- Bank of America (Los Angeles, CA)
- Wealth Management Client Associate Los Angeles, 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
- 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
- Morgan Stanley (Pasadena, CA)
- …employer 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 (Long Beach, CA)
- …(M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *PWM Wealth Management Associate * **Location:** *California-Long Beach* **Requisition ... *POSITION SUMMARY:* Wealth Management Associates provide exceptional service...* Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request… more
- Equitable (Los Angeles, CA)
- Wealth Management Associate - CA, Los Angeles (5100) ( 2400006B ) **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
- M&T Bank (Los Angeles, CA)
- …within our Wealth Management division to gain experience on becoming a Wealth Associate . When starting with the team you'll learn from Wealth ... our clients need financial services outside of their core wealth management solutions, we have the resources... services delivery and expand relationships Serve as support associate to Wealth and Investment advisors as… 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
- Citigroup (Beverly Hills, CA)
- As a Citi Private Bank (CPB) Deposit & Treasury Management Sales Associate , you will work closely with Private Banker teams within your designated coverage ... of experience + Possess a minimum of 7 years of cash management , banking and client interfacing experience + Have knowledge of Treasury Management products,… more
- Citigroup (Hermosa Beach, 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
- Robert Half Office Team (El Segundo, CA)
- …recent experience as client associate or similar role at wealth management , broker dealer, banking, or investment banking firm. * Strong common-sense ... Description Responsibilities will include: * Client onboarding, maintenance, and support at preferred custodians....maintain efficient workflows while delivering an elevated level of client service. * Assist with firmwide operational functions and… more
- KPMG (Los Angeles, CA)
- … management internally and with clients. Significant experience in project management , client management , and executive communication (eg, interviews, ... **Business Title:** Senior Associate , Data Governance **Requisition Number:** 119624 - 8...governance journey and implications, ensuring robust and effective data management solutions. + Gather and analyze client … more
- KPMG (Los Angeles, CA)
- **Business Title:** Sr. Associate , Oracle EPM **Requisition Number:** 119778 - 8 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Los Angeles ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Bank of America (Pasadena, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Merrill Market Supervision Manager Pasadena, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … more
- KPMG (Los Angeles, CA)
- …Identify and clearly communicate performance improvement opportunities and leading practices to client personnel and senior management and work with partners to ... **Business Title:** Senior Associate , Internal Audit **Requisition Number:** 119115 - 8...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that… more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate , Infrastructure Project Advisory (Construction/Engineering) **Requisition Number:** 119424 - 8 **Function:** Advisory **Area of ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate , Workday Suppliers/Banking/Expenses Lead **Requisition Number:** 119621 - 8 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate , Strategy M&A HR Integration/Diligence **Requisition Number:** 119617 - 8 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate , Workday HCM **Requisition Number:** 119947 - 8 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Los Angeles ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate , Workday - Grants **Requisition Number:** 119938 - 8 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Los ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate , Complex Valuation **Requisition Number:** 118367 - 8 **Function:** Tax Services **Area of Interest:** **State:** CA **City:** ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more