- Local Firm Hiring! (Los Angeles, CA)
- …We are aggressively seeking top talent to join our team as a Customer Service Associate . We're dedicated to delivering unparalleled results for our clients by ... sector and expanding their reach throughout the market. Customer Service Associate Overview: As a Customer ...Establish rapport and trust with customers while providing thorough product recommendations that best suit the customer's needs and… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …licenses.Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industryExperience with ... marketplace, through proactive solicitation and/or research, to advise and drive client happiness.Designing and conducting strategic planning and service review… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …consultationsYour subject matter expertise will be used to address unique and complex client service requestsAbility to work in a dynamic, fast-paced and ... environmentYou will conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service … more
- Fidelity TalentSource LLC (Burbank, CA)
- …trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, ... it The\u00A0Purpose\u00A0of Your RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture… more
- Fidelity TalentSource LLC (Brea, CA)
- …by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, ... including communication skills, our product offering and practice management techniques. The Expertise We...ask that you have sales experience in the financial service industryWe require a Series 7 & 63 and… more
- Diamond Executives (Anaheim, CA)
- …based on our capabilities are essential in making it happen. As a Customer Service Associate , you are provided with the knowledge necessary to assist in ... Executives , our ability to analyze and adapt customer service strategies has given our clients the product...build daily, and we are looking for a Customer Service Associate who will match that energy.… more
- Morgan Stanley (Pasadena, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Pasadena* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...Diploma/Equivalency * College degree preferred *Knowledge/Skills* * Strong industry, product , and branch procedures knowledge * Exceptional writing, interpersonal… more
- JPMorgan Chase (Irvine, CA)
- …with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve ... located in the United States and across the globe. Client Service Associates are a trusted member...a high degree of success + Solicit feedback on product and service offerings in an effort… more
- JPMorgan Chase (Irvine, CA)
- …with key partners in Relationship Management, Sales, Service , Operations and Product Management + Manage client and partner expectations and understanding ... Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around...Morgan Chase Clients from around the world. As a Client Onboarding Associate within the Commercial Bank,… more
- Bank of America (Pasadena, CA)
- Wealth Management Client Associate Pasadena, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- BlackRock (Los Angeles, CA)
- …competitive Private Debt asset class. The team will do so by leveraging its product expertise, proprietary and tenured client relationships and proven history of ... close partnership primarily with Portfolio Managers, Alternative Specialists and other Product Strategists to provide coordinated client coverage, strategy… more
- JPMorgan Chase (Irvine, CA)
- …with key partners in Relationship Management, Sales, Service , Operations and Product Management + Manage client and partner expectations and understanding ... Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around...Morgan Chase Clients from around the world. As a Client Onboarding Associate within the Commercial Bank,… more
- Morgan Stanley (Pasadena, CA)
- …* Coordinates enrollment campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates and develops ... across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- City National Bank (North Hollywood, CA)
- …to work directly with clients on a daily basis in handling all areas of client service , operational tasks, and sales consultation. Expert in all aspects of ... providing exemplary client service and assisting clients with any...sales activities including recognizing referral/sales opportunities and making appropriate product / service recommendations. Will be capable of opening… more
- Zions Bancorporation (Los Angeles, CA)
- …or without the assistance of TMOs including conducting sales presentations and product demonstrations. + Reviews and analyzes client statements and interview ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more
- Golden State Foods (Irvine, CA)
- …as the Subject Matter Expert for the purpose of engineering and deploying client hardware and system solutions, as well as engineering the software deployment and ... update process. The Desktop Engineer troubleshoots client software and hardware issues, implement and manage software...2 Application Support through escalated incident tickets from the Service Desk per defined Service Level Agreements… more
- STERIS (Los Angeles, CA)
- …create a healthier and safer world by providing innovative healthcare and life science product and service solutions around the globe. How You Will Make a ... Client Services Account Manager Req ID: 42408 Job...increases their utilization with SPM and satisfaction with the product + Proactively engage Customers and maintain regular contact… more
- Ensono (Los Angeles, CA)
- …+ Strong written / verbal Communication skills + Designing skills + Strong Client Service orientation + Strong Analytical Skills, follow-up capability, and ... Associate Source Code PromoterRemote - United StatesJR010257 **About...They perform functions in both a mainframe and a client server environment, maintain and assist with ongoing technical… more
- WTW (Los Angeles, CA)
- As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the ... standards + Proactively advising clients and ensuring the delivery of superior client service + Facilitating specialist resources and subject matter experts… more
- KPMG (Los Angeles, CA)
- …and lead multiple engagements, play a positive role in well-functioning and collegial client service teams, supervise and assist with the development and ... **Business Title:** Senior Associate , International Tax **Requisition Number:** 112245 - 8...and experienced staff professionals, maintain professionalism, and provide excellent client service + Ability to develop and… more
