Senior Associate - Private Client Services (PCS) Hybrid/ Remote
Job Title : Senior Associate - Private Client Services
Job Salary : $80k - $110k+
Requirements : 1-2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Banking firm (Series 65 or 66 Highly Preferred)
We are a "Registered Investment Advisors (RIAs) founded in 1999 and based in Los Angeles with 200+ employees and over $20 billion in assets under management.
We work exclusively with High Net Worth and Ultra High Net Worth Individuals and their multi-million and billion-dollar businesses as well as their families.
Due to continuous growth, we are looking to add a Private Client Services Senior Associate level person to help lead the team!
Requirements include Bachelors in Finance, Economics, or related field, 1-2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Banking firm (Series 65 or 66 Highly Preferred), and having shown solid tenure in their past roles.
In return, we are offering a competitive salary ($80k - $110k+), Full Benefits (including Health, Dental, Vision, 401k Match, etc.
Discretionary Bonuses, Generous PTO, and Paid Holidays. Please apply today or send an email with a copy of your latest resume to !
Top Reasons to Work with Us
- Onboarding of new High Net Worth clientele
- Working directly with the Wealth Advisors in preparation of allocations and investments
- Active communication with clients - processing inquiries
- Preparing and processing investment paperwork
What You Will Be Doing
- Onboarding of new High Net Worth clientele
- Working directly with the Wealth Advisors in preparation of allocations and investments
- Active communication with clients - processing inquiries
- Preparing and processing investment paperwork
What You Need for this Position
- Bachelors in Finance, Economics, or related field
- 1-2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Banking firm
- Series 65 or 66 Highly Preferred
What's In It for You
Salary : $80k - $110k+
- Full Benefits (Health, Dental, and Vision)
- 401k Match
- Generous PTO
- Paid Holidays
Senior Coordinator Client Services
A company is looking for a Senior Coordinator, Client Services. ...
Attorney - Insurance Defense Associate - National Law Firm - Hybrid Remote
Our client, a prominent national law firm, is seeking an Associate to join their Westchester County, NY office. This position may be hybrid remote. ...
Senior Specialist Client Services
A company is looking for a Senior Specialist (SME), Client Services. CSC and/or Team Lead roleExperience providing training and guidance to the Client Services team or other groupsDemonstrated ability to perform as an expert in operational processes and provide insight to junior staff. ...
Senior Engineer, IT Services Engineering (Atlassian) Hybrid in San Francisco, CA
Talent digital is seeking a Senior Engineer, IT Services Engineering. Prefer local to San Francisco, CA- to work a hybrid model. Open to remote for the right candidate. Troubleshooting and resolve issues related to all IT Services tools/platforms, configuration, and apps. ...
Senior Client Service Associate
A company is looking for a Senior Client Service Associate - Group Benefits - Remote. ...
Korean Bilingual Tax Senior Associate
Below are the details:</p> <p> </p> <p style="margin-bottom:16px"><b><u>Korean Bilingual Tax Senior Associate in San Diego, CA. Provide expert tax planning and advisory services to optimize client outcomes and enhance business growth. Our client a leadi...
Financial Services Audit Senior Associate
This team provides audit services, Review and compilation services and other agreed upon audit procedures to a variety of client sizes and industries. The Financial Services Audit Senior Associate role will be based out of our San Francisco, Los Angeles or Orange County offices. But our commitment g...
Oracle SCM PDH Cloud: Senior Associate
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Identifying and addressing client needs: building, maintaining, and utilizing network of client relationships and community involvement;. We help our clients ...
Tax Manager and Seniors - Remote - Home Based Flexible Hours
Senior Associates regularly communicate with clients and managers, maintain strong written and oral presentation skills, conduct research on various client issues, and mentor Staff. Corporate Tax Senior Associates serve as members of various client service teams. In addition to the preparation and r...
Tax Director - Private Client Services
We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. Identify potential opportunities for new and/or expanded client servi...