- City National Bank (Los Angeles, CA)
- …* 5 or more years of Customer Service or Operational experience at a Broker Dealer * 5 or more years of management and/or supervisory experience * FINRA ... retention, and portfolio management efforts. Assist clients with escalated service and operational requests. Adheres to CNS and CNB...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …2 years of client service experience, preferably in financial services or wealth management. + Familiarity with broker - dealer platforms; experience ... based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm...rollover requests. + Respond promptly to client inquiries regarding financial products and services . + Support client… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …years of experience in client service , preferably within wealth management or financial services . + Familiarity with broker - dealer platforms; ... + Respond promptly to client inquiries and provide support across a range of financial services . + Facilitate smooth onboarding for new clients and maintain… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ 2-3 years of experience in a client service or operations role within a financial services firm (RIA, broker - dealer , custodian, or bank) + Strong ... Description Client Service Associate Walnut Creek, CA | In-Office Preferred...in Walnut Creek that is actively hiring a Client Service Associate to support their growing client base and… more
- Navy Federal Credit Union (San Diego, CA)
- Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or ... products and services . Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …years in client service (wealth management preferred) + Experience with broker - dealer platforms (LPL strongly preferred) + Strong communication skills and ... with a proven track record, committed to delivering personalized financial guidance and exceptional service . We're looking for a Client Service Associate… more
- City National Bank (Los Angeles, CA)
- …required * Minimum of 10 years of experience at a major law firm ( financial services or investment management practice), in-house legal department of a ... counsel to the Bank and its registered investment adviser, broker - dealer , and registered investment fund subsidiaries and...financial institution or advisory firm, and/or financial services regulatory agency or commensurate experience… more
- JPMorgan Chase (Los Angeles, CA)
- …collaboratively with an integrated client service team to provide comprehensive financial planning services . Your role will involve using JP Morgan's ... and skills** + Five plus years of experience in financial services including, but not limited to,...not limited to, financial planning, goals-based investing, financial advisory at a broker - dealer ,… more
- JPMorgan Chase (Oakland, CA)
- …Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses ... 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
- TEKsystems (San Diego, CA)
- Description Seeking a Client Support Associate for a financial services organization in El Segundo or San Diego, CA. This individual will deliver world class ... the navigation while using various systems associated with the broker - dealer . * Maintain minimum call handling requirements...internally and externally. * Show an understanding of the financial services industry and our role in… more