15 results for Client Service Associate Jobs in Pasadena, CA, US

Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch ...

CLIENT SERVICE ASSOCIATE SENIOR CNSWHAT IS THE OPPORTUNITY?Serve as a registered representative for City National Securities (CNS). Process stock, option, fixed income, and mutual fund transactions for clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients ...

The Client Service Associate position is an entry-level position in our firm with the unlimited opportunity for advancement only offered in an entrepreneurial startup environment. This position serves as the main liaison between our clients and consumers and is essentially the eyes, ears, and voice ...

This position provides dedicated, exclusive, and comprehensive office, operational, sales, and service support to Executive Wealth Advisors and/or supports multiple Wealth Advisors with accumulated AUM totaling $100 million or more.The Executive Client Service Associate is responsible for performing...

Who We Are.Breaking Boundaries for 25 years - and counting.The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 530 HUB offices across North America and ranked 5th among the world’s largest insurance brokers, our foc...

Who We Are.Breaking Boundaries for 25 years - and counting.The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 530 HUB offices across North America and ranked 5th among the world’s largest insurance brokers, our foc...

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing...

Position Summary:  The Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors. This position manages complex client interactions, processes detailed account tasks, and handles escalated issues, ensuring seamless account openings, money move...

Partners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and...

Job DescriptionWedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California wi...