- WTW (Los Angeles, CA)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources 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
- Bank of America (Beverly Hills, CA)
- Merrill Associate Client Relationship Manager Beverly Hills, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... culture driven, resilient, results focused and effective. **Position Overview:** The ** Associate Client Relationship Manager (ACRM)** supports the Firms business… more
- Aristotle Capital Management (Los Angeles, CA)
- …and a deep understanding of reporting tools like Seismic or Vermilion. Experience in client service is highly valued, as the role involves direct collaboration ... client success. We are currently seeking a Senior Associate , Client Reporting to join our team....client meetings and presentations. + Work closely with client service teams to address client… more
- WTW (Los Angeles, CA)
- …means you'll provide hands-on support and advocacy, ensuring clients receive top-notch service and solutions. The Associate Client Advocate (ACA) ... Advocate in our Healthcare and Life Sciences Division. The ACA manages client service activities and engagement, coordinating daily with a Client Specialist… more
- Aristotle Capital Management (Newport Beach, CA)
- …research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior Associate ... RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests… more
- JPMorgan Chase (Irvine, CA)
- …This is a unique opportunity to join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team. The Commercial Term Lending ... Group has a powerful entrepreneurial spirit and offers incredible professional development. As a Client Associate , you will have an internal drive to succeed and… more
- Bank of America (El Segundo, CA)
- Wealth Management Client Associate El Segundo, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… more
- Bank of America (Los Angeles, CA)
- Registered Wealth Management Client Associate Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Wells Fargo (Rolling Hills Estates, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- Topgolf (Long Beach, CA)
- The Client Associate is responsible for maintaining...to drive and reward repeat business + Adhere to client service standards and company policies and ... the in-store sales and service experience and promoting sales culture within the retail...**EDUCATION AND EXPERIENCE** + Minimum 1-year experience in a client services related capacity **PHYSICAL REQUIREMENTS /… more
- WTW (Irvine, CA)
- …standards + Proactively advising clients and ensuring the delivery of superior client service + Facilitating specialist resources and subject matter experts ... **Description** As a Health and Benefits Associate Director, you will lead client ...of client deliverable to ensure alignment to client objectives, leverage of optimal WTW services … more
- JPMorgan Chase (Newport Beach, CA)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… 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 7 ... clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. WHAT WILL YOU DO? *… more
- Citigroup (Fountain Valley, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- HUB International (Long Beach, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to… more
- Vaco (Los Angeles, CA)
- …generating sales, increasing revenue and profitability. This position establishes and develops client relationships as well as works with one or more recruiters to ... and** **Responsibilities** : + Establish and maintain target list developing client relationships. + Conduct prospecting activities including phone calls, "ad… more
- US Bank (Woodland Hills, CA)
- …One. **Job Description** Provides sales, processing, operational, administrative and customer service support to Financial Advisors of US Bancorp Advisors . Performs ... paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists… more
- JPMorgan Chase (Pasadena, CA)
- … from pre-approval to the funding of a loan + Lead the sales team ( Client Associate and Client Specialist) in loan production within credit standards ... a Relationship Manager is for you. As an MFL Client Manager, Executive Director in Commercial Real Estate, you...+ Promote the bank's commercial real estate programs and services through strong sales principles and practices, credit analysis… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …and protocols for routine inquiries. Carry out a range of customer service activities, including handling customer cases and inquiries that are more complex ... customer retention and business development activities. Provide an efficient counter service by carrying out standard branch operations tasks and informing customers… more
- HUB International (Los Angeles, CA)
- …supervision + Positive attitude toward client relations to provide exceptional, proactive client service + Ability to interact with people across all levels ... our current clients and onboarding new clients through providing professional, courteous service to our clients, business partners, and HUB colleagues. + Responsible… more