- LGBT Great (Newport Beach, CA)
- …the analysis of complex data and applying those results to produce client focused presentations. The Product Analyst/ Associate must build strong internal ... advisor to our clients. PIMCO is seeking a Product Analyst/ Associate to work in the APAC Public Product Strategy...involvement with clients Serve as an internal resource for client servicing and marketing groups for portfolio, market, strategy,… more
- IBM Computing (Irvine, CA)
- …solutions Collaborate with technical and delivery teams to architect tailored, client -centric solutions Lead the full sales cycle, managing pipeline, proposals, ... promoting our Cloud Migration and Modernization Services Participate in billable client engagements when not involved in bid/proposal or business development work… more
- LGBT Great (Newport Beach, CA)
- …leader and trusted advisor to our clients. Public Group - Traditional Strategies - Product Associate (Newport Beach, CA) We are seeking an Associate to join the ... It will support the team across dimensions of global client service, business management, and product development, including for...to key messaging for the strategies by type of client (eg, retail vs institutional), well as maintaining marketing… more
- Redline Associates, Inc. (Newport Beach, CA)
- The company is seeking a Product Associate to assist with efforts on the Public Strategy Fixed Income product team. This position will work with and support the ... Income team covers our Multi-Sector and Credit Strategies. The Product Associate must build solid internal relationships and partnerships with Business Developments,… more
- CFA Institute (Newport Beach, CA)
- …need financing and investors seeking strong risk‑adjusted returns. Product Associate - Traditional Strategies Location: Newport Beach, CA Responsibilities Perform ... internal groups. Create content relevant to key messaging for the strategies by client type (eg, retail vs institutional), and maintain marketing and other general… more
- CFA Institute (Newport Beach, CA)
- A global investment management firm is seeking a Product Associate for their Traditional Strategies team in Newport Beach, CA. This role involves portfolio risk ... analysis, client inquiries, and development of marketing materials. Ideal candidates will have experience in investment management, strong analytical skills, and a… more
- PIMCO Europe Ltd. (Newport Beach, CA)
- A global investment firm is seeking a Product Associate in Newport Beach, CA. This role involves portfolio performance analysis, client service support, and ... content creation for marketing materials. Ideal candidates have a bachelor's degree in related fields, 2-3 years of experience in investment management, and strong analytical skills. This position offers a competitive salary with performance-based bonuses.… more
- Bank of America (Newport Beach, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm's business… more
- Accreditation Council for Graduate Medical Education (Laguna Beach, CA)
- …and more. Our hospital has a collaborative experienced team and a committed client base. We pride ourselves on compassionate care and high standards of medical ... excellence. We are open Monday to Friday, 7:30 am - 6:30 pm. Serving Laguna Beach, Laguna Niguel, Aliso, Viejo, South Laguna, Crystal Cove, Laguna Hills, and Dana Point. Located in beautiful Laguna Beach we have some of the finest beaches in California.… more
- The Hartford (Brea, CA)
- Associate Attorney - Workers' Compensation page is loaded## Associate Attorney - Workers' Compensationlocations: Brea, CA: Irvine, CA: Los Angeles, CAtime type: ... in a matrixed business setting that encourages knowledge-sharing and teamwork.* ** Client -Centered Impact:** Play a key role in delivering strategic legal solutions… more
- Bank of America (Irvine, CA)
- Wealth Management Client Associate (Part-time) Irvine, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Irvine/Wealth-Management- Client - Associate --Part-time-\_25048203) **Job Description:** Merrill Wealth Management is… more
- Wells Fargo (Seal Beach, 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 the career ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...branch office expenses and expense reports. + Opens new client accounts and researches client and security… more
- JPMorgan Chase (Westminster, 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
- HUB International (Diamond Bar, CA)
- …support our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service team to ... and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier… more
- HUB International (Newport Beach, CA)
- …needs and provide them with innovative insurance solutions. The Personal Lines Client Service Associate is responsible for providing exceptional service to ... Maintain workflow through EPIC as per established process and procedures (ie adding client shell, billing inquiries, etc.). + Performs other duties and projects as… more
- Principal Financial Group (Costa Mesa, CA)
- …Do** Are you passionate about making a difference in people's lives? As an ** Associate Client Relationship Consultant** , you'll play a key role in driving ... build meaningful relationships, deliver exceptional service, and directly influence both client outcomes and your compensation. Once you've secured your insurance… 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...role is Saturday - Wednesday, 11:30am to 8:00pm. Responsibilities: Client Care: + Assist with client intakes… more
- BMO Financial Group (City Of Industry, CA)
- …Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems promptly and effectively, while ... opportunities are identified and addressed or referred to during client service interactions. **Responsibilities:** + Handles transactional requests, escalations and… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... listed below. Assists with the opening and maintenance of client accounts and records. Ensure completion of all paperwork...Provide accurate, timely and courteous responses to clients. Organize client files and set up systems to assist Financial… more
