- Bank of America (Irvine, CA)
- Part Time - Wealth Management Client Associate Irvine, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...role. These expectations are subject to change at any time and at the sole discretion of the Company.… more
- Topgolf (Torrance, CA)
- The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or ... initiatives and CRM activity to drive and reward repeat business + Adhere to client service standards and company policies and procedures + Foster a friendly, open… more
- Zions Bancorporation (Laguna Hills, CA)
- …Small Business & Middle Market Excellence Awards. We are looking for a Part - Time Teller ( Client Service Associate ) to provide top notch customer service ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...CA branch . If you are passionate about being part of a community, being a team player, and… 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: ... right treatments to the right patients at the right time . ** Client Solutions Manager** **Skipta, a Norstella...Solutions Manager** **Skipta, a Norstella Company** **Job Description:** The Associate Client Solutions Manager will report to… 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 resource for ... your administrative and operational skills to facilitate business growth while ensuring exceptional client service. In this position, you will attend to client … more
- CIBC (San Francisco, CA)
- …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 transactions ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… 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 creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take… more
- NTT America, Inc. (Sacramento, CA)
- …you can grow, belong and thrive. **Your day at NTT DATA** The Senior Associate Client Success Manager is responsible for the onboarding, implementation, and ... **ESSENTIAL DUTIES & RESPONSIBILITIES** + Manages all aspects of client lifecycle from pre-implementation to post-implementation and account renewals, focused… more
- The Walt Disney Company (Burbank, CA)
- …Wealth Advisors with accumulated AUM totaling $100 million or more. The Executive Client Service Associate is responsible for performing in this role effectively ... and sales goals. This role also involves identifying and servicing client /member financial needs by means of cross-selling multiple financial products/services in… more
- Aristotle Capital Management (Newport Beach, CA)
- …, Client Service to join our team. The Senior Associate , Client Service is an integral part of APC's institutional business development team. The ... through a culture focused on research, investment management and client success. We are currently seeking a Senior ...detail, ability to take ownership of related responsibilities, and time management are important attributes for the role. What… more
- WTW (San Francisco, CA)
- **Description** As a Health and Benefits Associate Director, you will lead client engagements involving the design and management of the full array of health and ... generate business by participating in new business activities and expanding existing client engagements. You will have the opportunity to position yourself to grow… more
- BlackRock (San Francisco, CA)
- …role** **Aladdin Business,** **Implementations** **-** **Post Trade** **Practice** **,** ** Associate ** Aladdin(R) is an operating system for investment managers that ... people, and technology needed to manage money in real time . The Aladdin platform combines risk analytics with portfolio...work closely with our partner implementation teams and the client acting as a subject matter expert and primary… more
- BMO Financial Group (Newport Beach, CA)
- …and qualifications for the role, and may include a commission structure. Salaries for part - time roles will be pro-rated based on number of hours regularly ... grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is...a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail… more
- IQVIA (San Mateo, CA)
- …as knowledge, skills, education, and experience; location; and/or schedule (full or part - time ). Dependent on the position offered, incentive plans, bonuses, ... Job Description: **Med-Tech Client Information Manager (CIM)** IQVIA (TM) **Position Overview**...commercialization of innovative medical treatments. Everything we do is part of a journey to improve patient outcomes and… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …* Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment ... May participate in live meetings with the Financial Advisor and their respective client (s). * Manages budgeting and tracking of Financial Advisor expenses. * Creates… more
- WTW (Irvine, CA)
- **Description** As a Lead Health and Benefits Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will have the… 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 ... industries including retail, travel, finance, technology, and home services. As part of Publicis Groupe, our data capabilities, future-focused tech, and strategic… more
- HUB International (Newport Beach, CA)
- …camaraderie in the workplace. I look forward to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE ... have every opportunity to share my voice and be part of the diverse culture in our organization. I...respected." _Glenn - VP, Constituent Experience_ "In my short time here at HUB, I have already had the… more
- BMO Financial Group (Sacramento, CA)
- …and qualifications for the role, and may include a commission structure. Salaries for part - time roles will be pro-rated based on number of hours regularly ... disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ###@bmo.com and let us… more
- The ODP Corporation (National City, CA)
- **Overview** As a Part Time Retail Store Associate at Office Depot, your part - time role is vital to our continued success in today's retail ... an incentive program, paid in accordance with the Incentive Plan terms and conditions. Minimum part time / non exempt pay is $16.50/hr and a maximum of $18.00/hr… more