- Robert Half Finance & Accounting (San Jose, CA)
- … client base. + Process new account openings, closures, transfers, and other client documentation . + Prepare and execute trades and client transactions ... to JC del Rosario - I'd love to connect! Client Service Associate - Wealth Management We're looking for...Associate - Wealth Management We're looking for a motivated Client Service Associate to join a well‑established, rapidly growing… more
- Robert Half Finance & Accounting (San Jose, CA)
- …to clients. + Helping out in client meetings. + Keeping up-to-date with client documentation . + Adhering to regulatory rules. + Processing client ... out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Services Associate | Wealth Management Firm | San Jose Join a thriving… 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 ... in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This...firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm… more
- Robert Half Office Team (Rancho Bernardo, CA)
- …experience. Position Overview The Client Services Coordinator ensures that client requests are handled efficiently, documentation is accurate, and ... contact for client inquiries and service requests + Coordinate client onboarding, documentation , and ongoing service needs + Maintain accurate client … more
- Robert Half Office Team (San Diego, CA)
- …via phone, email, and in person. + Support financial advisors with client onboarding, documentation , and account maintenance. + Coordinate the collection ... Description Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the… more
- BMO Financial Group (City Of Industry, CA)
- …operational performance, and optimize client satisfaction. + Ensures all client interactions, documentation , and issue resolutions comply with bank policies, ... Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems promptly and effectively, while… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …+ For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission ... excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem… more
- Raymond James Financial, Inc. (San Jose, 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
- PNC (Irvine, CA)
- …+ Provides sales, service and execution support for new and ongoing client relationships. + Gathers required documentation . Prepares, reviews and verifies ... and have an opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be based in… more
- City National Bank (San Francisco, CA)
- …requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Onboard and maintain client accounts, ... *PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER* WHAT IS THE OPPORTUNITY?...including collecting client information and require documentation , processing money movement transactions as an example *… more