- 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 ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in working… more
- Wells Fargo (Fresno, 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 appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… 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 ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, a… more
- JPMorgan Chase (San Francisco, CA)
- …This is a unique opportunity to join a leading commercial real estate lender as a Client Associate on our sales team. The Commercial Term Lending (CTL) Group is ... by a strong entrepreneurial spirit and offers exceptional professional development. As a Client Associate , you will be motivated to succeed and understand that… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS*...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series ... clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. WHAT WILL YOU DO? *… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT SERVICE ASSOCIATE SENIOR * WHAT IS THE OPPORTUNITY? Work with Investment Services Managers in the managing of the overall relationship of ... Work closely with portfolio managers, advisors, and others in providing high quality service and ensures compliance with all statutory requirements. What you will do… 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
- 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 ... and develop recommendations + Work with project team and client to deliver services in accordance with...priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project… 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 ... can meet their needs. + Prepare sales presentations/proposals to explain investments and services to a potential client . + Complete expense reports, sales… more
- Grant Thornton (San Jose, CA)
- As an IT Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... project execution + Work with the project team and client to deliver services in accordance with...priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project… more
- Aristotle Capital Management (Newport Beach, CA)
- …experience: required. + Experience in investment management or client service /sales support within the financial services industry, specifically RIA, ... success. We are currently seeking an Inside Sales Senior Associate to join our team. This...to inbound calls and emails as well as other client service requests. Organization, professionalism and the… 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 ... dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients,… more
- Grant Thornton (San Francisco, CA)
- As an IT Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... project execution + Work with the project team and client to deliver services in accordance with...priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description A specialized financial advisory firm is seeking a high-performing Senior Associate to join its team. This boutique firm focuses on financial due ... that values excellence, curiosity, and initiative. Position Overview: The Senior Associate will work closely with firm...Associate will work closely with firm leadership and client stakeholders to conduct deep financial analysis and due… more
- Acxiom (Sacramento, CA)
- …and expertise: aligning client business needs to Acxiom products, solutions, and services as well as solutions across the IPG network. + Establishes annual and ... differentiates Acxiom services and products from competitors. + Consults with client on new use cases and capabilities to enable organic growth (including… more
- WTW (San Francisco, CA)
- …(IVD) or Geographical Divisions. + Tech, Media and Telecommunications The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- AMA Group (El Segundo, CA)
- …for new work + Keep senior staff informed of important and relevant service /design decisions and the objectives of the client are achieved + Establish a ... **Description** **Title:** Associate (Technical) **Trade:** Electrical **Level** : 7 -...Leader **Position Overview:** AMA Group is looking for a senior engineer who is considered skilled and proficient in… more
- Grant Thornton (Los Angeles, CA)
- Grant Thornton is seeking a Go-to-Market (GTM) Activation Senior Associate to join the team. Approved office locations can be found below. As a Senior ... GTM initiatives that help us prioritize, engage, and grow client relationships more effectively. Reporting to the GTM Activation...or a related role in a B2B or professional services setting + Exposure to GTM or commercial strategy… more