- Bank of America (Los Angeles, CA)
- Wealth Management Client Associate Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... 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 (Irvine, CA)
- Wealth Management Client Associate (Part-time) Irvine, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (San Francisco, 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
- Wells Fargo (San Jose, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect! Senior Client Associate - Multi-Family Office About the Opportunity Join a highly ... ultra-high-net-worth clients with a full spectrum of wealth management services . From investment management and retirement planning to bespoke...an impact. Why This Role Matters As a Senior Client Associate , you'll be a trusted point… more
- Public Consulting Group (Sacramento, CA)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for ... improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG...Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress… more
- Raymond James Financial, Inc. (Walnut Creek, 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 (San Francisco, CA)
- …resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect! Client Service Associate - Boutique Wealth Management Firm Location: Hybrid ... precision, client care, and innovation. Why This Role Matters As a Client Service Associate , you'll be the backbone of client relationships-providing… more
- Robert Half Office Team (San Diego, CA)
- Description Overview: Robert Half is seeking a Client Services Associate to support one of our insurance industry clients. This role is responsible for ... Qualifications: + 1+ year of experience in insurance, financial services , or a similar administrative/ client service...in insurance, financial services , or a similar administrative/ client service environment. + Strong customer … more
- Zions Bancorporation (San Diego, CA)
- …"Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. The ** Client Service Associate Lead** leads the daily activities of ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...client service associates (tellers) in **La Jolla, CA** . If… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | RIA | San Francisco | Hybrid | ... a client -focused environment. Responsibilities: + Provide day-to-day client service and support + Assist with...is a Permanent Placement Recruiter at Robert Half Financial Services . Happy to connect even if not actively looking… more
- Navient (San Francisco, CA)
- …our mission, read more below, and let's build something great together! **The** ** Client Happiness Associate , Conversion & Sales** **will report into the ... Origination Leadership team** **.** **As the** ** Client Happiness Associate , Support & Sales,** **you...targets. + Passion for helping customers, delivering exceptional customer service , and building long-term client relationships. **Even… more
- JPMorgan Chase (Westminster, 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
- Robert Half Office Team (Rancho Santa Fe, CA)
- …and wealth management firm in Rancho Santa Fe is looking for a professional Senior Client Services Associate to provide high-level support to advisors and ... clients. This firm offers comprehensive financial planning, investment management, and estate services to a select clientele. This is a key role for someone who… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | ... investment management, financial planning, lending strategies, and tailored family office services , all while building lasting client relationships that span… more
- Zions Bancorporation (Chula Vista, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a ** Client Service Associate (Teller)** Lead to provide top-notch customer ... clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment… more
- WTW (San Francisco, CA)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at **wtwco.com** . **Description** The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Navient (San Francisco, CA)
- …our mission, read more below, and let's build something great together! **The Client Happiness Servicing Associate position will report to the Servicing Manager, ... including: + **Private student loans** - low rates, people-first service , and flexible payments. + **Student loan refinancing** -... Client Happiness.** **As the Client Happiness Servicing Associate , you will:** +… more
- World Insurance Associates, LLC. (Fresno, CA)
- …from one of our multiple offices throughout the region. Position Summary The Associate Client Representative supports the daily management of a high-volume ... World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local… more
- Veritext Legal Solutions (Los Angeles, CA)
- …with exceptional service is the foundation of our business. In Technical Client Services , you will provide high-level, reliable support for case managers, ... departments and/or colleagues (ie + Support team, Account Executive / Sales Dept., Client Services ) to ensure prompt and accurate resolution + Recommend and… more