Jobs near Long Beach: 15,119
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Relevance Score ranked on: CLIENT SERVICE
Private Wealth Management Registered Client Service Associate
Long Beach,
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client f...
Search Terms: Client Service, Management, Associate, Registered, Private
89.9
0mi
Updated: September 11
Client Service Associate, Optin
Long Beach,
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client f...
Search Terms: Client Service, Associate, Client Support, Service, Skills
89.7
0mi
Updated: September 10
Specialist, CPD Client Services
Signal Hill
Responsible for providing exemplary customer service and support for Wholesale CPD accounts through email and call-center activities. Manages and maintains front-end, custom client web sites, and back-end reporting and analytical tools to launch, monitor, and maintain high levels of customer web-to-p...
Search Terms: Client Service, Specialist, Customer Service, Retail, Business Services
86.7
2mi
Updated: September 03
Client Service Associate
Los Angeles
On April 1, 2026, First Foundation Bank merged with and into Sunflower Bank, N. A. Additionally, First Foundation Advisors became a wholly owned subsidiary of First. Sun Capital Bancorp, the parent company of Sunflower Bank, N. A. First Foundation Advisors is an affiliated company of Sunflower Bank, ...
Search Terms: Client Service, Associate, Service, Client Relations, Advisor
84.9
14mi
Updated: September 16
Licensed Client Service Associate - FOUNTAIN VALLEY
Fountain Valley
Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable law...
Search Terms: Client Service, Associate, Licensed, Processing, Service
83.8
14mi
Updated: September 10
Client Service Associate, Account Processing
Los Angeles
Open and maintain various account types for Correspondent Broker-Dealers, ensuring proper AML setup and documentation Prepare PMA and Prime Broker approval packets for committee review Perform quality control on documentation received for new accounts, checking for compliance and completeness Process...
Search Terms: Client Service, Processing, Associate, Account, Service
83.8
14mi
Updated: September 09
J.P. Morgan Advisors - Client Service Manager - Los Angeles, CA
Los Angeles
Join our team at J. P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firm...
Search Terms: Client Service, Service Manager, Advisor, Manager, Support Staff
83.3
14mi
Updated: September 04
Private Client Service Associate
Los Angeles
“I can be myself at work.”You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workpla...
Search Terms: Client Service, Associate, Business Operations, Private, Service
82.9
14mi
Updated: August 28
Sr. Director Client Services
Anaheim
Southern California News Group (SCNG) is looking for a Senior Director of Client Services to oversee and lead our client services and category support team. This role will function as the lead strategist on top accounts to ensure the correct product strategy and execution are in place. What you will ...
Search Terms: Client Service, Director, Operations, News, Leadership
82.7
14mi
Updated: August 25
Senior Investment Adviser Associate-Client Service
Los Angeles
Kayne Anderson Rudnick, headquartered in Los Angeles, is a well-respected wealth and asset management firm that manages over $50 billion in assets and employs more than 135 people across the United States. Established in 1984, KAR began by managing John Anderson’s family assets but gradually expanded...
Search Terms: Client Service, Investment, Associate, Wealth Advisor, Senior
82.4
14mi
Updated: August 18
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