- Equitable (Los Angeles, CA)
- Wealth Management Associate - CA, Los Angeles (3458) ( PIN\_34445 ) **Primary Location** : UNITED STATES-CA-Los Angeles **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...90 days as a Preliminary Employment Program ("PEP") Prospective Associate , you will be eligible for medical insurance through… more
- Equitable (Los Angeles, CA)
- Wealth Management Associate - Retirement Benefits Group - CA, Los Angeles (3591) ( PIN\_41039 ) **Primary Location** : UNITED STATES-CA-Los Angeles ... 90 days as a Preliminary Employment Program ("PEP") Prospective Associate , you may be eligible for medical insurance through...and be coached by top performers * **Advancement** and management opportunities * **Work-life balance** and access to a… more
- Bank of America (Brea, CA)
- Wealth Management Client Associate Brea, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management +… more
- Morgan Stanley (Los Angeles, CA)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * **Location:** ... calendar maintenance * Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources for peer sharing… more
- KPMG (Los Angeles, CA)
- …Title:** Associate Director, Sales Execution (Capital Markets & Asset Management ) **Requisition Number:** 111296 - 8 **Function:** Advisory **Area of Interest:** ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated… more
- Insight Global (Agoura Hills, CA)
- …Description A client of Insight Global is seeking a fully remote Experienced Tax Associate to join their fast-growing team! Our client is a newly formed company that ... are focusing on tax compliance, tax consulting, venture capital, wealth growth, tax strategy, and tax structuring. Since its...when it comes to client's tax, investment, and business management needs. We are looking for smart, personable, and… more
- Wells Fargo (Beverly Hills, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and… more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate , Workday - Projects/Assets/Customers Lead **Requisition Number:** 112110 - 8 **Function:** Advisory **Area of Interest:** ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- KPMG (Los Angeles, CA)
- **Business Title:** Sr Associate , Workday Adaptive Planning Integration Lead **Requisition Number:** 110027 - 8 **Function:** Advisory **Area of Interest:** ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate , Workday Learning **Requisition Number:** 112117 - 8 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Los ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...career in Advisory. KPMG is currently seeking a Senior Associate , Workday Learning in Enterprise Solutions for our Consulting… more
- Cherry Bekaert (Los Angeles, CA)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure . Cherry ... our **Government & Public Sector Advisory** practice, we are seeking a **Senior Associate ** to join our **Accounting Advisory** team. In this role, you will help… more
- Cherry Bekaert (Los Angeles, CA)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... Advisory (https://www.cbh.com/services/advisory/risk-accounting-advisory/accounting-advisory-services/) practice, we are currently seeking a **Senior Associate ** for our national team that will have the… more
- Robert Half Office Team (El Segundo, CA)
- …recent experience as a client associate or similar role at a wealth management , broker-dealer, banking, or investment banking firm. + Strong problem-solving ... Description We are seeking a self-motivated and dynamic Senior Client Associate to join our team in a multi-faceted service and support role. The successful… more
- Citigroup (Hermosa Beach, CA)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Licensed Client Service Associate is a developing professional role which integrates...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- US Bank (Los Angeles, CA)
- …and servicing the clients of the Retail, Small Business Banking and Affluent Wealth FX sales team. As well as developing and maintaining relationships with specific ... existing clients and providing FX payment, investment and risk management solutions. Candidate should possess a strong knowledge of...Spot, Forward and Option trades as well as order management and trade query resolution + Providing education and… more
- Amgen (Thousand Oaks, CA)
- …The successful candidate will be accountable for Project support and assist Life Cycle management of the system, and be part of an impactful, engaging team that ... to improve BAS system health. + Provide support for various Energy Management applications. + Build relationships at multiple sites with the clients, Facility… more
- University of Southern California (Los Angeles, CA)
- …administrative tasks and handle budget transactions under the supervision of the Associate Dean for Dental Public Health and Community Outreach. They will aid ... + Exceptional written and verbal communication abilities. + Proficiency in budget management and data analysis, with strong mathematical and Excel skills. The hourly… more
- University of Southern California (Los Angeles, CA)
- …Works independently with moderate technical guidance Preferred Qualifications: Education: Associate 's Degree Experience: 6-12 months Field of Expertise: Working ... knowledge of dental management systems, preferably AxiUm. Bilingual skills in (Spanish and...perks to help protect your (and your family health, wealth , and future, including health insurance, a retirement account,… more
- University of Southern California (Los Angeles, CA)
- …and/or experience with trusts and estates, tax, accounting, financial planning or wealth management with increasing levels of responsibility desired. + Excellent ... Planningto join its team. The Director of Gift Planning reports directly to the Associate Vice President for Gift Planning and serves as an expert or lead… more