- Robert Half Finance & Accounting (San Jose, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate - Wealth Management We're looking for a motivated Client ... is an excellent opportunity to build deeper expertise in portfolio operations, client service, and investment technology while working with a supportive, experienced… more
- Robert Half Finance & Accounting (San Jose, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate - Wealth Management We're seeking a motivated Client ... offers a unique opportunity to deepen your expertise in portfolio operations, client service, and investment technology while working alongside a highly supportive… more
- Raymond James Financial, Inc. (Rolling Hills Estates, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...branch office expenses and expense reports. + Opens new client accounts and researches client and security… more
- Robert Half Office Team (San Diego, CA)
- Description Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the ... opportunity to work in a dynamic, client -driven environment, supporting both advisors and clients while contributing to the overall success of the organization. This… more
- Robert Half Office Team (San Diego, CA)
- …Company Our client , a well-established insurance organization, is seeking a Client Services Associate to support policyholders and internal teams by ... administrative assistance. This role plays a key part in maintaining client satisfaction, supporting policy administration, and ensuring accurate documentation in a… more
- JPMorgan Chase (Whittier, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of high-net-worth ... and prospects. You'll play a critical role in relationship management, operations, client communication, and day-to-day advisory support. What You'll Do + Serve as… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid ... lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of… more
- HUB International (Diamond Bar, CA)
- …support our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service team to ... and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier… more
- PNC (Indio, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail organization, you will be based in ... service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. + Supports customer loyalty and helps to grow customer… more
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