- Morgan Stanley (Newport Beach, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Client Service Associate **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Aristotle Capital Management (Newport Beach, CA)
- …research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior Associate ... RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests… more
- Aristotle Capital Management (Newport Beach, CA)
- …strategies and clients. This position will also work as a liaison between the client service team and different departments throughout our organization. What You ... client success. We are currently seeking a Client Portfolio Associate to join our team....affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as… more
- JPMorgan Chase (Huntington Beach, CA)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more