• Client Service Associate - Top‑Tier…

    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 ... 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 Service … more
    Robert Half Finance & Accounting (12/31/25)
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  • Client Services Associate

    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 ... via phone, email, and in person. + Support financial advisors with client onboarding, documentation , and account maintenance. + Coordinate the collection… more
    Robert Half Office Team (12/27/25)
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  • JP Morgan Wealth Management - Private…

    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...compliance requirements (eg completion of required operational forms and documentation ) + Prioritize daily work, track progress for current… more
    JPMorgan Chase (12/21/25)
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  • Senior Client Service Associate…

    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 (12/21/25)
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  • Client Delivery Associate…

    BMO Financial Group (Newport Beach, CA)
    …operational performance, and optimize client satisfaction. + Ensures all client interactions, documentation , and issue resolutions comply with bank policies, ... + Must have client service experience + Must have the ability to manage client queries and further escalate queries as and when required + Knowledge or… more
    BMO Financial Group (12/18/25)
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  • Registered Client Service Associate

    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 multiple ... responsibilities are listed below. Assists with the opening and maintenance of client accounts and records. Ensure completion of all paperwork for clients. Provide… more
    Comerica (12/10/25)
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  • Associate Director of Outpatient…

    Horizon Services, Inc. (Hayward, CA)
    …partnership with Lead roles in the preparation of required reports and eligibility documentation required in client charts. + Responsible for oversight and ... JOB TITLE: Associate Director of Outpatient & Prevention Program Operations...end-goal of delivering a quality product to Horizon's valued client -base. As a key member of the executive leadership… more
    Horizon Services, Inc. (12/24/25)
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  • Mental Health Associate

    Ventura County (Ventura, CA)
    Mental Health Associate Print (https://www.governmentjobs.com/careers/ventura/jobs/newprint/5116302) Apply  Mental Health Associate Salary $49,756.36 - ... supervision of a Clinic Administrator and/or program manager, the Mental Health Associate will provide services to mental health clients and their families; provide… more
    Ventura County (11/12/25)
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  • Assistant Vice President Associate Banker…

    Citigroup (Palo Alto, CA)
    …etc. + Provide complete service support to client , including solving complex client inquiries + Ensure appropriate documentation related to KYC/ AML from the ... The Associate Banker SAFE Act is a seasoned professional... client and ensure all aspects of client records and documentation are completed and… more
    Citigroup (12/26/25)
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  • Vice President Associate Banker SAFE Act

    Citigroup (Beverly Hills, CA)
    …etc. + Provide complete service support to client , including solving complex client inquiries + Ensure appropriate documentation related to KYC/ AML from the ... The Associate Banker SAFE Act is a strategic professional... client and ensure all aspects of client records and documentation are completed and… more
    Citigroup (11/18/25)
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