Talent.com

Client service associate serp_jobs.h1.location_city

serp_jobs.job_alerts.create_a_job

Client service associate • burbank ca

serp_jobs.last_updated.last_updated_variable_hours
Client Service Associate

Client Service Associate

Pointwealth Capital ManagementLos Angeles, CA, United States
serp_jobs.job_card.full_time
Get AI-powered advice on this job and more exclusive features.Candidates who meet the criteria will be contacted.This position is for a fully licensed, experienced client service associate / manager ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Associate, Client Sales & Service

Associate, Client Sales & Service

LA28Los Angeles, CA, US
serp_jobs.job_card.full_time
Associate, Client Sales & Service.LA28 is the independent, non-profit, privately funded organizing committee for the Los Angeles 2028 Olympic and Paralympic Games. We are on a singular mission to cr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Client Service Associate, Commercial Lines

Client Service Associate, Commercial Lines

HUB InternationalLos Angeles, CA, United States
serp_jobs.job_card.full_time
Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protec...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Representative

Client Service Representative

BanfieldLos Angeles, CA, United States
serp_jobs.job_card.full_time
A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in the lives of pets and the clients we serve throu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Manager

Client Service Manager

UrsusLos Angeles, CA, US
serp_jobs.job_card.full_time
Top three skills : Relationship management Project delivery (water / wastewater treatment, reuse, collection systems, transmission / distribution, pipeline, and / or pump station) Proposal development, bu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Client Service Associate

Client Service Associate

Morgan StanleyLos Angeles, CA, United States
serp_jobs.job_card.full_time
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. Through regular interactions wi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

Park 6 LogisticsLos Angeles, CA, United States
serp_jobs.job_card.full_time
We are seeking a motivated and detail-oriented.This role is ideal for someone who excels at building professional relationships, resolving client inquiries, and maintaining a high standard of servi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

VirtualVocationsGlendale, California, United States
serp_jobs.job_card.full_time
A company is looking for a Client Service Associate to support Financial Advisors and enhance client experiences.Key Responsibilities Communicate directly with advisors and clients to resolve inq...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Associate

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTLos Angeles, CA, US
serp_jobs.job_card.full_time
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of Jo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

Salon BackbarLos Angeles, CA, US
serp_jobs.job_card.full_time
We are a distribution company of professorial beauty products.We are seeking a highly motivated and energetic person to join our team! As a Client Service Associate , you will assist customers with...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

Alphabe Insight IncLos Angeles, CA, United States
serp_jobs.job_card.full_time
Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered growth solutions. Our mission is simple : to help individuals and companies unloc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

Sonar SparkLos Angeles, CA, US
serp_jobs.job_card.full_time
Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered growth solutions. Our mission is simple : to help individuals and companies unloc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Associate, Client Service I

Associate, Client Service I

BNY MellonLos Angeles, CA, United States
serp_jobs.job_card.full_time
At BNY, our culture allows us to run our company better and enables employees’ growth and success.As a leading global financial services company at the heart of the global financial system, we infl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Associate, Client Service I

Associate, Client Service I

The Bank of New York MellonLos Angeles, CA, United States
serp_jobs.job_card.full_time
At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company at the heart of the global financial system, we infl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
(Hybrid) Sr. Client Service Associate

(Hybrid) Sr. Client Service Associate

NFPLos Angeles, CA, United States
serp_jobs.job_card.full_time
Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon compa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Executive

Client Service Executive

Marsh & McLennanLos Angeles, CA, US
serp_jobs.job_card.full_time
Client Executive Service - Commercial Insurance.Assume responsibility for client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service team mem...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

Sparkbit 360Los Angeles, CA, US
serp_jobs.job_card.full_time
As a full-service marketing and public relations agency, were dedicated to helping businesses like yours thrive in an ever-evolving world. We are searching for a motivated and service-oriented.This ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Associate

Client Associate

JobotLos Angeles, CA, US
serp_jobs.job_card.full_time
Join a high-performing, boutique Los Angeles wealth management team as a Client Associate.Play a key role supporting advisors, managing accounts, and delivering exceptional service to high-net-wort...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Manager

Client Service Manager

VCA Animal HospitalsLos Angeles, CA, US
serp_jobs.job_card.full_time
Client Service Manager (Floor Manager).Salary : $68,640$75,000, depending on experience Location : VCA West Los Angeles Animal Hospital Los Angeles, CA. VCA West Los Angeles Animal Hospital is an AAH...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

Pointwealth Capital ManagementLos Angeles, CA, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Get AI-powered advice on this job and more exclusive features.

NO PHONE CALLS, Please. Candidates who meet the criteria will be contacted.

This position is for a fully licensed, experienced client service associate / manager (SIE, series 7, 66 or 65 / 63) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience.

We are a boutique investment firm located in Encino and we serve clients across the country. The role is responsible for servicing existing clients. This is a dynamic role and every day will be different. The Associate must have the ability to problem solve independently using our backoffice and extensive resources and communicate proactively when needing additional guidance.

We are looking for someone who wants to grow with a smaller but established firm. Your financial and professional advancement within financial services is as limitless as you allow it to be. Your primary responsibilities will be to work as part of a team in supporting a large client book.

Personal qualities you should have :

  • Great team attitude
  • Strong ethical character
  • Desire to help clients achieve financial comfort
  • Organized and detail?oriented
  • Outgoing, personable and engaging
  • High level of accuracy
  • Excel at multi?tasking and prioritization
  • Commitment to the companys growth, as well as professional and personal growth

Responsibilities

  • Prioritize daily tasks, track progress of projects and deadlines
  • Meet with and service existing and new clients
  • Continue to cultivate client relationships
  • Perform additional duties and special projects as assigned or needed

    • Qualifications

  • High proficiency with Microsoft Office products (i.e. Word, Excel, PowerPoint, etc.)
  • Ability to work in a fast?paced environment with high attention to detail
  • Superior communications skills, both oral and written; effective interpersonal skills
  • Ability to work well independently and within a team environment
  • Industry experience not required but you must be willing to learn

    • Benefits

  • 401(k)
  • 401(k) matching
  • Health insurance
  • Paid time off
  • Vision insurance

    • Job Type : Full?time

    Pay : From $120,000.00 per year

    Schedule : 8?hour shift

    Education : Bachelors (Required)

    Experience : Customer service : 3 years (Required)

    License / Certification : Series 7 (Required)

    Seniority level

  • Entry level

    • Employment type

  • Full?time

    • Referrals increase your chances of interviewing at Pointwealth Capital Management by 2x

    Get notified about new Client Services Associate jobs in Los Angeles, CA .

    #J-18808-Ljbffr