Top 1322 Client associate Jobs in Glendora, Ca

Senior Client Service Associate- Bel Air Investment Advisors
HighTower Advisors —Los Angeles, CA
- $125,000 - $150,000 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Research
- Profit sharing
- Paid parental leave
Quick Apply
Client Service Associate
Hemann Preator Ching & Associates —City of Industry, CA
- $55,000 - $65,000 a year
- Part-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Quick Apply
Part Time (20 Hours) Associate Banker, Azusa Branch, Azusa, CA
JPMorganChase —Azusa, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
3d
Associate Attorney - Personal Injury Litigation
Montgomery|Steele —Upland, CA
- $125,000 - $165,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Paid holidays
- 401(k)
Quick Apply
11d
Litigation Associate Attorney (Hybrid - Remote & In-Person)
Law Offices of Christian Contreras, PLC —Montebello, CA
- $110,000 - $190,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Zwicker & Associates, P.C. —Glendale, CA
- $120,000 - $140,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid holidays
- Disability insurance
Quick Apply
Associate Attorney
Law Offices of Sergio Siderman —Los Angeles, CA
- $70,000 - $90,000 a year
- Full-time
- Bilingual
- Spanish
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
10d
Securities Trading Associate
Centaurus Financial Inc. —Anaheim, CA
- $50,000 - $125,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Seasonal Tax Associate - In-Store
Intuit —Pasadena, CA
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Tax Associate – In-Store
Intuit —Yorba Linda, CA
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Seasonal Tax Associate - In-Store
Intuit —Fullerton, CA
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Experienced Tax Associate
Temo Arjani LLP —Pasadena, CA
- $60,000 - $85,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
- Free parking
- Paid holidays
Quick Apply
Associate Attorney
The Advocates - PNW —Los Angeles, CA
- $120,000 - $200,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
5d
California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)
Blais & Associates —California
- From $25 an hour
- Part-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- 401(k)
- 401(k) matching
Quick Apply
Bilingual Associate Attorney (Immigration)(English/Chinese)
Juris Path Law Firm, PC —City of Industry, CA
- $120,000 - $150,000 a year
- Full-time
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
11d
Associate Attorney - Consumer Class Action
Wilshire Law Firm —Los Angeles, CA
- $185,000 - $250,000 a year
- Full-time
- 18 years or older
- Mid-level
- 3 years
- AD&D insurance
- Paid holidays
Associate Attorney (Employment Law)
Angel City Law, PC —Los Angeles, CA
- $95,000 - $200,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Associate Veterinarian: Mentorship provided
Pomona Valley Veterinary Hospital —Pomona, CA
- $180,000 - $220,000 a year
- Full-time
- Doctoral degree
- In-person
- Entry level
- Health insurance
- 401(k)
Quick Apply
Associate Attorney
Wood, Smith, Henning & Berman —Ontario, CA
- $110,000 - $160,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 1 year
- Disability insurance
- Health insurance
Quick Apply
Tax Support Associate – Retail
Intuit —Fontana, CA
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d

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client associate jobs near glendora, ca

Senior Client Service Associate- Bel Air Investment Advisors

HighTower Advisors -
Los Angeles, CA

Quick Apply

Job Details

Full-time
$125,000 - $150,000 a year

Benefits

Profit sharing
Paid parental leave
Health savings account
Health insurance
Dental insurance
Parental leave
Vision insurance
401(k) matching
Loan assistance
Pet insurance

Qualifications

Customer communication
Research

Full Job Description

Your Future Team
Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets. We offer a diverse mix of proprietary and sub-advisory investment strategies within our open architecture platform. The firm was founded in 1997, with offices based in Los Angeles built on a set of client-centric core beliefs which guide its practice.

Bel Air Investment Advisors employs more than 50 individuals including financial analysts, investment advisors, research professionals, portfolio managers, fixed income and equity traders, and administrative support. The company is looking to add a Senior Client Service/Advisory Associate (CSA) to help the team grow.

What You’ll Do

Coordinates the implementation of the service and operational functions of the advisory team necessary to ensure proper servicing of clients and the timely/accurate execution of investments.
Acts as a liaison between the advisory team, their clients & internal departments to provide day to day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities.
Coordinates the new client process including participating in meeting preparation, collection of client background information, providing and obtaining required account and investment strategy documentation, and operational coordination of account establishment and transfers.
Coordinates the asset allocation & reallocation process including, addressing necessary paperwork, account establishment, and investment implementation and/or changes with applicable department(s).
Provides customer service to clients by providing information, responding to inquiries, conducting research, and submitting and ensuring the completion of service requests.
Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests. Solve problems through a strong understanding of operational and firm processes.
Performs other necessary duties and participates in Firm projects as assigned.

What You’ll Bring
The candidate should have strong professional verbal and written communication, and interpersonal skills, as well as the ability to motivate self and others to deliver high quality output, possibly within tight timeframes.

The ideal candidate will have experience and attributes in the following areas:

Deep experience in a similar role with a Registered Investment Advisor and/or Brokerage Firm.
Strong understanding of standard concepts, practices, and procedures within the industry.
Self-starter who takes initiative to identify and complete tasks. Can handle multiple assignments and work in a fast-paced environment.
Ability to solve problems, anticipate needs and provide superior service.
High energy with ability to handle pressure and meet deadlines.
Detail-oriented with ability to prioritize and organize workflow
Ability to work effectively in a team environment
Flexible and willing to perform other tasks as assigned
Strong technical skills using the Microsoft Office Suite including Excel, Word and Outlook.
BA/BS degree in finance or related field preferred

What We Offer

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of $125,000- $150,000 plus annual performance and profit-sharing bonuses (exact base salary amount will be dependent on experience)

Hightower’s Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Quick Apply

Refine Your Search

client associate jobs in glendora, ca

Senior Client Service Associate- Bel Air Investment Advisors

Client Service Associate

Part Time (20 Hours) Associate Banker, Azusa Branch, Azusa, CA

Associate Attorney - Personal Injury Litigation

Litigation Associate Attorney (Hybrid - Remote & In-Person)

Associate Attorney

Associate Attorney

Securities Trading Associate

Seasonal Tax Associate - In-Store

Tax Associate – In-Store

Seasonal Tax Associate - In-Store

Experienced Tax Associate

Associate Attorney

California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)

Bilingual Associate Attorney (Immigration)(English/Chinese)

Associate Attorney - Consumer Class Action

Associate Attorney (Employment Law)

Associate Veterinarian: Mentorship provided

Associate Attorney

Tax Support Associate – Retail

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