• Private Wealth Client

    Bank of America (Los Angeles, CA)
    Private Wealth Client Associate Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
    Bank of America (01/24/25)
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  • JP Morgan Wealth Management…

    JPMorgan Chase (Encino, CA)
    …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, ... operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of… more
    JPMorgan Chase (01/05/25)
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  • Merrill Private Wealth Supervision…

    Bank of America (Los Angeles, CA)
    Private Wealth Supervision Manager will partner with and backup the Client Relationship Manager. The Private Wealth Supervision Manager operates with ... are managed in alignment with client goals. **Position Overview:** The Private Wealth Supervision Manager (PWSM)positionreports to the Merrill Private more
    Bank of America (11/06/24)
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  • Licensed Client Service Associate

    Citigroup (Hermosa Beach, CA)
    …acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Licensed Client Service Associate is a developing...team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the… more
    Citigroup (01/12/25)
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