- Bank of America (Newport Beach, CA)
- Wealth Management Client Associate Newport Beach, 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
- Bank of America (Los Angeles, CA)
- Registered Wealth Management Client Associate Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Topgolf (Torrance, CA)
- The Client Associate is responsible for maintaining...to drive and reward repeat business + Adhere to client service standards and company policies and ... the in-store sales and service experience and promoting sales culture within the retail...**EDUCATION AND EXPERIENCE** + Minimum 1-year experience in a client services related capacity **PHYSICAL REQUIREMENTS /… more
- Citizens (San Francisco, CA)
- Description As a Private Wealth Client Service Associate or Registered Client Service Associate , you will play a pivotal role as a trusted ... administrative and operational skills to facilitate business growth while ensuring exceptional client service . In this position, you will attend to client … more
- Robert Half Accountemps (San Mateo, CA)
- Description Capital Management Firm in San Mateo is looking for a Client Service Associate ! As a Client Service Associate , you will be a crucial ... + 2+ years of experience in a client service role within the financial services industry, preferably in capital management, wealth management, or a related… more
- CIBC (San Francisco, CA)
- …please 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 ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How...accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in working… more
- Raymond James Financial, Inc. (San Diego, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… 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 ... 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
- The Walt Disney Company (Burbank, CA)
- …multiple Wealth Advisors with accumulated AUM totaling $100 million or more. The Executive Client Service Associate is responsible for performing in this ... and sales goals. This role also involves identifying and servicing client /member financial needs by means of cross-selling multiple financial products/ services… more
- JPMorgan Chase (Newport Beach, 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
- HSBC (Irvine, 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
- Robert Half Finance & Accounting (San Jose, CA)
- …and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Role: Client Service Associate in Silicon Valley for top RIA firm! ... in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic...Requirements + 3+ years of experience within the financial services sector, specifically Wealth Management + A history of… 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… more
- Citigroup (Fountain Valley, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Client Service Associate at a Wealth Management Firm. This is a ... and a supportive, team-oriented environment. Responsibilities: + Providing excellent service to clients. + Helping out in client... service to clients. + Helping out in client meetings. + Keeping up-to-date with client … more
- HSBC (Beverly Hills, CA)
- …works with Center Manager and the center team to support these efforts. As the Client Experience Associate , you will: + Ensure the overall appearance of the ... communities and the planet we all share. Supports retail operational, service , accounting, and compliance-related activities within a Wealth Center. Manages… more
- Publicis Groupe (Santa Barbara, CA)
- …create valuable resources frequently used by shoppers such as yourself. **Overview** The Client Operations Associate plays a crucial role in supporting internal ... a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. With over 25 years of experience and… more
- HUB International (Long Beach, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to… more
- WTW (Los Angeles, CA)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources 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
- Norstella (Sacramento, CA)
- Associate Client Solutions Manager, Skipta Company: Citeline Location: Remote, United States Date Posted: Apr 22, 2025 Employment Type: Full Time Job ID: R-1098 ... Solutions Manager** **Skipta, a Norstella Company** **Job Description:** The Associate Client Solutions Manager will report to...of such programs, with a focus on superior customer service + Workclosely with senior team members to learn… more