- The Walt Disney Company (Rancho Mirage, CA)
- We seek a highly organized and customer-focused **Sales Associate ** to deliver an industry-leading experience for home buyers. This role will serve as a point of ... **Contacting & Lead Generation** + Contact potential clients to gauge interest in broker services and refer them to agents. **Document Handling & Compliance** +… more
- Zurich NA (San Francisco, CA)
- Underwriting Account Service Associate 125892 Zurich North America is currently hiring an Underwriting Account Service Associate to join the Middle Markets team! ... As an Underwriting Account Service Associate , you will support and work closely with experienced Underwriters in the review and analysis of risks. You will enjoy the… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate - Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its high-touch, ... culture and commitment to long-term relationships. Position Overview The Client Service Associate will be the primary point of contact for clients, supporting a… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate Location: Walnut Creek, CA | In-Office Preferred (Hybrid Flex) Compensation: $70,000 - $90,000 DOE + Full Benefits + Career ... Walnut Creek that is actively seeking a Client Service Associate to support its growing client base and advisory...in client service or operations within financial services (RIA, broker -dealer, custodian, or bank) + Strong communication skills and… more
- WTW (Los Angeles, CA)
- …Together, we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills ... + Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client engagement in… more
- Adecco US, Inc. (Fountain Valley, CA)
- Adecco is assisting a local client recruiting for **a Sr. Associate Risk Management Compliance** opportunity in Fountain Valley, CA! If the **Sr. Associate Risk ... their responsibilities. - Assist with annual casualty insurance renewal marketing and broker competitions. - Draft proof of insurance letters for current and former… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking a ... dedicated and personable Client Service Associate to join its growing team. This firm is...within wealth management or financial services. + Familiarity with broker -dealer platforms; experience with LPL is strongly preferred. +… more
- Sedgwick (Sacramento, CA)
- …Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Accounting Associate - Pooling Are you looking for an impactful job where you can ... entries. + Coordinates with Pool investment managers and reconciles with broker statements. + Prepares financial statements. + Assists with PowerPoint development… more
- JPMorgan Chase (La Canada Flintridge, CA)
- …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational ... and services are offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC. Annuities are made… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Boutique RIA. This is a full-time permanent role based in ... service experience, preferably in wealth management + Familiarity with broker -dealer platforms (LPL preferred) + Excellent communication and professional demeanor… more