- Bank of America (Pasadena, CA)
- Wealth Management Client Associate Pasadena, 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
- Morgan Stanley (El Segundo, CA)
- …**Job:** ** Wealth Management * **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *California-El Segundo* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Bank of America (Los Angeles, CA)
- …Investment Management or Relationship Management . The Wealth Management Associate provides quality client service and effective and efficient ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Morgan Stanley (Woodland Hills, CA)
- …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 (Pasadena, CA)
- …the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team ... *POSITION SUMMARY:* The Wealth Management Associate is...campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates… more
- Morgan Stanley (Pasadena, CA)
- …The Portfolio Management (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth Advisors ... with developing financial plans and investment strategies based on client goals. The Portfolio Management Associate... Management * **Title:** *Private Wealth Management Portfolio Management Associate **Location:**… more
- Equitable (Woodland Hills, CA)
- Wealth Management Associate - CA, Woodland Hills (3962) ( 200004CR ) **Primary Location** : UNITED STATES-CA-WOODLAND HILLS **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
- 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...develop additional opportunities for clients + Serve as support associate to Wealth and Investment advisors as… 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...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you… 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
- 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
- Citigroup (Los Angeles, CA)
- The Associate Banker SAFE Act LO is a seasoned...pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + ... **Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability… 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 ... Supervision Manager Los Angeles, California;Beverly Hills, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate , Working Capital **Requisition Number:** 113120 - 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 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 , Deal Advisory and Strategy Analytics - Industrials **Requisition Number:** 116848 - 8 **Function:** Advisory **Area of ... 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 Projects/Assets/Customers Lead **Requisition Number:** 112679 - 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
- 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 ... **Description** **Tax Credits & Incentives Advisory Senior Associate - R&D** **Description** Ranked among the largest...Section 41 to gather qualitative details as to how client 's work meets the definition of qualifying research activities.… more
- KPMG (Los Angeles, CA)
- …Microsoft Excel, Access, Power BI, Alteryx and similar tools + Interview senior client management , identify and evaluate critical valuation related inputs from ... **Business Title:** Associate , Economic Valuation Services - Valuation | Multiple...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… 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