- National Veterinary Associates (Pleasanton, CA)
- …a focus on affordable, high-quality, compassionate care. We are a full- service , progressive practice equipped with: Digital radiology Ultrasound Full in-house lab ... will: Provide medical leadership and oversee case management Mentor and develop associate DVMs and support staff Establish medical protocols and ensure quality… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- CLIENT SERVICES ASSOCIATE - FINANCIAL ...client service role, preferably in the financial services industry; + Proficiency in Microsoft ... Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work...management solutions and related services . As a Client Services Associate , you will… more
- Bank of America (San Francisco, CA)
- …appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...partners closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- JPMorgan Chase (Irvine, CA)
- Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build ... in the ever-evolving world of commercial banking. As a Client Service Associate within JPMorganChase,...years of client -facing work experience in a financial services environment. + Demonstrated experience in… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate Location: San Jose, CA Industry: Financial Services / Investment Advisory A rapidly growing investment advisory ... firm is seeking a detail-oriented and client -focused Client Service ...65 a plus + 5+ years of experience in financial services (RIA, brokerage, or banking preferred)… more
- Raymond James Financial, Inc. (San Diego, CA)
- … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate or Associate Director of Client Service Location: 100% Remote (Optional hybrid from San Francisco ... firm is seeking a highly capable and polished Senior Client Service Associate or ...fully customized single-family offices, integrating wealth strategy, portfolio management, financial operations, and family office services . Their… more
- Robert Half Office Team (Carlsbad, CA)
- … financial services firm in Carlsbad is seeking a sharp and motivated Client Services Associate for an immediate, ASAP opportunity. This role is ideal ... 2 years of customer service or administrative experience, ideally in financial services , banking, or professional services . + Strong interpersonal… more
- CIBC (San Francisco, CA)
- …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 more complex ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...while accommodating given priorities + Use of CRM and/or financial services platform for advisory business +… more
- Moss Adams LLP (San Francisco, CA)
- ** Client Service Associate ** **Description**... client teams/ client and the central services /operations team \(ie, client services , ... and interesting business challenges. **Introduction to the team** The Client Service Associate for Moss...a wide range of technical, administrative and relationship support services to assigned client teams and to… more
- Robert Half Office Team (Rancho Santa Fe, CA)
- …, accuracy, and communication. Requirements + 3-5+ years of experience in financial services , ideally in a client service or advisor support role. + ... firm in Rancho Santa Fe is seeking a Senior Client Service Associate to join...Familiarity with wealth management processes, financial documentation, and CRM platforms. + Impeccable communication skills,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate Location: San Francisco, CA (Montgomery BART) Industry: Wealth Management / Multi-Family Office Compensation: ... dynamic and highly regarded multi-family office is seeking a polished and proactive Senior Client Associate to join its San Francisco-based team. This is a… more
- Public Consulting Group (Sacramento, CA)
- …of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client Success ... improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG...This position may report to either a SBS COE Client Success Associate Director or a … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …for immediate consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, client -focused Registered ... Hybrid schedule. This RIA helps individuals and families reach financial wellness with care and clarity. This role is...high-performing team that values hard work, integrity, and strong client service . The firm offers a positive… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity. Job Posting: Client Service Associate Employment Type: Full-Time Location: San ... in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic...support. Requirements + 3+ years of experience within the financial services sector, specifically Wealth Management +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …immediate consideration and additional info. Our client is recruiting for a Junior Client Services Associate at a growing wealth management firm. This ... or TD Ameritrade is a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and able to manage multiple… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... client files and set up systems to assist Financial Consultant with regular follow up. Research and resolve...the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... internal projects and firm priorities as needed Requirements + Proven experience in client service with high net-worth individuals, wealth management, or family… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm is ... families on tailored wealth strategy, portfolio management, and family office services . You'll join a collaborative, low‑turnover team with real growth potential,… more
- HUB International (Encino, CA)
- … service for Entertainment clients (small business) by maintaining client relationships, supporting client retention, maintaining strong carrier relationships ... creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud… more
