• Wealth Management Client Associate

    Bank of America (Walnut Creek, CA)
    Wealth Management Client Associate Walnut Creek, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
    Bank of America (03/16/24)
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  • Wealth Management Client Associate

    Bank of America (Walnut Creek, CA)
    Wealth Management Client Associate Walnut Creek, California **Job Description:** **Position Overview:** The **Wealth Management Client Associate ** role ... activities for new and existing clients. + Provide products and services to each client , working with cross line of business partners + Use creativity to tackle… more
    Bank of America (02/21/24)
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  • Client Service Associate ** - Part…

    Morgan Stanley (Walnut Creek, CA)
    …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate ** - Part Time* **Location:**… more
    Morgan Stanley (03/27/24)
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  • Registered Client Service Associate

    Morgan Stanley (Walnut Creek, CA)
    …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *California-Walnut Creek* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...help shape the future of service by modernizing the client experience through an elevated standard of care. The… more
    Morgan Stanley (01/18/24)
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  • Client Manager Associate - San…

    UNUM (Walnut Creek, CA)
    …team. Help us help others, and join Team Unum today! **General Summary:** The Client Manager Associate (CMA) is in training to be responsible for proactive ... provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring… more
    UNUM (03/01/24)
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  • Wealth Management Associate

    Morgan Stanley (Oakland, CA)
    …across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member ... campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates and develops relationships with business… more
    Morgan Stanley (03/06/24)
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  • Storied Invesment Firm looking for a Client

    Robert Half Finance & Accounting (Oakland, CA)
    …and more details, please reach out to Michael Lauer via LinkedIn Institutional Client Service Associate San Mateo (full-time office) $100K-$150k (stretch) + ... Bonus Company: Our client is a boutique investment manager with $18B AUM....a full-time highly qualified, entrepreneurial-minded candidate to join our client service team. Responsibilities include analyzing, presenting, and reporting… more
    Robert Half Finance & Accounting (03/20/24)
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  • Area Chief of Staff

    Banfield Pet Hospital (Concord, CA)
    …of quality and safety at the hospital level to optimize medical care, client experience, associate engagement and hospital performance. . Perform regular ... function of the Area Chief of Staff is to lead, develop and manage associate veterinarians in their hospitals to ensure Banfield can attract, develop, engage and… more
    Banfield Pet Hospital (01/29/24)
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  • Security Officer

    Metro One Loss Prevention Services Group (Pittsburg, CA)
    …item presentations as they are conducted. + Provide excellent customer service to every client and associate . + Complete a detailed activity report daily using ... company template. + Log all deliveries and vendor visits as they happen. + Follow security protocols and take directives from management and boutique staff. + Maintain a well-groomed and professional appearance. WHAT WE OFFER: + Paid hourly Lunches + Be part… more
    Metro One Loss Prevention Services Group (02/07/24)
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  • Block Advisors Associate Team Leader

    H&R Block (Lafayette, CA)
    **510550BR** **Title:** Block Advisors Associate Team Leader **Our Company** **:** Joining us as an ** Associate Team Leader** , you'll support a single retail ... office during tax season to consistently exceed client expectations and provide daily operations direction for the...needs for you and your family. At Block, seasonal associate benefits include: + Medical coverage + Retirement savings… more
    H&R Block (02/12/24)
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  • Associate Team Leader

    H&R Block (Walnut Creek, CA)
    **500104BR** **Title:** Associate Team Leader **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining...will grow stronger each year. Joining us as an ** Associate Team Leader** , you'll support a single retail… more
    H&R Block (03/19/24)
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  • Accelerated Tax Associate

    H&R Block (Lafayette, CA)
    **510362BR** **Title:** Accelerated Tax Associate **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining...Joining H&R Block as a **Block Advisor Accelerated Tax Associate ** means you will have the support of an… more
    H&R Block (03/20/24)
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  • Associate , Infrastructure Project Advisory…

    KPMG (Walnut Creek, CA)
    **Business Title:** Associate , Infrastructure Project Advisory (Construction/Engineering) **Requisition Number:** 111168 - 15 **Function:** Advisory **Area of ... all KPMG business travel, international and domestic, is currently restricted to client -essential sales/delivery activity only. At some point in the future and with… more
    KPMG (02/29/24)
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  • Senior Associate , Asset Management

    KPMG (Walnut Creek, CA)
    **Business Title:** Senior Associate , Asset Management **Requisition Number:** 109029 - 15 **Function:** Tax Services **Area of Interest:** **State:** CA **City:** ... as a firm KPMG is currently seeking a Senior Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. Responsibilities:… more
    KPMG (01/13/24)
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  • Senior Associate , Global Mobility…

    KPMG (Walnut Creek, CA)
    **Business Title:** Senior Associate , Global Mobility Engagement Management **Requisition Number:** 110899 - 15 **Function:** Business Support Services **Area of ... join our team. KPMG is currently seeking a Senior Associate , KPMG Delivery Network (KDN) GMS Global Engagement to...of the clients they serve + Engage regularly, with client contacts and client program managers; work… more
    KPMG (02/17/24)
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  • Senior Associate , Disaster Recovery

    KPMG (Walnut Creek, CA)
    **Business Title:** Senior Associate , Disaster Recovery **Requisition Number:** 111234 - 15 **Function:** Advisory **Area of Interest:** **State:** CA **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...career in Advisory. KPMG is currently seeking an Senior Associate in S&L Regulatory & Compliance for our Consulting… more
    KPMG (03/01/24)
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  • Senior Associate , Asset Management - Real…

    KPMG (Walnut Creek, CA)
    **Business Title:** Senior Associate , Asset Management - Real Estate **Requisition Number:** 108499 - 15 **Function:** Tax Services **Area of Interest:** **State:** ... as a firm KPMG is currently seeking a Senior Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. Responsibilities:… more
    KPMG (03/10/24)
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  • Investment Associate

    Robert Half Office Team (Oakland, CA)
    Description Contract to hire position - through Robert Half! As an Investment Associate you will perform various administrative duties, as well as serving as a ... via email within 1-2 business days. + Be a client 's initial point of contact to review all forms...+ Notating receipt of inquiries or forms on the Client 's Entrust Portal - Comments Section. + Entering all… more
    Robert Half Office Team (03/12/24)
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  • Associate Production Manager (Emerald…

    BrightView (Concord, CA)
    …team where you can grow to be your brightest. We're looking for an Associate Production Manager. Can you picture yourself here? Here's what you'd do: The ... Associate Production Manager (APM) schedules and directs personnel and...goals and objectives. You'd be responsible for: + Understanding client needs via regular communication with the Account Manager… more
    BrightView (03/22/24)
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  • Associate Advisor - Tax - Wealth Management

    Robert Half Finance & Accounting (Oakland, CA)
    …benefits and more details, please reach out to Michael Lauer Menlo Park (hybrid schedule) Associate Wealth Advisor (Tax) Up to 140K + Bonus Our client is an ... management across 150+ families. They are looking for an Associate Wealth Advisor who specializes in Tax to join...Responsibilities include + Prepare agendas, reports and analyses for client meetings + Play a key role in the… more
    Robert Half Finance & Accounting (03/20/24)
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