- HUB International (Los Angeles, CA)
- …supervision + Positive attitude toward client relations to provide exceptional, proactive client service + Ability to interact with people across all levels ... bonus potential, and a variety of benefits to help you reach your health, retirement , and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Title: Senior Client Service Associate Location: San Francisco, CA (Hybrid) Salary: $100,000 - $130,000 + Bonus Jennifer Fukumae with Robert ... with a personal touch. What You'll Be Doing: + Be the go-to contact for client service requests-making sure everything runs smoothly and promptly + Work closely… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Senior Client Service Associate - SF! Location: San Francisco; Hybrid Salary: ... needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely… 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. + ... training their users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... for clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. WHAT WILL YOU DO?… 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
- 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
- Bank of America (Los Angeles, CA)
- Wealth Management Client Associate (FP) Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (San Francisco, CA)
- Wealth Management Client Associate San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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 ... your administrative and operational skills to facilitate business growth while ensuring exceptional client service . In this position, you will attend to … more
- JPMorgan Chase (Los Angeles, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- BMO Financial Group (Sacramento, CA)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... may include writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal and external stakeholders… more
- JPMorgan Chase (Walnut Creek, CA)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… more
- UNUM (Walnut Creek, CA)
- …to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout ... others, and join Team Unum today! **General Summary:** The Client Manager Associate (CMA) is in training...retention. The CM drives, designs, and executes integrated enrollment, service and growth strategies for each customer in their… more
- Equitable (Los Angeles, CA)
- …demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... Wealth Management Associate - Retirement Benefits Group -...balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within… more
- BMO Financial Group (Palo Alto, CA)
- **Looking for candidates that have prior Banking / Financial Service Industry experience. Preferably 2-3 years within Wealth Management operations or support.** ... health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our...recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit… more
- Banfield Pet Hospital (Aliso Viejo, CA)
- Client Service Coordinator SUMMARY OF JOB...vision, depth perception, and ability to adjust focus. + Associate is routinely exposed to a variety of pets ... PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow...essential medical, dental, and vision care covered. + Generous Retirement Plans (401(k) and Roth): Invest in your future… more
- Banfield Pet Hospital (San Diego, CA)
- Client Service Coordinator SUMMARY OF JOB...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets ... PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow...essential medical, dental, and vision care covered. + Generous Retirement Plans (401(k) and Roth): Invest in your future… more
- Umpqua Bank (Chico, CA)
- Client Service Specialist Retail Banking Group Chico, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... the first point of contact for most clients, the Client Service Specialist (Teller) plays a key...retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability… more
- Umpqua Bank (Auburn, CA)
- Client Service Specialist Retail Banking Group Auburn, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... the first point of contact for most clients, the Client Service Specialist (Teller) plays a key...retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability… more