- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 2 years experience in client service , banking operations or relationship management support required. * ... the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts… more
- Citigroup (Hermosa Beach, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …excellence 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...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …excellence 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...stressful situations and provide a high level of customer service in a calm and professional manner.… 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 ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner.… 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. ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development… more
- WTW (San Francisco, CA)
- …(IVD) or Geographical Divisions. + Tech, Media and Telecommunications 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
- 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 ... your insights. + Take advantage of a variety of professional development opportunities that help you perform your best...escalated problems related to the workers' compensation process and service . + Assists client with claim review… 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 ... and personal development. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone...stressful situations and provide a high level of customer service in a calm and professional manner… 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 ... 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 (Rancho Santa Fe, CA)
- Wealth Management Client Associate Rancho Santa Fe, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... 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
- 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 ... United States of America **About the role:** CBRE's Private Client Program - Associate role offers a...a wealth of knowledge and insights designed to foster professional growth. We welcome driven individuals from all backgrounds,… more
- Wells Fargo (Pasadena, CA)
- …will:** + Participate in Wells Fargo Advisors training program for meeting personal, professional , and organizational client service and financial goals ... **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and...service + Provide financial information, investment profiles, and client financial needs to more experienced financial advisors +… 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
- BlackRock (San Francisco, CA)
- …client team, the comprehensive oversight and delivery of service for clients of the Aladdin (https://www.youtube.com/watch?v=Lzn2Av6QHK4) (R) business, connecting ... the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse...the industry-leading iShares(R) ETFs. Are you a highly motivated professional interested in building a career in FinTech? Can… more
- VCA Animal Hospitals (Victorville, CA)
- We are seeking a highly experienced Client Service Professional to join our leadership team as Client Service Supervisor. Under direction from the ... Hospital Manager, the Client Service Supervisor performs a wide range...and more! Compensation: $20.00-$25.00/hour **If you are a current associate , you will need to apply through our internal… more
- VCA Animal Hospitals (Chico, CA)
- Client Service Supervisor We are seeking a highly experienced Client Service Professional to join our leadership team as Client Service ... Supervisor. Under direction from the Hospital Manager/Administrator, the Client Service Supervisor performs a wide range...care discounts and more! **If you are a current associate , you will need to apply through our internal… more