Registered Client Service Associate Jobs in Beverly Hills, CA | Glassdoor
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Registered Client Service Associate Jobs in Beverly Hills, CA

213 Jobs

  • 3.5
    UBS – Century City, CA
    $38k-$61k(Glassdoor est.)
    7 days ago 7d
    help us support the front office while servicingclients. You’ll: – support [Client Advisors/Relationship Managers/Investment… point of entry for processing client orders – make sure that administrative arrangements and client-related processes are completed…
  • 3.4
    Citibank – La Canada Flintridge, CA
    $43k-$67k(Glassdoor est.)
    11 days ago 11d
    Licensed Customer Associates are expected to support Financial Advisors and provide world class customer service where the focus… focus is on client satisfaction and deepening relationships. Job Responsibilities Efficiently manage inquiries from CWM FAs…
  • 3.5
    Wells Fargo – Beverly Hills, CA
    $39k-$63k(Glassdoor est.)
    7 days ago 7d
    by providing sales and servicing support. Utilizes past experience as a registered brokerage associate to anticipate and proactively… with internal departments and/or directly with the client in solving service/operational issues, answering or providing information…
  • 3.5
    Bank of America – Beverly Hills, CA
    NEW
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).…
  • 3.6
    Citi – La Canada Flintridge, CA
    $36k-$55k(Glassdoor est.)
    NEW
    Licensed Customer Associates are expected to support Financial Advisors and provide world class customer service where the focus… focus is on client satisfaction and deepening relationships. Job Responsibilities Efficiently manage inquiries from CWM FAs…
  • 2.9
    CitiMortgage – La Canada Flintridge, CA
    $36k-$56k(Glassdoor est.)
    19 days ago 19d
    Licensed Customer Associates are expected to support Financial Advisors and provide world class customer service where the focus… focus is on client satisfaction and deepening relationships. Job Responsibilities Efficiently manage inquiries from CWM FAs…
  • 3.5
    UBS – Century City, CA
    7 days ago 7d
    households & participate in client events. The Private Wealth Management Senior ClientServiceAssociate provides ongoing day-to-day… Forbes recognized team is looking to add an experienced clientservice administrator to their practice. The individual will work…
  • 3.8
    Edward Jones – Beverly Hills, CA
    21 days ago 21d
    investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and… income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What is…
  • 3.5
    Bank of America – Santa Monica, CA
    $39k-$59k(Glassdoor est.)
    7 days ago 7d
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.5
    Wells Fargo – Woodland Hills, CA
    $39k-$63k(Glassdoor est.)
    25 days ago 25d
    operational clientservice support to assist the business activities of the Financial Advisor(s). Interfaces directly with clients may… recognized equivalents) Desired Qualifications Strong clientservice skills Strong attention to detail and accuracy skills…
  • 3.5
    D.A. Davidson Companies – Los Angeles, CA
    5 days ago 5d
    important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part… what is right for our clients and, as employee-owners, are empowered to deliver high-impact solutions. Clients not only benefit from…
  • 3.7
    Morgan Stanley – Beverly Hills, CA
    19 days ago 19d
    PowerPoint. · Superior interpersonal, organizational and clientservice skills. Ability to prioritize tasks and meet deadlines.… and RESPONSIBILITIES: · Client contact including responding to client requests and client outreaches. · Perform general…
  • 3.0
    Union Bank of California – Beverly Hills, CA
    $42k-$61k(Glassdoor est.)
    4 days ago 4d
    Advisors to offer investments to clients of the Bank. Once registered meet with new and existing clients to provide market data, place… Regional Sales Manager of UnionBanc Investment Services, the ClientAssociate supports all activities of the Financial Advisors (“FAs…
  • 3.5
    Bank of America – Los Angeles, CA
    $39k-$59k(Glassdoor est.)
