- Wells Fargo (Newport Beach, CA)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... via telephone, direct interaction and/or written correspondence + Facilitate FA and client requests for account related information and/or quotes + Schedule and… more
- Wells Fargo (Irvine, 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 review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … 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 more ... This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment most_**… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, a… 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 role involves… 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, ... **ESSENTIAL DUTIES & RESPONSIBILITIES** + Manages all aspects of client lifecycle from pre-implementation to post-implementation and account renewals, focused… more
- JPMorgan Chase (Los Angeles, 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 ... mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role… more
- 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
- Raymond James Financial, Inc. (CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...Follows up, either verbally or in writing, to ensure client satisfaction. * Responds to incoming inquiries related to… 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
- 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
- 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
- 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
- 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
- WTW (Irvine, CA)
- **Description** The Senior Pricing Associate works within the Financial, Actuarial and Analytics (FAA) team and closely with the Pharmacy Practice within Health ... and Benefits. As a Senior Pharmacy Pricing Associate you will contribute...pharmacy and broader health and benefits financial acumen and client management skills by working on cutting edge projects… more
- Cherry Bekaert (Sacramento, CA)
- **Description** **Summary of Responsibilities:** The Senior Associate will work closely with the Cherry Bekaert FAO (Finance & Accounting Outsourcing) team, ... our clients in the insurance, service and related industries. The Sr. Associate will also assist in an administrative project management capacity, spearheading… more
- Grant Thornton (San Francisco, CA)
- As a Process Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... processes, IT systems, service providers and controls. + Actively participate in client engagements from start to completion, which includes planning, executing, and… 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 ... processes, IT systems, service providers and controls. + Actively participate in client engagements from start to completion, which includes planning, executing, and… 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 ... voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to...leaders in the industry. + Develops knowledge of varying client complexity by working across different client … 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 facilitate all aspects of new client onboarding and current client retention and satisfaction.… more