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Client associate Jobs in Glendale, CA

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Client associate • glendale ca

Last updated: 2 days ago

Associate, Institutional Client Group (Americas)

CIM GroupLos Angeles, CA
Full-time

CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer.Our team of experts works together to identify and create value in real assets, benefiting the commu...Show more

Associate, Fund/Client Accounting II

Bank of New York MellonLos Angeles, CA, United States
Full-time

Associate, Fund Client Accounting.At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company at the heart of th...Show more

Senior Investment Adviser Associate-Client Service

Kayne Anderson Capital AdvisorsLos Angeles, CA, United States
Permanent

Senior Investment Advisor Associate (Client Service).Kayne Anderson Rudnick Investment Management is seeking a Senior Investment Advisor Associate (Client Service) to join its Los Angeles office.Th...Show more

Sr. Treasury Management Client Services Associate

Axos BankLos Angeles, CA, United States
Full-time

Senior Treasury Management Client Services Associate.Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education....Show more

Client Service Associate (Specialty Banking-Structured Finance)

City National BankLos Angeles, California, United States
Full-time

WHAT IS THE OPPORTUNITY?This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking Divisions.They are the primary contact person provid...Show more

Registered Client Service Associate

00015 Ameriprise Financial Services, LLC.Los Angeles, California
Full-time +1

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 ded...Show more

Associate, Institutional Client Group (Americas)

CIM GroupLos Angeles, CA, United States
Full-time

Institutional Client Associate.CIM Group is a private alternatives asset manager with 30-years of experience and approximately $32 billion in assets under management.Our expertise spans private equ...Show more

Client Engagement Senior Associate, Tax Operations

CroweLos Angeles, CA, United States
Full-time

Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...Show more

Associate Client Advocate - Construction

Willis Towers WatsonLos Angeles, CA, United States
Full-time

The Associate Client Advocate is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, o...Show more

Client Services Associate

TradeJobsWorkforce90057 Los Angeles, CA, US
Full-time

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide...Show more

 • Promoted

Associate Client Partner

Dow JonesLos Angeles, CA
Full-time

Dow Jones is a global provider of news and business information, delivering content to consumers and organizations around the world across multiple formats, including print, digital, mobile and liv...Show more

Senior Private Client Associate

East West BancorpPasadena, CA, United States
Full-time

Senior Private Client Associate.The Senior Private Client Associate plays a critical role in supporting senior Private Bankers and Relationship Managers in delivering exceptional banking services t...Show more

Wealth Management Client Associate (FP)

Bank of AmericaPasadena, CA, United States
Full-time

Bank Of America Client Service Support.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsi...Show more

Senior Investment Adviser Associate-Client Service

Virtus Investment PartnersLos Angeles, CA, United States
Permanent

Senior Investment Advisor Associate (Client Service).Kayne Anderson Rudnick, headquartered in Los Angeles, is a well-respected wealth and asset management firm that manages over $5 billion in asset...Show more

Client Services Associate

The TCW GroupLos Angeles, CA, United States
Full-time

The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products.This role involves a broad range of...Show more

Client Associate

Rockefeller Capital ManagementLos Angeles, CA, US
Full-time

About Rockefeller Capital Management.Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services...Show more

Associate Client Advocate

Willis Towers Watson PlcLos Angeles, CA, United States
Full-time

The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delive...Show more

Retail Sales / Client Experience Associate

Hydration RoomNorth Hollywood, CA, US
Part-time
Quick Apply

Why You’ll Love this Part-Time Retail Sales / Client Experience Associate Job! .Are you energized by a fast‑paced, boutique, and guest‑focused environment? If you’re highly organized, detail‑orient...Show more

Associate, Client Advisory

PathstoneLos Angeles, CA, United States
Full-time

Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm.As part of this program, Associates will develop the skills and experience to work with some of t...Show more

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Associate, Institutional Client Group (Americas)

Associate, Institutional Client Group (Americas)

CIM GroupLos Angeles, CA
30+ days ago
Job type
  • Full-time
Job description
ABOUT CIM GROUP:CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!POSITION PURPOSE:CIM Group is a private alternatives asset manager with 30-years of experience and approximately $32 billion in assets under management. Our expertise spans private equity and credit investments across real estate and infrastructure, offering a range of funds across the risk-return spectrum as well as customized client solutions. The Institutional Client Group (ICG) builds and maintains relationships with institutional investors and intermediaries globally. ICG includes regional institutional sales teams across the Americas, EMEA, and APAC—primarily serving pension funds, sovereign wealth funds, and endowments—as well as the Financial Institutions Group (FIG), which serves major insurance companies and banks, and Global Consultant Relations (GCR), which works with investment consultants, OCIO providers, and other asset managers.ICG is seeking an Institutional Client Associate to join the Americas institutional sales team. This role works alongside senior team members, contributes to key fundraising initiatives, and offers direct exposure to some of the world’s largest and most sophisticated institutional asset owners.As a visible member of a collaborative, high-performing team, the successful candidate will gain hands-on experience, develop critical skills, and build a strong foundation for a successful career at a respected and growing investment firm. This position is based at our headquarters in Los Angeles.

RESPONSIBILITIES:

  • Partner with ICG Relationship Managers to identify and engage prospects while strengthening existing client relationships.
  • Learn about the industry, markets, client types, firm products, and narratives.
  • Support fundraising efforts through meeting preparation, follow-up, and coordination of roadshows and client-facing events.
  • Contribute to a defined sales territory by managing CRM (Salesforce) data, actively overseeing the pipeline, and executing the overall sales strategy.
  • Utilize third-party data tools—such as Preqin, eVestment, and WithIntelligence—to gather investor insights and intelligence.
  • Compile data and create presentations and other deliverables for internal stakeholders, including updates on fundraising efforts, client feedback, and industry trends.
  • Coordinate directly with internal portfolio management, investment, and reporting teams to ensure timely delivery of information requests and client reporting.

EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)

  • 0–3 years of experience.
  • Bachelor’s degree required; a relevant field of study and internship experience are preferred.
  • FINRA Series 7 and Series 63 licenses are required for this role (an existing SIE is a plus). Employment is contingent upon obtaining these licenses within 6 months of hire of hire. CIM Group will provide study materials and dedicated time to help you prepare and succeed.

ABOUT YOU:

  • Interest in financial services, including sales, capital markets, investments, and/or real assets.
  • Strong interpersonal and communication skills, both written and verbal.
  • Collaborative mindset, working effectively with colleagues at all levels and locations.
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
  • Ability to work effectively, as well as independently, in a team environment.
  • Strong analytical skills with high attention to detail and accuracy.
  • Strong project management skills.
  • Proficient Salesforce and Microsoft Office applications, including Excel, PowerPoint, and Word.
WHAT CIM OFFERS:At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:• A variety of Medical, dental, and vision benefit plans• Health Savings Account with a generous employer contribution• Company paid life and disability insurance• 401(k) savings plan, with company match• Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave• Up to 16 hours of volunteer time off• Up to 16 weeks of Paid Parental Leave• Ongoing professional development programs• Wellness program, including monthly and quarterly prizes• And more!Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. For this role, bonus compensation may be a significant part of the total compensation. The anticipated base salary range for the position in Los Angeles, CA is $90,000- $100,000. #LI-ML1HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.*Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.