- Bank of America (Woodland Hills, CA)
- Wealth Management Client Associate Woodland Hills, California **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- JPMorgan Chase (Canoga Park, CA)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management , you will have the opportunity ... to provide exceptional client service, operational marketing, and administrative support. You will...providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management… more
- Equitable (Los Angeles, CA)
- Wealth Management Associate - CA, Los Angeles (5041) ( 230000II ) **Primary Location** : UNITED STATES-CA-Los Angeles **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
- Bank of America (Los Angeles, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Supervision Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of... Supervision Manager will partner with and backup the Client Relationship Manager. The Private Wealth Supervision… more
- Charles Schwab (Los Angeles, CA)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth ...collaborative environment designed to both grow and support the client base they support. We value integrity, open communication,… more
- Deloitte (Los Angeles, CA)
- Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT… more
- Raymond James Financial, Inc. (Torrance, CA)
- …**Who We Are** Maeder Wealth Group offers comprehensive financial planning and wealth management services. The clients we serve expect a certain level of ... everything we do. **Job Summary** We are seeking a Client Service Associate to add to our...the financial advisors and office associates + Proficiency in Client Relationship Management (CRM) software. + Proficiency… more
- Wells Fargo (Beverly Hills, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. ... management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- Wells Fargo (Woodland Hills, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Citigroup (Westlake Village, CA)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Licensed 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
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...solutions tailored to clients' specific needs. As an Investment Associate in JP Morgan Advisors, you will work in… more
- Grant Thornton (Los Angeles, CA)
- Tax Associate As a Tax Associate at Grant Thornton, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax ... and healthcare. Procedures vary depending on the type of engagement and associate experience. Procedures may range from reviewing data input, utilizing various… more
- JPMorgan Chase (Los Angeles, CA)
- Join JP Morgan's Global Banking team as an Associate in Business Development, where you will play a key role in driving our focus on private capital markets. This is ... relationships, and drive growth within a dynamic and supportive environment. As an Associate in Business Development within Capital & Advisory Solutions, you will be… more
- Bank of America (Beverly Hills, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Los Angeles, California;Beverly Hills, California; Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- City National Bank (Los Angeles, CA)
- …managing of the overall relationship of assigned managed agency accounts. Represent Wealth Management in various business activities and maintains contacts with ... *INVESTMENT SERVICE ASSOCIATE SENIOR* WHAT IS THE OPPORTUNITY? Work with...balance accounts, accounts not scheduled for events, etc.Prepare custom client reporting. * Risk Management and ComplianceFollow… more
- Zions Bancorporation (El Segundo, CA)
- …With a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development ... Capital Markets. Zions Capital Markets Zions Capital Markets provides targeted, client -driven financing and advisory solutions to help companies across our markets… more
- Cherry Bekaert (Los Angeles, CA)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- Cherry Bekaert (Los Angeles, CA)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- WTW (Los Angeles, CA)
- …goals. + Assist NA leadership with refining the Industry focused model, prioritizing client & associate retention while quickly scaling extraordinary growth + ... management and deployment of staff to effectively produce client deliverables. + Responsible for the development and execution...expertise in the HC&LS Industry Vertical and uses our wealth of data to create and differentiate WTW through… more
- WTW (Los Angeles, CA)
- …**Clients** + Serve as the lead Executive Compensation Consultant on client projects, supporting management and/or the compensation committee, developing ... way that ensures profitable revenue for Willis Towers Watson, associate engagement and development and high client ...client relationship skills: the ability to influence senior management and the ability to work across all levels… more