- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate - Part Time Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client … more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/Wealth-Management- Client - Associate \_25019098) **Job Description:** Merrill Wealth Management is… more
- ADP (La Palma, CA)
- ADP is hiring customer service professionals for their ** Associate Client Support Consultants** positions. Hybrid position, Monday thru Friday work week. + _Are ... multiple business units and teams for troubleshooting and delivering a seamless client experience . **Learn.** You will continually upgrade your knowledge and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience + Review and finalize investment reports and performance ... Description Senior Client Service Associate $90,000-$110,000 base +... service (RIA, family office, private bank, etc.) + Experience navigating complex client needs with maturity,… more
- ADP (La Palma, CA)
- ADP is hiring an ** Associate Account Manager** . **This is not a sales position. This role focuses on servicing existing clients.** + _Are you ready_ _to join a_ ... will vary, as will the solutions you provide each client . There will be no shortage of new questions...loyalty, brings positive energy into every interaction, and has experience serving as a liaison with internal partners to… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …immediate consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, client -focused Registered Investment ... of a collaborative, high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low turnover, and excellent… more
- Wells Fargo (Beverly Hills, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... for review when applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience , or equivalent demonstrated through one or a… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Join a people-first, high-touch wealth management firm with over 15 years of advisory experience and a client base built almost entirely on referrals. We're a ... financial guidance and exceptional service. We're looking for a Client Service Associate who thrives in a...Looking For + Bachelor's degree and 2+ years in client service (wealth management preferred) + Experience … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in this environment. Key Responsibilities + Own the end-to-end client experience across onboarding, investment subscriptions/redemptions, money movements, ... Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing...love to connect! Requirements Qualifications + 3-5+ years of experience in client service within a family… more
- Navient (San Francisco, CA)
- …our mission, read more below, and let's build something great together! **The Client Happiness Origination Associate position will report to the Senior Manager ... of Client Happiness.** **As the Client Happiness Origination Associate , you will:** +...2-3 years of relevant sales and or customer success experience in relationship or consultative sales + Strong communication… more