- 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 ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… 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
- World Insurance Associates, LLC. (Santee, CA)
- …HR solutions. Position Summary Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures ... produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. +...and delivers results at the close direction of a senior team member. Education Required: + HS Diploma or… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect! Senior Client Associate - Multi-Family Office About the Opportunity Join a ... make an impact. Why This Role Matters As a Senior Client Associate , you'll be...and delivering exceptional service . You'll partner with senior leadership on bespoke strategies, mentor associate … 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 | ... lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of… 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 ... wealth management firm that serves an exclusive clientele of senior executives, partners in consulting and law, and other...care, and innovation. Why This Role Matters As a Client Service Associate , you'll be… more
- City National Bank (Encino, CA)
- *RELATIONSHIP ASSOCIATE SENIOR - PBB* WHAT IS...on a daily basis in handling all areas of client service , operational tasks, and sales consultation. ... Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in completing all cashiering… more
- Stantec (San Francisco, CA)
- …Join us and design your place with Stantec. Your Opportunity The Senior Associate Electrical Engineer will apply building electrical engineering principles, ... your superior client service skills, and project management best practices to deliver projects that meet project requirements, exceed client expectations,… more
- Grant Thornton (Los Angeles, CA)
- As a Healthcare Process Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand ... completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills… more
- Grant Thornton (San Francisco, CA)
- As a Cyber Privacy & Data Protection Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by applying a ... on both a formal and informal basis to all levels of client staff + Exceptional client service and communication skills, with a demonstrated ability to… more
- Kestra Financial (Palo Alto, CA)
- …over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting ... needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education… more
- Grant Thornton (Los Angeles, CA)
- As the Corporate Tax Senior Associate , you'll be a member of our corporate tax practice and work on business income tax planning, corporate compliance, and ASC ... Family generally has the primary tax relationship with the client , and you will help with the engagement management...with the engagement management for multiple clients for your service line - all with the resources, environment, and… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all ... in a rapidly growing, fast-paced, interactive, results-based team environment + Exceptional client service and communication skills with a demonstrated ability… more
- PNC (San Francisco, CA)
- …have an opportunity to contribute to the company's success. As a Capital Markets Senior Associate within PNC's Corporate Banking ESOP Solutions team, you can be ... analyses using independent judgement on key indicators. Provides coaching to Analyst and Associate . + Partners with senior team members in developing pitches 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 ... disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure… more
- Zions Bancorporation (El Segundo, CA)
- We are seeking a ** Senior Power Finance Associate ** to join our **Specialty Banking Group** focused on **Power Finance in El Segundo, CA** . This is a dynamic ... Responsible for financial modeling and analysis, identifying key risks, assisting senior bankers with loan structuring and pricing, preparing extensive written… more
- CBRE (San Diego, CA)
- SPQREA- Senior Associate Broker, Land Job ID 192990 Posted 08-Nov-2024 Role type Full-time Areas of Interest Sales/Brokerage Location(s) Newport Beach - ... and marketing of commercial real estate properties for clients. Honorary Titles of Senior Associate , Vice President, First Vice President, Senior Vice… more
- WTW (San Francisco, CA)
- **Description** As a Health and Benefits Senior Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... proven ability to identify and resolve issues + Strong client service orientation and ability to respond...and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred… more
- Grant Thornton (Newport Beach, CA)
- As the Tax Transformation and Automation Senior Associate , you will work with large publicly owned and private companies to evaluate existing processes and ... collaborate with team members, practice leadership, and our diverse client base as well as play a key role...feedback on their issues and translating to Grant Thornton service offerings that support their overall tax objectives; team… more
- PwC IT Services Co. (Irvine, CA)
- …Not Applicable **Specialism** IFS - Internal Firm Services - Other **Management Level** Senior Associate **Job Description & Summary** At PwC, our people in ... user experiences. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire...work more efficiently and deliver the highest levels of service to our clients. Youll focus on managing the… more