- HUB International (Pasadena, 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 (Pasadena, CA)
- Wealth Management Client Associate Pasadena, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... 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)
- Registered Wealth Management Client Associate Los Angeles, 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
- JPMorgan Chase (Newport Beach, CA)
- …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with delivering ... exceptional client service , operational marketing, and administrative support...providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and… 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 - CA, Los Angeles (5041) ( 230000II ) **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
- Zions Bancorporation (Irvine, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence… more
- The Walt Disney Company (Burbank, CA)
- … Wealth Advisors with accumulated AUM totaling $100 million or more. The Executive Client Service Associate is responsible for performing in this role ... position provides dedicated, exclusive, and comprehensive office, operational, sales, and service support to Executive Wealth Advisors and/or supports multiple… more
- HSBC (Irvine, CA)
- …share. The Client Experience Associate supports retail operational, service , accounting and compliance-related activities within a Wealth Center. Manages ... of Wealth Center transactional activities while supporting client alternative delivery channel alternatives. Ensures a premium ...the center team to support these efforts As our Client Experience Associate you will: + Ensure… more
- HSBC (Beverly Hills, CA)
- …our communities and the planet we all share. Supports retail operational, service , accounting, and compliance-related activities within a Wealth Center. Manages ... client alternative delivery channel alternatives. Ensures a premium client experience within the Wealth Center channel...the center team to support these efforts. As the Client Experience Associate , you will: + Ensure… more
- Citigroup (Rowland Heights, 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
- CBRE (Ontario, CA)
- Private Client Program - Associate Broker Job ID 199349 Posted 05-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest ... United States of America **About the role:** CBRE's Private Client Program - Associate role offers a...more than 50 US markets, gaining access to a wealth of knowledge and insights designed to foster professional… more
- JPMorgan Chase (Los Angeles, CA)
- … Wealth Management, offers US based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of ... solutions tailored to clients' specific needs. As an Investment Associate in JP Morgan Advisors, you will work in...asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction… 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
- Insight Global (Agoura Hills, CA)
- Job Description A client of Insight Global is seeking a Senior Tax Associate to join their growing team! This position is fully remote but you must reside in one ... Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Wisconsin, Wyoming. Our client has broken away from the traditional CPA firm mold. They have shed… 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
- HUB International (Riverside, CA)
- …acquisitions. **Position Description:** This position is the liaison between the front office client service staff and the inner-workings of the HUB Accounting ... and the Servicer team as needed. **Essential Duties & Responsibilities:** + Work with local client service teams within the SCU, CNC, and LAO regions to create… 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
- Zions Bancorporation (Irvine, CA)
- …customers, and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence… more