    13 days ago 13d
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 5.0
    Tephra Inc. – Los Angeles, CA
    EASY APPLY
    19 days ago 19d
    operational clientservice support to assist the business activities of the Financial Advisor(s). Interfaces directly with clients and… recognized equivalents) Desired Qualifications Strong clientservice skills Strong attention to detail and accuracy skills…
  • 3.7
    Lenox Advisors – Los Angeles, CA
    HOT
    work and accountability. A passion for clientservice. You enjoy talking with clients and are interested in getting to know them… offer advice and complete sales. Build client loyalty by providing an exceptional client experience through delivering trusted…
  • Resources and Solution – Los Angeles, CA
    6 days ago 6d
    Senior RegisteredClientAssociate Job Type: Full-time position in Woodland Hills, CA Citizenship: US citizen or green… contracted firm in CA has an urgent need a Senior RegisteredClientAssociate at their facility in Woodland Hills, CA This…
  • 3.5
    Wells Fargo – Woodland Hills, CA
    $35k-$56k(Glassdoor est.)
    18 days ago 18d
    operational clientservice support to assist the business activities of the Financial Advisor(s). Interfaces directly with clients and… recognized equivalents) Desired Qualifications Strong clientservice skills Strong attention to detail and accuracy skills…
  • 3.0
    Mitsubishi UFJ Financial Group – Beverly Hills, CA
    $46k-$65k(Glassdoor est.)
    4 days ago 4d
    Advisors to offer investments to clients of the Bank. Once registered meet with new and existing clients to provide market data, place… ingenuity, exceptional attitude, and passion for exemplary clientservice that drives our success. We respect diverse backgrounds,…
  • 3.9
    Mutual of Omaha – Los Angeles, CA
    EASY APPLY
    5 days ago 5d
    leadership ability Our best advisors make an impact with their clients and with their colleagues. We believe in a grassroots approach…
  • 3.5
    Bank of America – Beverly Hills, CA
    13 days ago 13d
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).…
  • LiniumFSAF – Woodland Hills, CA
    5 days ago 5d
    Financial Services Professionals to handle a Senior RegisteredClient Support Associate in Woodland Hills, CA. Main Responsibilities… practice as well as overall administrative and operational clientservice support to assist the business activities of the Financial…
  • 3.0
    Union Bank of California – Beverly Hills, CA
    NEW
    and maintains all required paperwork associated with the sales and maintenance of client accounts. This includes suitability update… ingenuity, exceptional attitude, and passion for exemplary clientservice that drives our success. We respect diverse backgrounds,…
  • 4.2
    City National Bank – Beverly Hills, CA
    7 days ago 7d
    including familiarity with mapping clients' investment needs to asset allocation models, structuring client investment portfolios, and… individuals and families within a specific market. Interact with clients, prospects and colleagues on a regular basis providing asset…
  • 4.4
    ProCare One – Los Angeles, CA
    NEW
    Benefits of RN Registered Nurse working with ProCare One: Immediate openings 24/7 Answering Service Travel Opportunities… the quality of our personnel or the caliber of service that we give to our clients and employees. Our 30 locally run offices allow…
  • 3.5
    Bank of America – Monterey Park, CA
    $33k-$48k(Glassdoor est.)
    4 days ago 4d
    Job Description: Financial Center ClientService Representative I s FC CSR I are responsible for providing a positive customer… Broadway, Los Angeles, CA 90012. REGISTRATION IS REQUIRED. To register, please click the Apply Now button and follow instructions…
  • 4.4
    ProCare One – Los Angeles, CA
    NEW
    Additional Benefits for a Registered Nurse RN: Immediate openings 24/7 Answering Service Day and Night shifts available… the quality of our personnel or the caliber of service that we give to our clients and employees. Our 30 locally run offices allow…
  • 3.7
    Morgan Stanley – Beverly Hills, CA
    7 days ago 7d
    prospect for clients; open new account relationships; and attend second National Performance Training Session. Phase 3: Client Acquisition… for your hard work you will have the opportunity to provide clients with exceptional investment advice to help them reach their…
  • 4.3
    Independent Capital Management – Beverly Hills, CA
    EASY APPLY
    HOT
    level. As a full-service independent Financial Advisor you can create customized plans to meet your clients’ needs in the following… high level of individualized service throughout your long term consultative relationships with clients to increase loyalty and referral…
  • 3.7
    JLL – Los Angeles, CA
    $45k-$63k(Glassdoor est.)
    NEW
    Accounting Associate (DTLA) Auto Req ID 63989BR Job Description We are currently seeking an Accounting Associate to join our… estate under asset management. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated. For further…
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