- Wells Fargo (Los Angeles, CA)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part.... **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such… more
- Robert Half Finance & Accounting (Mountain View, CA)
- … is recruiting for a Client Service Associate at a growing, client -focused Registered Investment Advisor (RIA). This is a full-time permanent role based ... high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low...contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Services is recruiting for a Client Service Associate at a growing, client -focused Registered Investment Advisor (RIA). This is a full-time permanent role ... high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low...contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare… more
- City National Bank (Beverly Hills, CA)
- …/ reallocation letters when necessary* Assist the Portfolio Management team in solving client and advisor issues as it relates to Operational and logistical ... and research outliers* Respond to ad hoc client requests, and manage client and advisor phone calls in the course of providing the highest degree of service*… more
- Navy Federal Credit Union (San Diego, CA)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... and under supervision. Responsibilities + Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite… more
- APTIM (San Diego, CA)
- … client projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ... Intelex, Sphera, Velocity) + Collaborate on solution design by analyzing client business needs, evaluating competing configuration strategies, and contributing to… more
- VaynerMedia (Los Angeles, CA)
- …and grow senior-level client relationships; serving as an executive sponsor and client advisor for multiple clients within the agency portfolio What You've ... act as a strategic partner to our clients providing assessment of the client 's current social and digital proficiencies and areas for improvement. Our VP's are… more
- IBM (San Francisco, CA)
- …Market Knowledge: Expertise in the Data & AI market to quickly become a trusted client advisor . IBM is committed to creating a diverse environment and is proud ... their business. Your primary responsibilities will include: Product Demonstration: Creating client facing demos for the following products - Watsonx assistants,… more
- IBM (San Francisco, CA)
- …Market Knowledge: Expertise in the Data & AI market to quickly become a trusted client advisor . IBM is committed to creating a diverse environment and is proud ... business. Your primary responsibilities will include: . Product Demonstration: Creating client facing demos for the following products - Guardium "One", Guardium… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented...-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more