- 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...family offices, and allied professionals + Assist with KYC documentation , custodial paperwork, and entity setup Why Join This… more
- Robert Half Finance & Accounting (San Jose, CA)
- …client meetings with performance reports and investment data + Maintain accurate client documentation and compliance records + Monitor client ... Description Client Service Associate Location: San Jose,...promptly + Track client scheduling and meeting documentation + Reconcile client portfolio accounts with… more
- Public Consulting Group (Sacramento, CA)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the ... Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is...staff, and other internal stakeholders to ensure a seamless client experience. + Maintain shared internal documentation … more
- Citizens (San Diego, CA)
- …Bank. This position is based in our San Diego office . The Private Bank Client Service Associate assists clients with the loan application process and services ... about Initial Loan Estimate. + Working closely with the Lending Specialist/ Client Relations Manager to obtain additional needed documentation . + Working… more
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Senior Wealth Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... planning such as spreadsheet preparation and analysis, completion and entry of client discovery documentation in appropriate planning systems. + Research and… more
- CIBC (San Francisco, CA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we...+ Research and analyze fees + Complete and provide documentation for Annual Review Suite + Initiate contact with… more
- 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
- JPMorgan Chase (Diamond Bar, 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
- 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%… more
- 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