189 complex client management opportunities in Los Angeles updated today
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Spreo CapitalCompany Overview Spreo Capital is a rapidly expanding private mortgage lender specializing in bridge, renovation, ground-up construction, and DSCR loans for residential and multifamily investors. Spreo Capital funds individual loans up to $8 million across single-family, 2–4-unit, condo and multifam
Spreo CapitalCompany Overview Spreo Capital is a rapidly expanding private mortgage lender specializing in bridge, renovation, ground-up construction, and DSCR loans for residential and multifamily investors. Spreo Capital funds individual loans up to $8 million across single-family, 2–4-unit, condo and multifam
Cordoba Corporation is a leading engineering and design firm based in California. We are seeking a Director of Client Management to join our Facilities Sector. Must possess demonstrated application of comprehensive Project Management processes and principles Must be able to proactively assess overal
Job Description 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 with clients, individuals in this role build trusted relationships. Leading with a clien
MANAGER CLIENT LIFECYCLE MANAGEMENT POLICY & GOVERNANCE WHAT IS THE OPPORTUNITY? Responsible for ensuring that KYC regulatory requirements and internal policy are consistently translated into clear, executable procedures across Client Lifecycle Management. This role serves as the primary 1LOD au
JOB DESCRIPTION The JPMorgan Wealth Management (JPMWM) business is dedicated to helping investors achieve their long-term financial goals. It encompasses Chase Wealth Management, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing, J.P. Morgan Investments Direct, and J.P. Morgan Personal Advis
JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought lead
JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought lead
Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought lead
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform
JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought lead
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform
ChaseDescription At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadersh
JPMorgan ChaseAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform
Posting Description Aon is looking for a Senior Enterprise Client Leader to join our Construction & Infrastructure team! As part of an industry‑leading team, you will help empower results for our clients by delivering innovative and effective solutions within Aon’s Construction Services business
JPMorgan ChaseAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform
Bank of AmericaWealth Management Client Associate Brea, California To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brea/Wealth-Management-Client-Associate_26011010) Bank of America employees are required to meet all posting eligi
A financial services firm in El Segundo is seeking a Client Service Associate to coordinate client meetings and supervise account activities. The role requires at least two years of relevant experience and a strong understanding of finance. Candidates should possess critical thinking skills and atte
A global financial services firm in Santa Monica is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors (FAs). In this role, you'll build trusted relationships while assisting clients with their needs. Ideal candidates should possess
NASDAQ*Sr. Analyst - Client Success** *The Role** We’re looking for a **Sr. Analyst - Client Success** to join our team, reporting to the Manager - Client Success Management. In this role, you’ll help shape how we deliver exceptional client experiences by building scalable processes, ensuring compliance,
A financial services company is seeking a Client Service Associate to ensure exceptional communication and service to clients. This hybrid role requires a Bachelor's degree and preferably 2 years of experience in asset management. The ideal candidate should possess strong communication and interpers
Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,3
A leading financial services firm in Cerritos, California is seeking a Private Client Investment Associate to provide exceptional client service and operational support to Advisors. This role involves managing account operations, fostering client relationships, and participating in Risk Management.
A wealth management firm in El Segundo, CA is seeking a Client Service Associate to handle client service requests and provide administrative support to advisors. Responsibilities include managing documentation, client information, and complex financial issues. Ideal candidates will have 3+ years in
Confidential Litigation Attorney Opportunity - El Segundo, CA *Company Overview** A highly regarded, AV-rated full-service litigation firm is seeking a talented Litigation Attorney to join its team in *El Segundo, California** . The firm represents a diverse clientele in complex litigation matters t
$67,000 – $105,000/year
Estimation confidence: Low
Estimate based on market data for Los Angeles. Actual salaries may vary depending on experience, company, and area.
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