- 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, ... Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 and… more
- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… more
- Aristotle Capital Management (Newport Beach, CA)
- …focused on research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The ... Senior Associate , Client Service is an integral part of APC's institutional business development team. The individual is responsible for RFPs and… more
- Aristotle Capital Management (Los Angeles, CA)
- …on research, investment management and client success. We are currently seeking a Senior Associate , Client Reporting to join our team. The Senior ... Associate of Client Reporting will support client reporting deliverables, ensuring timely, accurate, and insightful reports....of reporting tools like Seismic or Vermilion. Experience in client service is highly valued, as the… more
- Wells Fargo (San Francisco, 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 ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Wells Fargo (San Diego, CA)
- **About this role:** Wells Fargo is seeking a Senior Wealth Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... creative in meeting client and enterprise needs + Client service focus with experience listening, eliciting information efficiently, comprehending, and… more
- NTT America, Inc. (Sacramento, CA)
- …place where you can grow, belong and thrive. **Your day at NTT DATA** The Senior Associate Client Success Manager is responsible for the onboarding, ... to departmental objectives and metrics to provide a high level of client service Manages approved corporate strategic projects. + Manages key support systems… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT SERVICE ASSOCIATE SENIOR * WHAT IS THE OPPORTUNITY? Work with Investment Services Managers in the managing of the overall relationship of assigned ... Work closely with portfolio managers, advisors, and others in providing high quality service and ensures compliance with all statutory requirements. What you will do… more
- Cushman & Wakefield (San Diego, CA)
- **Job Title** Senior Associate Appraiser **Job Description Summary** Our Valuation & Advisory professionals have the privilege of working across the full ... diversity of our practice and the breadth of our client base allows our professionals to provide comprehensive real...drawing market comparisons in developing opinions of value. V&A's Senior Associate Development Program ( Senior … more
- WTW (San Francisco, CA)
- …standards + Proactively advising clients and ensuring the delivery of superior client service + Facilitating specialist resources and subject matter experts ... **Description** As a Health and Benefits Associate Director, you will lead client ...the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as… more
- Insight Global (Agoura Hills, CA)
- Job Description A client of Insight Global is seeking a Senior Tax Associate to join their growing team! This position is fully remote but you must reside in ... estimated taxes, and the completion of applicable transactions. - Senior will have a direct report associate ...and work. We encourage continuous feedback and development. - Senior will be included on day-to-day client … more
- Ensono (Los Angeles, CA)
- Mainframe New Client Senior Solution Architect, Pre SalesRemote - United StatesJR011737 At Ensono, our **Purpose is to be a relentless ally, disrupting the ... Reliability, Collaboration, Curiosity, Passion **Position Summary** As the Mainframe New Client Senior Solution Architect, Pre-Sales, you will leverage knowledge… more
- AMA Group (El Segundo, CA)
- **Description** **Title:** Senior Associate (Design Project Manager) **Trade:** Electrical **Level:** 10-12 **Reports To:** Group Leader **Position Overview** ... AMA Group is looking for an Electrical Senior Associate , Project Manager who will be...to small, providing technical leadership. This position will be client interfacing and responsible for all facets of product… more
- WTW (Irvine, CA)
- …+ Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively ... **Description** As a Lead Health and Benefits Associate you will contribute to a wide variety...with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You… more
- Siemens (Fremont, CA)
- Job Family: Software Req ID: 449722 Senior Client Architect We are seeking an experienced and detail-oriented Client Architecture Engineer to join our ... role is integral to ensuring the seamless integration and management of both client and server environments in support of software development operations for Siemens… more
- Cherry Bekaert (Sacramento, CA)
- **Description** **Summary of Responsibilities:** The Senior Associate will work closely with the Cherry Bekaert FAO (Finance & Accounting Outsourcing) team, ... in a fun and rewarding environment with a high-performing team focused on client service and value-added interactions. **Essential Functions:** + To be… more
- WTW (Irvine, CA)
- …+ Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively ... **Description** The Senior Pricing Associate works within the...pharmacy and broader health and benefits financial acumen and client management skills by working on cutting edge projects… more
- Grant Thornton (San Francisco, CA)
- The SOX Compliance Quote to Cash (QTC) Senior Associate will support the Transformation Risk and Compliance (TRC) team, working cross functionally with the ... completing priorities in a rapidly growing team environment. + Exceptional client service , communication, analytical, organizational and project management… more
- WTW (San Francisco, CA)
- **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of ... disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure… more
- Aristotle Capital Management (Newport Beach, CA)
- …management and client success. We are currently seeking an Inside Sales Senior Associate to join our team. This individual will work in conjunction ... with senior client facing sales professionals to help...to inbound calls and emails as well as other client service requests. Organization, professionalism and the… more