- 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 ... 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
- 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 ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… 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
- 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
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, option, ... Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 and… more
- Citigroup (Glendale, 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 ... Advocate within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client… 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)
- …research, investment management and client success. We are currently seeking a Senior Associate , Client Reporting to join our team. The Senior Associate ... of reporting tools like Seismic or Vermilion. Experience in client service is highly valued, as the role involves...highly valued, as the role involves direct collaboration with client -facing teams and occasionally with clients. What You Will… more
- WTW (Los Angeles, CA)
- …support and advocacy, ensuring clients receive top-notch service and solutions. The Associate Client Advocate (ACA) is a mid-career position, responsible for ... with occasional travel to local or national offices and/or client sites as needed. The preferred candidate will be... client -facing tasks using advanced skills in Commercial Property and… more
- US Bank (Woodland 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
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …agreed-upon agenda to start sales conversations that offer value to the client . Works at an intermediate level to navigate customer conversations by leveraging ... to quickly and effectively establish trust within the buying centers in the client 's organization. Works at an intermediate level to interpret, contribute to, or… more
- HUB International (Los Angeles, 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
- 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
- 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
- Banfield Pet Hospital (Torrance, CA)
- Opening Statement The Client Care Associate 's primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web ... of Mars, Inc. within self and team. . Resolve client problems by determining the cause of the issue,...where pets are present. Experience, Education and/or Training: . Associate 's degree preferred, or the equivalent combination of education,… 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