- Los Angeles County Development Authority (Alhambra, CA)
- …area of responsibility. Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and Authority staff ... and sensitive information; assure discreet handling in all aspects of client , staff, and Authority information. Understand the organization and operation of… 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 ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate Location:...Key Responsibilities + Serve as the primary contact for client service requests + Execute client ... regarded multi-family office is seeking a polished and proactive Senior Client Associate to join...preferences and exceeding expectations + Guide and support junior client service associates and analysts + Assist… 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 ... execution across a range of requests + Collaborate with senior leadership to implement client -specific strategies and...firm priorities as needed Requirements + Proven experience in client service with high net-worth individuals, wealth… more
- Robert Half Finance & Accounting (CA)
- …wealth management firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional ... and performance data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex … 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 ... Bonus (15-30%) A boutique wealth advisory firm is seeking a highly capable and polished Senior Client Service Associate or Associate Director of … more
- Robert Half Office Team (Rancho Santa Fe, CA)
- Description A prestigious wealth management firm in Rancho Santa Fe is seeking a Senior Client Service Associate to join their close-knit, ... you'll serve as the right hand to advisors-handling complex administrative and client service responsibilities, improving workflows, and ensuring a seamless… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based ... of the world's most sophisticated clients. Responsibilities: + Own the full client experience, from onboarding to reporting and money movement + Coordinate wires,… 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 ... 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
- AMA Group (Los Angeles, CA)
- **Title:** Senior Associate (Design Project Manager) - LA **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
- City National Bank (Long Beach, 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
- 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 ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Aristotle Capital Management (Newport Beach, CA)
- …on research, investment management and client success. What You'll Do The Senior Associate , Performance & Analytics, will support the client operations ... ensure accuracy and reasonableness of output. + Provide support to Aristotle's client service , sales, and marketing teams by responding to client inquiries,… more
- WTW (Los Angeles, CA)
- **Description** As a Health and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and ... the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as...for clients + Proactively advising clients and providing superior client service + Contributing to the creation… more
- WTW (Irvine, 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
- Grant Thornton (Newport Beach, 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 (San Francisco, CA)
- As a Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all phases of ... in a rapidly growing, fast-paced, interactive, results-based team environment + Exceptional client service and communication skills with a demonstrated ability… more
