- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS*...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 ... clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. WHAT WILL YOU DO? *… more
- WTW (Los Angeles, CA)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing...acquisition due diligence) + Maximizes the profitability of the client account & drives retention of that… more
- WTW (Los Angeles, CA)
- …within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...acquisition due diligence) + Maximizes the profitability of the client account & drives retention of that… more
- BrightView (San Juan Capistrano, CA)
- …long-term relationships, focusing on both client retention and ancillary sales. The Associate Account Manager works with clients within the Senior Account ... grow to be your brightest. We're looking for an Associate Account Manager (AAM). Can you picture...Senior Account Manager in overall leadership of Client Service Team + Maintain satisfactory Accounts… more
- JPMorgan Chase (Oakland, CA)
- …role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client ... + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance… more
- JPMorgan Chase (Palo Alto, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- Wells Fargo (Beverly Hills, CA)
- …for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment...applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Wells Fargo (Los Angeles, CA)
- …for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May also ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management...review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Bank of America (San Francisco, CA)
- Registered Private Wealth Client Associate (FP) San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, 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