- Bank of America (Pasadena, CA)
- Wealth Management Client Associate Pasadena, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… 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 ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Topgolf (Torrance, CA)
- The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or ... initiatives and CRM activity to drive and reward repeat business + Adhere to client service standards and company policies and procedures + Foster a friendly, open… more
- CBRE (Ontario, CA)
- Private Client Program - Associate Broker Job ID 199349 Posted 05-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage ... California - United States of America **About the role:** CBRE's Private Client Program - Associate role offers a unique opportunity to connect with a leader in… more
- The Walt Disney Company (Burbank, CA)
- …Wealth Advisors with accumulated AUM totaling $100 million or more. The Executive Client Service Associate is responsible for performing in this role effectively ... and sales goals. This role also involves identifying and servicing client /member financial needs by means of cross-selling multiple financial products/services in… more
- JPMorgan Chase (Newport Beach, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management… more
- Citigroup (Rowland Heights, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… 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 we mean ... it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental… more
- WTW (Los Angeles, CA)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... Logistics + Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client … 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
- US Bank (Beverly Hills, CA)
- …paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists ... such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing… more
- Illumination Foundation (Stanton, CA)
- …County, Los Angeles County and the Inland Empire. Job Description: The Client Care Assoicate is responsible for addressing clients' immediate shelter needs, ... staff, and providing basic amenities as needed. Additionally, the associate will maintain the cleanliness and orderliness of the...this role is $18.00 - $20.00 per hour. Responsibilities: Client Care: + Assist with client intakes… more
- BMO Financial Group (Newport Beach, CA)
- …service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, ... and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a… more
- HUB International (Pasadena, CA)
- …supplies + Support team in opening new accounts and preparing and processing other client account forms + Run reports and provide status updates on new account ... the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in...ACH's in a timely manner. + Maintain and update client data, input updated values into appropriate systems +… more
- Bank of America (Los Angeles, CA)
- …facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In partnership with OMT, ... Private Wealth Client Relationship Manager Los Angeles, California **Job Description:**...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… 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
- 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 ... investors. A role as a Relationship Manager is for you. As an MFL Client Manager, Executive Director in Commercial Real Estate, you will be responsible for all… more
- VCA Animal Hospitals (Granada Hills, CA)
- …thrive for a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust _Total Rewards_ As a member ... We are seeking an experienced Associate Veterinarian to join our team. The competitive...of empathy, confidence and humility to build a loyal client base and heal pets. As a member of… more
- VCA Animal Hospitals (West Hollywood, CA)
- …thrive for a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust **_Total Rewards_** As a ... Join us as an Associate Veterinarian at VCA TLC West Hollywood Animal...this amazing city has to offer. + Team (3 Associate Veterinarians, 3 RVTs, 17 Support Staff). + At… more
- WTW (Irvine, CA)
- **Description** As a Health and Benefits Associate Director, you will lead client engagements involving the design and management of the full array of health and ... generate business by participating in new business activities and expanding existing client engagements. You will have the opportunity to position yourself to grow… more