• Client Service Associate

    Robert Half Finance & Accounting (Mountain View, CA)
    …Apply now and connect with Jennifer Fukumae on LinkedIn for faster consideration. Client Service Associate (CSA) Location: Mountain View, CA (Onsite 4x/week, 5 ... and continued client trust. The Role: The Client Service Associate will play a vital... client needs + Maintain accurate and up-to-date client records and documentation + Proactively identify… more
    Robert Half Finance & Accounting (07/22/25)
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  • Registered Client Service Associate

    Raymond James Financial, Inc. (San Diego, CA)
    …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and… more
    Raymond James Financial, Inc. (07/03/25)
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  • Registered Client Service Associate

    Raymond James Financial, Inc. (San Francisco, CA)
    …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... using internal databases and other technologies. * Ensures key client information and documentation is current with firm and industry requirements, rules and… more
    Raymond James Financial, Inc. (06/03/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Walnut Creek, 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 (07/18/25)
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  • Client Associate

    Raymond James Financial, Inc. (Newport Beach, CA)
    …As a team, we are united by our North Star: helping people. We are seeking a Client Service Associate with shared values and vision to join our team. The ideal ... process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing. Follow up… more
    Raymond James Financial, Inc. (06/13/25)
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  • Client Relations Associate

    Robert Half Office Team (San Marcos, CA)
    Description A growing business consulting firm is seeking a motivated and personable Client Relations Associate to join their team in North County San Diego. ... for clients, helping to build strong relationships and ensure a smooth client experience from onboarding to ongoing support. Key Responsibilities: + Assist with… more
    Robert Half Office Team (07/18/25)
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  • Treasury Sales Analyst/ Associate

    Bank of America (Los Angeles, CA)
    Treasury Sales Analyst/ Associate Los Angeles, California;San Francisco, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Treasury-Sales-Analyst- Associate \_25030668-2) **Job Description:** At Bank of America, each day… more
    Bank of America (07/22/25)
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  • Associate Project Lead, Pre-Production

    Catalent Pharma Solutions (San Diego, CA)
    ** Associate Project Lead, Pre-production** **Position Summary:** Catalent, Inc. is a leading global contract development and manufacturing organization (CDMO) whose ... the pharmaceutical and biotechnology industries. We focus on bringing client drug compounds from discovery to the clinic with...Pharma Solutions is San Diego, CA is hiring an Associate Project Lead (PL) that will support pre-production teams… more
    Catalent Pharma Solutions (07/09/25)
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  • UHNW Associate Banker VP

    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 (07/24/25)
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  • VP, Associate Banker - Citi Private Bank

    Citigroup (Costa Mesa, 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 (05/08/25)
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