- 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
- Robert Half Accountemps (Santa Barbara, CA)
- …* Proficiency in executing wire transfers and funds transfers * Demonstrable expertise in wealth management * Exceptional client service skills * Strong ... offering a short term contract employment opportunity for a Client Services Associate in the financial services...as a vital link between our clients and our wealth advisors, providing first-rate support and contributing to a… 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
- 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
- House of Blues (Beverly Hills, CA)
- …a knack for analyzing data, thinking creatively, developing innovative media strategies, and client management . WHAT THIS ROLE WILL DO Leadership/ Management ... across teams to ensure accuracy, consistent execution and seamless client service + Interact with multiple partners and continually...that align with business objectives + Works closely with Associate Director to ensure plans across all events are… more
- House of Blues (Los Angeles, CA)
- …a knack for analyzing data, thinking creatively, developing innovative media strategies, and client management . WHAT THIS ROLE WILL DO Leadership/ Management ... across teams to ensure accuracy, consistent execution and seamless client service + Interact with multiple partners and continually...that align with business objectives + Work closely with Associate Director to ensure plans across all events are… more