- Unknown (Los Angeles, CA)
- Associate Vice President and Wealth Advisor About the...with a preference for those with exposure to HNW/UHNW client service or financial planning. A CFP(R) ... Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its Private Wealth Division. This role is ideal… more
- Unknown (Los Angeles, CA)
- Associate Vice President, Presales Consultant, Healthcare Solutions About the Company Leading outsourcing company for software development Industry ... Intelligence Business Services Digital Intelligence Digital Technology EXL EXL Service Management Consulting Operations Management Information Technology & Services… 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 ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- HUB International (Diamond Bar, CA)
- …and support our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service ... 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)
- …customer's needs and provide them with innovative insurance solutions. The Personal Lines Client Service Associate is responsible for providing exceptional ... a generous 401k plan and more! **POSITION SUMMARY:** Our service professionals play a vital role in supporting our...EPIC as per established process and procedures (ie adding client shell, billing inquiries, etc.). + Performs other duties… more
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service , banking operations or relationship management support required. * ... and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively...they manage. * Resolves problems, answers questions related to client accounts and utilization of bank products and services.… 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 ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- HUB International (Encino, CA)
- … service for Entertainment clients (small business) by maintaining client relationships, supporting client retention, maintaining strong carrier relationships ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...needs. Serves as day-to-day contact and provides resolution for client questions and issues. + Assists with the entire… more
- HUB International (Encino, CA)
- …paid time off, a generous 401k plan and more! **THE OPPORTUNITY: ** Our service professionals play a vital role in supporting our clients with day-to-day account ... preferred) + Required "soft skills": efficient time management, organization, customer service , high initiative, team-oriented and high attention to detail ** **… more
- Banfield Pet Hospital (Whittier, CA)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide ... professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about Optimum… more
- Columbia Bank (Irvine, CA)
- …internal clients, delivering outstanding service in alignment with the bank's Breakthrough Client Service Standards. + Primary associate in the branch to ... achieving sales goals, and building referral sources in banking or retail environment with client Service and cash handling experience required. + 2 years in a… more
- Bank of America (Westlake Village, CA)
- Advisor Development Program Client Associate Westlake Village, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... Client - Associate \_25047518) **Job Description:** **Advisor Development Program Client Associate ** Merrill Wealth Management is a leading… more
- WTW (Los Angeles, CA)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at **wtwco.com** . **Description** The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … 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 ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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 ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- JPMorgan Chase (Westminster, CA)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… more
- BMO Financial Group (City Of Industry, CA)
- …enhancement opportunities are identified and addressed or referred to during client service interactions. **Responsibilities:** + Handles transactional requests, ... promptly and effectively. + Responds to and facilitates the resolution of client service requests. + Collects and analyzes client feedback to identify… 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 ... This position offers the opportunity to build meaningful relationships, deliver exceptional service , and directly influence both client outcomes and your… more
- IBM (Costa Mesa, CA)
- **Introduction** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team and lead the practice in ... clients **Your role and responsibilities** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team… more
- Banfield Pet Hospital (Torrance, CA)
- CLIENT SERVICE COORDINATOR This posting will remain open for a minimum of two weeks or until a sufficient pool of qualified applicants has been received. A ... growth and learning is your goal. JOB SUMMARY The Client Service Coordinator ("CSC") drives the flow...Other job duties as assigned. THE FIVE PRINCIPLES Every associate including the CSC has an important contribution to… more
