- PNC (Jackson, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail organization, you will be ... in this position. **Preferred Skills** Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying… more
- BlackRock (San Francisco, CA)
- …business. The person will be a member of the Product Expert team within Aladdin Client Experience , focusing on one of the product areas listed above, and ... steps to resolve + Act as key liaison between the Aladdin Client Experience , Aladdin Client Engagement, Implementations, Product Marketing, Engineering, and… more
- Wells Fargo (Palo Alto, CA)
- …for completeness and forwarding to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and ... **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more… more
- WTW (Los Angeles, CA)
- …business performance. Together, we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing functions utilizing the ... Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client... Client Advocate is to provide an exceptional client experience , with a primary focus on… more
- WTW (Los Angeles, CA)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client... Client Advocate is to provide an exceptional client experience , with a primary focus on… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …professional excellence and continuous learning. Technology is leveraged to enhance the client experience , and the team thrives in a supportive, high-performance ... Description Job Opportunity: Senior Client Service Associate - Multi-Family Office...members, and contribute to firm-wide initiatives that elevate the client experience . Key Responsibilities + Serve as… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate - Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its high-touch, ... client base and over 15 years of advisory experience , the team is known for its people-first culture...culture and commitment to long-term relationships. Position Overview The Client Service Associate will be the primary… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …professional excellence, continuous learning, and the use of technology to enhance the client experience . The team is composed of dedicated professionals who ... Description Job Posting: Senior Client Service Associate - Multi-Family Office A...Requirements Qualifications + Bachelor's degree required; 6-8+ years of experience in client -facing roles within wealth management,… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …serve as a key liaison between clients and advisors, ensuring a seamless and exceptional client experience . This role is ideal for someone who thrives in a ... Description Job Posting: Client Service Associate - Wealth Management...Qualifications + Bachelor's degree required. + 2+ years of experience in client service, preferably within wealth… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …account maintenance, and ongoing service requests, while ensuring a seamless client experience . You'll collaborate with advisors, custodians, and operations ... Description Client Service Associate Location: Walnut Creek,...mentorship and training Requirements Qualifications + 1-3+ years of experience in client service or operations within… more