- Bank of America (Pasadena, CA)
- Wealth Management Client Associate Pasadena, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Morgan Stanley (Woodland Hills, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * ... Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player… more
- Morgan Stanley (Pasadena, CA)
- …the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team ... *POSITION SUMMARY:* The Wealth Management Associate is...campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates… more
- Morgan Stanley (Pasadena, CA)
- …The Portfolio Management (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth Advisors ... with developing financial plans and investment strategies based on client goals. The Portfolio Management Associate... Management * **Title:** *Private Wealth Management Portfolio Management Associate **Location:**… more
- Equitable (Woodland Hills, CA)
- Wealth Management Associate - CA, Woodland Hills (3962) ( 200004CR ) **Primary Location** : UNITED STATES-CA-WOODLAND HILLS **Organization** : Equitable ... Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques,… more
- Zions Bancorporation (Irvine, CA)
- …"Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within the bank that offers ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...risk management . The primary goal of a wealth management group is to help clients… more
- Wells Fargo (Seal Beach, CA)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... via telephone, direct interaction and/or written correspondence + Facilitate FA and client requests for account related information and/or quotes + Schedule and… more
- Citigroup (Arcadia, CA)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Registered Client Service Associate is a developing...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- PNC (Irvine, CA)
- …have an opportunity to contribute to the company's success. As an Asset Management Group Development Program Analyst/ Associate within PNC's Asset Management ... will be based in Charlotte, Louisville, or Irvine. **Job Description** **Asset Management Group Development Program Analyst/ Associate ** By joining one of PNC's… more
- Zions Bancorporation (Irvine, CA)
- …Lending + Leveraged Finance + Entertainment Lending + Lending Services + Premier Wealth Management + Business Banking Minimum Qualifications: + Bachelor's degree ... clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment… more