Talent.com
New Jersey Licensed Client Service Associate

New Jersey Licensed Client Service Associate

VirtualVocationsLong Beach, California, United States
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for a Client Service Associate to join a fast-paced team in the financial services sector.

Key Responsibilities

Prepare client meeting agendas, gather client data, and prepare reports

Attend and take notes during client meetings, documenting and tracking tasks

Maintain records in CRM and portfolio management software while providing support to advisors and clients

Required Qualifications

1-3 years of experience in financial planning / investment management

Experience with Money Guide Pro / eMoney and / or Redtail CRM is a plus

Willingness to obtain Series 7 and Life & Health licenses

Client Service Plus work style

Detail-oriented with the ability to manage time and tasks effectively

serp_jobs.job_alerts.create_a_job

Client Service Associate • Long Beach, California, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Client Services Associate

Client Services Associate

VirtualVocationsWhittier, California, United States
serp_jobs.job_card.full_time
A company is looking for a Client Services Associate (Remote).Key Responsibilities Triage and answer inbound communication via phone, chat, e-fax, email, and portal messages Provide ordering sup...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Associate, Client Services

Senior Associate, Client Services

VirtualVocationsSignal Hill, California, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Associate, CSA-3.Key Responsibilities Provide clients with account statements, balance inquiries, and various banking documents Facilitate account maintenance, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Client Services Associate

Client Services Associate

JobotLos Angeles, CA, US
serp_jobs.job_card.full_time
Join a top-performing wealth management team serving sophisticated clients in LA.You’ll support leading advisors within a premier firm, handling client service, reporting, and operations for high-n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Licensing Associate - Regulatory

Licensing Associate - Regulatory

VirtualVocationsTorrance, California, United States
serp_jobs.job_card.full_time
A company is looking for a Licensing Associate - Regulatory & International Licensing.Key Responsibilities Support the end-to-end process of obtaining and maintaining Money Transmitter Licenses (...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Sr. Registered Client Service Associate-Beverly Hills, CA

Sr. Registered Client Service Associate-Beverly Hills, CA

Raymond James FinancialBeverly Hills, CA, US
serp_jobs.job_card.full_time
Registered Client Service Associate.Supports Financial Advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across mul...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Associate

Client Service Associate

SPS-North AmericaSanta Ana, CA, US
serp_jobs.job_card.full_time
Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and effi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

Empirical Wealth ManagementLos Angeles, California, United States, 90064
serp_jobs.job_card.full_time
About Empirical Wealth Management.Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Services Associate

Client Services Associate

Manhattan West Enterprise Company, LLCLos Angeles, CA, US
serp_jobs.job_card.full_time
Manhattan West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team.This is an excellent opportunity to join a modern and fast-growing ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Senior Associate - Private Client Services

Tax Senior Associate - Private Client Services

EisnerAmperLos Angeles, CA, United States
serp_jobs.job_card.full_time
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you are starting out in your career or taking your next step as a season...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Service Associate

Client Service Associate

BeloForm CraftSanta Ana, CA, US
serp_jobs.job_card.full_time
Beloform is seeking a detail-oriented and proactive Communications Assistant to support internal and external communication initiatives. This role is vital in ensuring that all messaging aligns with...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Associate, Client Services

Associate, Client Services

Third BridgeLos Angeles, CA, US
serp_jobs.job_card.full_time
If you’re competitive, a confident communicator, both on the phone and in person, and.Third Bridge could be your next big move. Since 2007, we’ve grown to 1,500+ people across global fin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Client Service Associate

Client Service Associate

RIA RecruitingEl Segundo, CA, US
serp_jobs.job_card.full_time
Curated Wealth Partners is seeking a client service associate for our wealth management firm in El Segundo, CA.We are a multi-family office and investment advisory firm working with ultra-high-net-...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Client Solutions Associate - Los Angeles, CA (June 2026)

Client Solutions Associate - Los Angeles, CA (June 2026)

FactSetLos Angeles, CA, US
serp_jobs.job_card.full_time
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Service Associate

Client Service Associate

Morgan StanleyWestlake Village, CA, US
serp_jobs.job_card.full_time
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions wi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
New Jersey Licensed Client Service Associate

New Jersey Licensed Client Service Associate

VirtualVocationsGarden Grove, California, United States
serp_jobs.job_card.full_time
A company is looking for a Client Service Associate to join a fast-paced team in the financial services sector.Key Responsibilities Prepare client meeting agendas, gather client data, and prepare...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Licensed Associate Counsel

Licensed Associate Counsel

VirtualVocationsLong Beach, California, United States
serp_jobs.job_card.full_time
A company is looking for a Remote Associate Counsel to serve as the internal legal point of contact on emerging technologies and support various legal initiatives. Key Responsibilities Provide leg...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Licensed Client Service Associate - FOUNTAIN VALLEY

Licensed Client Service Associate - FOUNTAIN VALLEY

CitigroupFountain Valley, CA, US
serp_jobs.job_card.full_time
Licensed Client Service Associate - Fountain Valley.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
New Jersey Licensed Commercial Lines Associate

New Jersey Licensed Commercial Lines Associate

VirtualVocationsTorrance, California, United States
serp_jobs.job_card.full_time
A company is looking for a Commercial Lines Associate Client Representative.Key Responsibilities Support lead servicer in managing a high-volume book of business and ensure timely completion of t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less
  • serp_jobs.job_card.promoted
Client Service Associate

Client Service Associate

Chats Cloud CoverCulver City, CA, US
serp_jobs.job_card.full_time
Chats Cloud Cover – About Us.At Chats Cloud Cover, we are redefining the way businesses engage with technology.Based in Culver City, CA, our team is dedicated to delivering innovative cloud s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Service Associate • •

Client Service Associate • •

Morgan StanleyNewport Coast, CA, US
serp_jobs.job_card.full_time
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. Through regular interactions with clients, ind...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30