- WTW (San Francisco, CA)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at **wtwco.com** . **Description** The Associate Client Advocate (ACA) client -facing...acquisition due diligence) + Maximizes the profitability of the client account & drives retention of that… more
- BrightView (Santa Ana, 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
- HUB International (Encino, CA)
- …resolution for client questions and issues. + Assists with the entire account service process + Processes auto renewals, certificates, endorsements + Binds ... service for Entertainment clients (small business) by maintaining client relationships, supporting client retention, maintaining strong carrier relationships… more
- City of Carlsbad (Carlsbad, CA)
- …The department is in need of a leading-edge Client Systems Associate Administrator to use their customer service experience and technical expertise ... Client Systems Associate Administrator Print (https://www.governmentjobs.com/careers/carlsbad/jobs/newprint/4499289)...limited to moderate scope + Ability to provide customer service in person, via remote control technologies and over… more
- Bank of America (Sacramento, CA)
- Advisor Development Program Client Associate Sacramento, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... Client - Associate \_25047602) **Job Description:** **Advisor Development Program Client Associate ** Merrill Wealth Management is a leading… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and enhance the overall client experience. Key Responsibilities + Process client service requests, including account openings, transfers, ACH ... share your resume via LinkedIn with JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking a skilled Client Service … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …processes to enhance the overall client experience. Key Responsibilities + Handle client service requests ( account openings, transfers, ACH, RMDs, stock ... send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're looking for an experienced Client … more
- Wells Fargo (Irvine, CA)
- …for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues + Execute ... this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… 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