- Wells Fargo (Beverly Hills, 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 more ... 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
- JPMorgan Chase (Los Angeles, CA)
- …operating companies, investment funds and trusts! As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be ... banker team (REB Client Executives). You will participate in the Banking Associate program, which is designed for progression of job functions from Associate … more
- Bank of America (Westlake Village, CA)
- Wealth Management Seasonal Client Associate Westlake Village, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Morgan Stanley (Los Angeles, CA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Los ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Raymond James Financial, Inc. (Pasadena, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience. * OR ~… more
- Raymond James Financial, Inc. (Los Angeles, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic inquiries and scheduling… more
- Illumination Foundation (Whittier, CA)
- …Orange County, Los Angeles County and the Inland Empire. Job Description The Client Care Associate /CNA helps patients with direct health care needs, assisting ... towards disrupting the cycle of homelessness by providing targeted, interdisciplinary services in our recuperative care centers, emergency shelters, housing … more
- JPMorgan Chase (Huntington Beach, CA)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance… more
- Citigroup (Hermosa Beach, 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
- ADP (La Palma, CA)
- ADP is hiring ** Associate Client Support Consultants** . Bilingual in..._ _ _ **Apply now!** **To learn more about Client Services at ADP** , ** ** watch ... users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you do every day… more
- ADP (San Dimas, CA)
- ADP is hiring an ** Associate Client Service & Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement ... Ready to #MakeYourMark? Apply now! **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client -… more
- JPMorgan Chase (Los Angeles, CA)
- …solutions to your clients? You have found the right team. As a Treasury Sales Associate in Corporate Client Banking, you will play an integral part in ... + Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost...throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately… more
- Insight Global (Agoura Hills, CA)
- …A client of Insight Global is seeking a fully remote Experienced Tax Associate to join their fast-growing team! Our client is a newly formed company ... transactions. - Associate will be responsible for organizing and completing client engagement files. - Associate will help prepare extensions and estimates… more
- Google (Los Angeles, CA)
- …work towards strategic goals in a fast-paced environment. + Excellent client service , relationship building, organizational, analytical, problem-solving, and ... businesses grow. Using your relationship-building skills, you provide Google-caliber client service , research and market analysis. You...can reach thousands of users. As an Account Manager Associate , you will be part of the Google Americas… more
- HUB International (Culver City, 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 ... alternatives, determine specific plans and implement + Offering and implementing value-added services + Developing client 's 3-5 year strategic plan as well… more
- HUB International (Culver City, 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...specific plans and implement + Offers and implements value-added services + Develops client 's 3-5 year strategic… more
- HUB International (Culver City, 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 ... team to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting … more
- HUB International (Los Angeles, 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 ... of clients in the small business segment. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships,… more
- HUB International (Culver City, 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 ... clients (supports AEs on complex, large clients). Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships,… more
- Burns & McDonnell (Brea, CA)
- …as an innovator and technical leader to develop strategies to solve our client 's challenging energy needs. The Associate Electrical Engineer will manage ... an array of dynamic and innovative solutions to deliver resilient utility services . Meeting the needs of this energy transition requires motivated industry experts… more