- ADP (La Palma, CA)
- ADP is hiring an ** Associate Account Manager** . **This is not a sales position. This role focuses on servicing existing clients.** + _Are you ready_ _to join a_ ... to join a company with_ _award-winning_ _training_ _and_ _world-class service guidelines_ _to help you achieve success,_ _growth, and...will vary, as will the solutions you provide each client . There will be no shortage of new questions… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Associate Walnut Creek, CA | In-Office Preferred (Hybrid Flex) $70,000 - $90,000 DOE + Full Benefits + Career Growth Join a new ... RIA in Walnut Creek that is actively hiring a Client Service Associate to support...for clients and play an integral role in onboarding, account maintenance, and ongoing service . You'll partner… more
- CIBC (San Francisco, CA)
- …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 complex ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...interview._** **How you'll succeed** + Prepare and process new account paperwork + Open new accounts and sub-accounts +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Build and maintain strong client relationships through responsive and thoughtful service + Manage client onboarding, account setup, and education on ... client -focused financial advisory firm is seeking a Client Services Associate to join its team....or related field + 3+ years of experience in client service or operations within the financial… more
- Raymond James Financial, Inc. (San Diego, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… 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...ongoing relationships with existing ones. + Prepare and process client transactions, including deposits, withdrawals, and account … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …for immediate consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, client -focused Registered ... high-performing team that values hard work, integrity, and strong client service . The firm offers a positive...account paperwork accurately and on time + Handle account maintenance (transfers, RMDs, client instructions) +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …for client account -related requests. + Build and maintain strong client relationships through thoughtful, personalized service . + Prepare and process ... relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative...or related field. + 3+ years of experience in client service or operations within the financial… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered ... high-performing team that values hard work, integrity, and strong client service . The firm offers a positive...account paperwork accurately and on time + Handle account maintenance (transfers, RMDs, client instructions) +… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known ... base built almost entirely through referrals. Position Overview: The Client Service Associate will serve...ensure a smooth transition for new clients. + Process client transactions including deposits, withdrawals, and account … more