- Morgan Stanley (Los Angeles, CA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Private Wealth Management Registered Client Service ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- JPMorgan Chase (Long Beach, CA)
- …meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to individuals ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...will be done with a consistent focus on relationship management , not portfolio management + Demonstrate a… more
- Morgan Stanley (Long Beach, CA)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Registered Client Service ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to...exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily… 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 professional...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more