- Bank of America (Beverly Hills, CA)
- Wealth Management Client Associate Beverly 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
- 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 (Los Angeles, 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 (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Charles Schwab (Los Angeles, CA)
- …virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized ... advice built on Schwab's approach to investing. As an Associate Wealth Advisor, you will be responsible...opportunity to continue to build a strong foundation in wealth management and sets you on the… 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;Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … 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
- 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 ... of El Segundo, California is seeking a self-motivated and dynamic Client Service Associate for a multi-faceted service and support role. Validus Capital serves… 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
- Bank of America (Los Angeles, CA)
- …**Skills:** * Relationship Building * Data Visualization * Continuous Improvement * Project Management * Client Management * Referral Identification * ... other businesses in Global Banking & Markets plus Global Wealth & Investment Management and Consumer Banking...Management * Market Analysis * Business Development * Client Solutions Advisory * Pipeline Management **Requirements:**… 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;Beverly Hills, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … 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
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate , Financial Due Diligence **Requisition Number:** 118441 - 8 **Function:** Advisory **Area of Interest:** **State:** CA **City:** ... 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:** Sr. Associate , Workday Payroll - Implementation **Requisition Number:** 118414 - 8 **Function:** Advisory **Area of Interest:** **State:** CA ... 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
- House of Blues (Beverly Hills, CA)
- …please read on! THE ROLE Live Nation is looking for a CRM Associate to manage the operations and execution of Ticketmaster's multi-channel CRM campaigns, including ... and being the main point of contact for our client facing stakeholders. WHAT THIS ROLE WILL DO +...Cloud (SFMC) + Detail oriented with strong organizational, project management and analytical skills + Ability to work in… more
- Citigroup (Beverly Hills, CA)
- …an implementation manager, sales associate or sales specialist in Private Banking / Wealth Management a plus + BA/BS(required) + MBA a plus + Certified ... + Possess a minimum of 10 years of treasury management , banking, and client interfacing experience +...to pursue (a plus) + Have knowledge of Treasury Management products, banking & the client sales… more