Top Tech Jobs & Startup Jobs in Los Angeles, CA

Supports Financial Advisors with client service, account establishment and maintenance, account research, appointment preparation, correspondence, referrals, marketing campaigns, and regulatory recordkeeping. Provides information and quotes, resolves account inquiries, reviews paperwork, and coordinates with management. Requires brokerage or client services experience and FINRA registration, including Series 7 and 63 examinations, with ongoing licensing and compliance obligations.

Manages and grows relationships with affluent consumer and business banking customers. Acquires new clients, conducts discovery-based financial conversations, recommends integrated deposit, lending, credit, investment, and banking solutions, and manages a book of business. Partners with Wealth, Home Lending, and Business Banking teams, promotes digital adoption, supports branch colleagues, and maintains strong documentation, risk controls, and regulatory compliance.

Build, maintain, and grow relationships with small-business banking clients. Manage a portfolio, onboard and acquire customers, assess financial needs, recommend business accounts, credit, treasury services, and digital tools, and provide compliant financial guidance. Prospect through networking and referrals, collaborate with relationship managers and lending officers on complex structures, follow risk controls, and deliver client-focused service while meeting individual and team objectives.

Build, maintain, and grow relationships with small-business banking clients. Manage a portfolio, identify client needs, recommend business accounts, credit, treasury services, and digital tools, and acquire new customers through prospecting and referrals. Analyze business operations, provide tailored financial guidance, comply with lending and risk policies, coordinate with Relationship Managers and Lending Officers, and deliver a client-focused banking experience.

Build, manage, and grow a portfolio of small-business banking clients. Assess client needs, recommend business accounts, credit, treasury services, and digital banking solutions, and provide relationship-based financial guidance. Prospect for new clients, generate referrals, collaborate with relationship managers and lending officers, and maintain compliance with lending, risk, and regulatory requirements. The role also requires loan originator registration and customer support for dwelling-secured product referrals without taking applications or negotiating terms.

Manages and grows a portfolio of small-business banking clients, owning onboarding, relationship deepening, prospecting, referrals, and client retention. Provides tailored recommendations across business accounts, credit, treasury services, and digital tools while complying with lending, risk, and regulatory policies. Partners with Relationship Managers and Lending Officers on complex client needs, conducts follow-ups, and delivers a client-centric branch experience.

Supports financial advisors by servicing client accounts, handling account requests and inquiries, preparing forms, scheduling appointments, maintaining regulatory records, tracking referrals, coordinating marketing campaigns, and completing administrative and operational activities. Requires brokerage client services experience and active FINRA licensing, including Series 7 and 63 examinations. The role is based in Manhattan Beach, California, and does not offer visa sponsorship.

Provides personalized banking support across multiple branch locations, including account openings, service requests, credit applications, cash handling, and teller activities. Builds customer relationships, identifies financial needs, recommends products and services, makes referrals, supports digital banking adoption, and maintains compliance with bank policies and risk controls. The role requires flexibility across branches, teamwork, proactive outreach, Saturday availability, and travel throughout an assigned geography.

Supports Financial Advisors by servicing client accounts, handling account inquiries, preparing forms, scheduling appointments, and facilitating client requests. Maintains regulatory records, tracks referrals, supports marketing campaigns, and coordinates paperwork with management. Provides direct client service while meeting FINRA, state licensing, compliance, background screening, and ongoing regulatory requirements.

Build and manage consumer and business banking relationships through proactive outreach, needs-based conversations, and tailored deposit, credit, and investment solutions. Resolve account inquiries, promote digital banking adoption, coordinate referrals with Wealth, Home Lending, and Business Banking partners, and maintain strong documentation and risk controls. The role requires customer service and relationship-building experience, financial licensing, Saturday availability, and compliance with enhanced financial and criminal background standards.