- Wells Fargo (Fresno, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … 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 ... a strong entrepreneurial spirit and offers exceptional professional development. As a Client Associate , you will be motivated to succeed and understand that this… 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 ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… 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 ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… 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 ... operational skills to facilitate business growth while ensuring exceptional client service. In this position, you will attend to... service. In this position, you will attend to client inquires, process transactions, assist with client … more
- Topgolf (Torrance, CA)
- The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or ... initiatives and CRM activity to drive and reward repeat business + Adhere to client service standards and company policies and procedures + Foster a friendly, open… 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 ideal ... and personal development. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and… more
- CIBC (San Francisco, CA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions ... This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment most_**… more
- Sedgwick (Concord, CA)
- …as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Client Services Associate | Concord, CA (Onsite) Are you looking for an ... investigate, coordinate resolution and track escalated inquiries from the client , provider, attorneys, and partner organizations; to distribute customer satisfaction… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...branch office expenses and expense reports. + Opens new client accounts and researches client and security… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with match, annual reviews, and discretionary profit-sharing bonus Position Summary The Client Service Associate plays a critical role in delivering high-touch ... with financial planning to address all aspects of a client 's financial life. With a diversified investment approach-blending ETFs,...accounts-the firm is focused on both preserving and growing client wealth. Managing over $650M in assets, the team… 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 creative ... * Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... + Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- CBRE (Ontario, CA)
- Private Client Program - Associate Broker Job ID 199349 Posted 05-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage ... California - United States of America **About the role:** CBRE's Private Client Program - Associate role offers a unique opportunity to connect with a leader in… 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 ... high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low...contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare… more
- JPMorgan Chase (Del Mar, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management… more
- HSBC (Cupertino, CA)
- …our investors, our communities and the planet we all share. The Client Experience Associate supports retail operational, service, accounting and ... Center Manager and the center team to support these efforts As our Client Experience Associate you will: + Ensure the overall appearance of the Wealth Center is… 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 is ... 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)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is ... retention and consistent growth. Responsibilities + Schedule and coordinate client meetings + Maintain and improve admin processes; update...calls; manage follow-ups + Send cards, gifts, and other client touches + Help organize team events and … more
- Hologic (San Diego, CA)
- Client Services Associate San Diego, CA, United States We are currently seeking a Client Services Associate (CSA) within our Client Services ... Department. CSAs act as Account Managers for a designated set of Oncology Account Executives (OAEs) handling their orders and servicing their accounts. **Responsibilities:** + Managing entire order process for specific OAEs, and any accounts that are assigned… more