Are you truly service oriented? Do you know how to take care of people?

We’re looking for a [job title] to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team w...

Do you know how to manage people? Do you have a knack for implementing service standards?

We’re looking for an Administrative Officer, in our Pasadena, Sherman Oaks and Century City branches to:

• Manage branch administration, including a diverse team of associates, and provide administrative support to Financial Advisors.
• Recruit, select, onboard, train and manage administrative support staff.
• Conduct performance reviews and make personnel decisions related to comp...

• Client Management: Supporting consultants in managing relationships with institutional clients, including coordinating meetings, responding to inquiries, and ensuring smooth communication.
• Report Preparation: Assisting with the preparation of client reports, presentations, and other materials that support the consulting team's work.
• Administrative Support: Handling general administrative tasks like scheduling, managing email correspondence, and maintaining client databases. <...

Are you truly service oriented? Do you know how to take care of people? Can you anticipate next steps?
A Client Associate services clients and provides operational and administrative support to Financial Advisors.

Detailed salary information:
• Los Angeles Branch: the salary range for this role is $55000 to $70000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualificati...

Your role
Are you driven by the desire to deliver exceptional client service? Do you like to work as part of team to solve problems and deliver solutions? Are you at your best when supporting others? We’re looking for someone like that who can build and maintain trustworthy relationships with Financial Advisor teams, key Wealth Management branch personnel and Banking and Lending team partners.

Key competencies and responsibilities include:

• Partner with Financial Advisor...

Are you truly service oriented? Do you know how to take care of people? Can you anticipate next steps?
A Client Associate services clients and provides operational and administrative support to Financial Advisors.

We’re looking for a Client Service Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect ...

Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate who can provide operational and administrative support to financial advisors. You’ll:
• keep management systems up to date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan te...