management Irvine, California Los Angeles, California San Diego, California Seattle, Washington **Description**… more