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Vince
Los Angeles, CA, United States
Title Client Service Associate Salary Range The anticipated base salary range for this position is $20 to $22 hourly. Exact salary depends on several factors such as experience, skills, and budget. Salary range may vary based on geographic location. Location Los Angeles, CA Reporting Structure The Client Service Associate reports directly to
Job Source: VinceSPS North America Inc
Santa Monica, CA, United States
Job Details Level Entry Job Location AZLAX 78 - Santa Monica, CA Position Type Full Time Salary Range $18.00 - $19.00 Hourly Job Category Customer Service Description Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leade
Job Source: SPS North America Incgpac
Los Angeles, CA, United States
Job Description Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts.
Job Source: gpacEdelman Financial Engines
Pasadena, CA, United States
Client Service Associate Client Service Shared Support Team At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us t
Job Source: Edelman Financial EnginesSPS North America Inc
Los Angeles, CA, United States
Job Details Level Experienced Job Location IMUMLA - Los Angeles, CA Position Type Full Time Salary Range $24.50 Hourly Job Category Customer Service Description Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.
Job Source: SPS North America IncDogpound Fitness, Inc.
West Hollywood, CA, United States
Job description DOGPOUND Client Services Associate THE FACE AND FRONTLINE OF DOGPOUND: the ultimate DOGPOUND Brand Ambassador, you are the first client experience and point of contact for DOGPOUND. Energetic, charismatic, authentic, thrives on a community, and works well in a team / family environment. Experienced, with an eagerness to grow and l
Job Source: Dogpound Fitness, Inc.Bank of America
Pasadena, CA, United States
Financial Center Client Service Representative Pasadena, California Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Job Source: Bank of AmericaSensor Tower
Los Angeles, CA, United States
Fraud warning: It's common for scammers to create positions that look legitimate on other sites. To ensure your submission is considered, only apply for positions at Sensor Tower through our company website or through posts directly associated with Sensor Tower company profiles on sites such as LinkedIn, Indeed, BuiltIn or Hackajob. At no point wi
Job Source: Sensor TowerLos Angeles, CA, United States
Manhattan West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services.
The Client Associate will be a key member of our team and will be integrally involved in all aspects of the company’s Wealth Management business by providing administrative and operational support to Financial Advisors, onboarding new clients, and managing day-to-day client requests.
About this Position:
This position may provide a path to becoming a Financial Advisor if desired
Located at Manhattan West’s office in Century City, Los Angeles, CA
Fulltime exempt with Monday, Tuesday, Thursday in the office, and Wednesday, Friday remote
Reports to the Chief Administrative Officer
Responsibilities:
Opening new accounts
Managing money movements (transfers, trades, wires/ACH, etc.)
Communicating daily with prospective and existing clients
Documenting client communications in Salesforce
Reviewing documents for accuracy and properly maintaining accounts
Preparing spreadsheets, reports, and other material for client meetings
Performing other duties and responsibilities as assigned
Skills:
Excellent organizational skills
Skilled in communicating with clients via phone, email, and letters
Ability to work in a team environment
Problem solving - the ability to successfully resolve inquiries professionally and to prioritize issues
Requirements:
At least one years’ experience as a Client Associate within financial services
Bachelor’s degree from an accredited 4-year institution
Detailed oriented
Proficient with the day-to-day tasks of a Client Associate
Strong customer service background
Proficient in Microsoft Office and DocuSign
Must be legally authorized to work in the United States
Successful completion of background check and pre-employment assessments
Ability to complete the essential functions of the job with or without reasonable accommodation
Compensation:
Salary range $80,000 - $110,000 based on qualifications and experience
Discretionary bonus
Featured Benefits:
Medical, vision and dental insurance
401(k) plan
Stock market holidays + Paid time off (PTO)
Other fringe benefits as are made available to other similarly situated employees
Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.
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Client Services Associate (Financial Services) jobs in Los Angeles, CA, United States
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