- Raymond James Financial, Inc. (Walnut Creek, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... prospecting for new clients. + Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. + Creates… more
- Wells Fargo (Irvine, CA)
- **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 ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- Veritext Legal Solutions (Los Angeles, CA)
- …with exceptional service is the foundation of our business. In Technical Client Services, you will provide high-level, reliable support for case managers, sales ... *This position will be filled at the Representative or Associate , depending on experience. What you'll get to do:...(ie + Support team, Account Executive / Sales Dept., Client Services) to ensure prompt and accurate resolution +… more
- Raymond James Financial, Inc. (Rolling Hills Estates, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms… more
- Wells Fargo (Los Angeles, 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 ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | RIA | San Francisco | Hybrid | $80-100k ... + Maintain and update CRM records, contributing to quarter-end reporting + Ensure precise execution of client ...quarter-end reporting + Ensure precise execution of client service protocols For fastest consideration, reach out to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity to join a firm that ... + Collaborative culture: You'll partner closely with leadership, investment teams, client advisors, and outside professionals. + Smart, modern, tech-forward: The… more
- JPMorgan Chase (San Francisco, CA)
- …opening of new satellite Client Centers. **Job responsibilities** + Manage Client Center reservation books, including reporting and metrics + Oversee daily ... The JP Morgan Private Bank Client Center Team leads the operation of the firm's Client Centers around the world. Our Client Centers allow our banking teams… more
- BlackRock (San Francisco, CA)
- …needed. + Integrate CMS clients with the BlackRock technology stack to deliver client reporting and marketing support. + Build strong relationships with sales, ... will require a strong combination of leadership, investment, and client interpersonal skills. **As a CMS Client ...and client interpersonal skills. **As a CMS Client PM, you will be encouraged to:** **Support clients… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist - Wealth Management $80-90K + Bonus + 6% 401(k) Match | San Francisco (Hybrid) Jennifer Fukumae with Robert Half Finance & ... is partnering with a long-established, boutique wealth management firm to hire a Client Service Specialist. This team supports ~700 client families with highly… more