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Please Turn on your JavaScript

Epicareer might not working properly because your browser javascript is turned off.

What is JavaScript?

JavaScript is like the magic behind making websites interactive. Basically, it makes Epicareer more enjoyable and engaging.
How do i turn this on?
Find tutorial for your browser below :
  1. Make sure the webpage is open.
  2. In the Safari app on your Mac, choose Safari > Preferences, then click Security.
  3. Make sure the Enable JavaScript checkbox is selected.
  4. Click Websites.
  5. On the left, click Content Blockers.
  6. Make sure Off is chosen in the pop-up menu next to the website.
  7. On the left, click Pop-up Windows.
  8. Make sure Allow is chosen in the pop-up menu next to the website.
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  1. Open Chrome on your computer.
  2. Click. then Settings.
  3. Click Privacy and Security.
  4. Click Site settings.
  5. Click JavaScript.
  6. Select Sites can use Javascript.
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  1. If you're running Windows OS, in the Firefox window, click Tools > Options.
  2. Tip: If you're running Mac OS, click the Firefox drop-down list > Preferences.
  3. On the Content tab, click the Enable JavaScript check box.
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  1. Click the "Settings and more" icon at the top right of the Edge browser window.
  2. Click Settings.
  3. From the Settings menu, click Cookies and site permissions.
  4. Scroll down and click on JavaScript.
  5. In the JavaScript window, toggle the slider to "on" or "allowed."
  6. Close the Settings tab.
  7. Refresh the page.
Visit Site here
  1. Go to Settings.
  2. Click Advanced in the left sidebar, and click Privacy & security.
  3. Under Privacy and security, click Site settings.
  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
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Jobs or company...

Client Service Associate

  • Full Time, onsite
  • Mission Staffing
  • Los Angeles Metropolitan Area, United States of America
Salary undisclosed
Checking job availability...
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Simplified

Our client, a leading asset management firm based in Los Angeles, CA, is seeking a Client Associate to join one of their top-performing Wealth Advisor teams, overseeing approximately $2B in AUM. This individual will play a vital role in supporting daily client service operations, serving as a primary point of contact between Wealth Advisors, Portfolio Managers, Operations teams, and clients. Key responsibilities include facilitating new account openings, managing ongoing account maintenance—such as fund disbursements, transfers, and billing—and ensuring clients receive timely updates and support. The Client Associate will also handle administrative tasks, assist with marketing initiatives, and coordinate across internal teams to ensure a seamless client experience.

The ideal candidate will have 2-5 years of experience in a client service or support role within the financial services industry and must hold active Series 7 and Series 66 licenses.

  • Provide daily operational support and promptly address client service requests.
  • Act as the primary liaison between Wealth Advisors, Portfolio Managers, Operations teams, and clients.
  • Initiate the new account opening process and guide clients through the completion of required documentation.
  • Manage various account maintenance activities, such as processing fund disbursements, updating addresses, facilitating charitable contributions, handling transfers, managing billing, and executing client-directed trade orders.
  • Maintain ongoing communication with clients regarding account updates, performance reviews, documentation, and general inquiries.
  • Update and manage client account records and the new business pipeline within the Salesforce database.
  • Handle administrative tasks, including answering phone calls, drafting correspondence, filing, and coordinating travel arrangements and expense reporting.
  • Support marketing initiatives by organizing client outreach, tracking event participation, and assisting in the preparation of presentations.