Client Services Jobs in Thousand Oaks
A bit about us:
We are a wealth management industry leader for private clients, endowments, institutions and more. Were seeking a passionate and dedicated ClientServices Associate to support our high performing team of Advisors. This is an exciting...
- Opportunities for paid clinical supervisory roles
- Monthly in-house professional development
- No required call
- We credential you!
- Support team for scheduling and clientservice with extended hours
- Customized Marketing
- Autonomy...
in either general liability or labor and employment law, be detail-oriented, and have excellent negotiation skills. This is a full-time position that requires a strong commitment to clientservice and a passion for exceeding expectations.
Why join us...
- Opportunities for paid clinical supervisory roles
- Monthly in-house professional development
- No required call
- We credential you!
- Support team for scheduling and clientservice with extended hours
- Customized...
environment for our clients by listening to their unique needs. Unleash your creativity, passion, and knowledge of our iconic brands during every interaction. Deliver exceptional customized paid service experiences including applications, product knowledge...
- Monthly in-house professional development
- No required call
- We credential you!
- Support team for scheduling and clientservice with extended hours
- Customized Marketing
- Autonomy, but with access to case consultation groups
- Amazing...
element of our long-term recruitment strategy, open to rising undergraduate juniors and seniors interested in exploring the financial planning and wealth management industry.
The Role
The Wealth Management ClientServices AVP delivers high-quality...
- Opportunities for paid clinical supervisory roles
- Monthly in-house professional development
- No required call
- We credential you!
- Support team for scheduling and clientservice with extended hours
- Customized...
they do!
We currently have an exciting career opportunity for a Tax Manager to join the team in our Los Angeles or Woodland Hills office on our Private ClientService team in a Hybrid or Virtual capacity.
YOUR TEAM:
This position is rooted within...
This role is entirely remote and offers full-time/Part time hours with flexibility . We are ready to schedule interviews for this week.
We're...