- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more ... also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable...interview._** **How you'll succeed** + Prepare and process new account paperwork + Open new accounts and sub-accounts +… more
- BrightView (San Juan Capistrano, CA)
- …relationships, focusing on both client retention and ancillary sales. The Associate Account Manager works with clients within the Senior Account ... work and ancillary services . + Participate in branch meetings and assist Senior Account Manager in overall leadership of Client Service Team + Maintain… 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, ... clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. WHAT WILL YOU DO? *… more
- ArcBest (Long Beach, CA)
- Job Description The Associate Account Manager works with the region's Senior Account Manager, Account Managers, and District Sales Manager to enhance ... customer service and streamline sales activity. This role focuses on...entry-level position designed to prepare you for a future Account Manager role, you'll gain valuable hands-on experience and… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues… more
- Wells Fargo (Palo Alto, CA)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... . **In this role you will:** + Assist Financial Advisor(s) with service and operational related activities such as providing service to… more
- WTW (San Francisco, CA)
- **Description** In this challenging role as a Pension Outsourcing Benefits Senior Associate , you will contribute as part of a team to the entire range of ... contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors + Interface...proven ability to diagnose and resolve issues; strong client service orientation + Proficient in Microsoft Office Excel +… more
- Zions Bancorporation (El Segundo, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a ** Senior Power Finance Associate ** **in** **El Segundo, CA** .This role focuses on ... clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment… more
- WTW (San Francisco, CA)
- **Description** As a Health and Benefits Senior Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... provide value added analyses and summaries + Analyze and compare vendor products, services and contracts + Design, distribute and evaluate responses to surveys and… 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 ... Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support...high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play… more