- Robert Half Finance & Accounting (San Jose, CA)
- …client meetings with performance reports and investment data + Maintain accurate client documentation and compliance records + Monitor client ... respond promptly + Track client scheduling and meeting documentation + Reconcile client portfolio accounts with custodial records + Provide weekly updates on… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investment performance reports for accuracy (Addepar) + Maintain CRM systems and organize client documentation + Partner with leadership on client service ... Description Senior Client Service Associate or Associate Director of ...family offices, and allied professionals + Assist with KYC documentation , custodial paperwork, and entity setup Why Join This… more
- Mizuho Corporate Bank (Los Angeles, CA)
- …multiple tasks and deadlines in a fast-paced environment. + Familiarity with client documentation standards, basic financial products and regulatory requirements ... the bank's relationship management efforts by processing a variety of client 's financial transactions, ensuring accurate documentation , maintaining client… more
- Robert Half Finance & Accounting (San Jose, CA)
- …level of customer support to high net worth individuals. + Keeping up-to-date with client documentation . + Adhering to regulatory rules. + Processing client ... Fukumae via LinkedIn for fastest consideration for this opportunity. Job Posting: Client Service Associate Employment Type: Full-Time Location: San Jose, 100% onsite… more
- Wells Fargo (Irvine, CA)
- …planning such as spreadsheet preparation and analysis, completion and entry of client discovery documentation in appropriate planning systems. + Research and ... to resolve basic discrepancies, answer questions, and to provide documentation on client activities + Interact with an immediate Wealth Relationship Support… more
- BMO Financial Group (Sacramento, CA)
- …operational performance, and optimize client satisfaction. + Ensures all client interactions, documentation , and issue resolutions comply with bank policies, ... operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring… more
- BMO Financial Group (San Francisco, CA)
- …operational performance, and optimize client satisfaction. + Ensures all client interactions, documentation , and issue resolutions comply with bank policies, ... operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …scanning, and data entry. Client Service Support + Assist with client onboarding, coordinating documentation and preparing welcome materials. + Update and ... Description Jennifer Fukumae with Robert Half Finance and Accounting is seeking a Client Experience Coordinator to join a growing wealth advisory team. This role is… more
- Raymond James Financial, Inc. (San Diego, CA)
- …and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Public Consulting Group (Sacramento, CA)
- …Regional Teams, technical staff, and other internal stakeholders to ensure a seamless client experience. + Maintain shared internal documentation of client ... the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the day-to-day… more