- JPMorgan Chase (Palo Alto, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... for review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience , or equivalent demonstrated through one or a combination of the… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …building trusted relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and mission-focused ... Finance, Accounting, Economics, or related field. + 3+ years of experience in client service or operations within the financial services industry. + Familiarity… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered ... 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
- Public Consulting Group (Sacramento, CA)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... is a member of a family of companies with experience in all 50 states, and clients in three...health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the… more
- JPMorgan Chase (Oakland, 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...package including base salary determined based on the role, experience , skill set and location. Those in eligible roles… more
- BlackRock (San Francisco, CA)
- …Collaborate across BlackRock's client -facing teams to ensure a cohesive and solutions-oriented client experience . + Respond to RFPs and other client ... **About this role** **Role Title: Transition Strategist, Transition Client Solutions** Location: San Francisco or New York BlackRock is a world-class provider of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time ... info and immediate consideration. Requirements + Bachelor's degree with 2+ years in client -facing roles (family office or wealth management experience ONLY) +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …immediate consideration and additional info. Our client is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a ... employee retention and consistent growth. Responsibilities + Schedule and coordinate client meetings + Maintain and improve admin processes; update CRM regularly… more
- HUB International (Newport Beach, CA)
- …and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier ... needs. Serves as day to day contact and provides resolution for client questions and issues. Essential Duties and Responsibilities: Essential Duties and… more