- WTW (Los Angeles, CA)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- WTW (Los Angeles, CA)
- …within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- ADP (La Palma, CA)
- ADP is hiring customer service professionals for their ** Associate Client Support Consultants** positions. Hybrid position, Monday thru Friday work week. + ... technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your...a company that values inclusion. **To learn more about Client Services at ADP** , watch here:… more
- Bank of America (San Francisco, CA)
- Advisor Development Program Client Associate San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... for the position: FDIC. **Role Specifics:** The Wealth Management Client Associate - Advisor Development Program (WMCA...at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).… more
- JPMorgan Chase (San Francisco, CA)
- …This is a unique opportunity to join a leading commercial real estate lender as a Client Associate on our sales team. The Commercial Term Lending (CTL) Group is ... by a strong entrepreneurial spirit and offers exceptional professional development. As a Client Associate , you will be motivated to succeed and understand that… more
- Bank of America (Newport Beach, CA)
- Private Wealth Client Associate Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Associate Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… more
- Citizens (San Francisco, CA)
- Description As a Private Wealth Registered Client Associate , you will play a pivotal role as a trusted resource for our clients and wealth managers. Your primary ... administrative and operational skills to facilitate business growth while ensuring exceptional client service . In this position, you will attend to client … more
- Topgolf (Torrance, CA)
- The Client Associate is responsible for maintaining...to drive and reward repeat business + Adhere to client service standards and company policies and ... the in-store sales and service experience and promoting sales culture within the retail...**EDUCATION AND EXPERIENCE** + Minimum 1-year experience in a client services related capacity **PHYSICAL REQUIREMENTS /… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …As a team, we are united by our North Star: helping people. We are seeking a Client Service Associate with shared values and vision to join our team. The ... environment for professional and personal development. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… more
- Sedgwick (Concord, CA)
- …a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Client Services Associate | Concord, CA (Onsite) Are you looking for ... in solving escalated problems related to the workers' compensation process and service . + Assists client with claim review meeting scheduling. + Contributes… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience. * OR ~… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …401(k) with match, annual reviews, and discretionary profit-sharing bonus Position Summary The Client Service Associate plays a critical role in delivering ... assets, the team fosters a collaborative, entrepreneurial culture that emphasizes development, client service excellence, and long-term career growth. What We… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… more
- JPMorgan Chase (Del Mar, CA)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… more
- HSBC (Cupertino, CA)
- …and the planet we all share. The Client Experience Associate supports retail operational, service , accounting and compliance-related activities within ... the center team to support these efforts As our Client Experience Associate you will: + Ensure...and placement of collateral + Manage the provision of service to Wealth Center customers. Identify potential process improvements… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory firm. This ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, a… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is ... Ameritrade is a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and able to manage multiple tasks… more