- Robert Half Finance & Accounting (San Jose, CA)
- …today and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate - Wealth Management We're looking for a motivated ... Client Service Associate to join a well‑established, rapidly growing investment advisory firm. This role is an excellent opportunity to build deeper expertise… more
- Robert Half Finance & Accounting (San Jose, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate - Wealth Management We're seeking a motivated Client ... role offers a unique opportunity to deepen your expertise in portfolio operations, client service , and investment technology while working alongside a highly… more
- Raymond James Financial, Inc. (Rolling Hills Estates, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- HUB International (Diamond Bar, CA)
- …and support our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service ... team to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of ... follow-up with custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth management firm. +… 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 | Multi Family Office | San Francisco | ... lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of… more
- HUB International (Los Angeles, CA)
- …customer's needs and provide them with innovative insurance solutions. The Personal Lines Client Service Associate is responsible for providing exceptional ... a generous 401k plan and more! **POSITION SUMMARY:** Our service professionals play a vital role in supporting our...EPIC as per established process and procedures (ie adding client shell, billing inquiries, etc.). + Performs other duties… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and see whether this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior Client ... Key Responsibilities + Serve as the primary point of contact for client service needs, ensuring prompt and accurate execution. + Partner with senior leadership… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and explore whether this role could be the ideal next step in your career. Senior Client Associate About the Role We're seeking a Senior Client Associate ... Key Responsibilities + Serve as the primary point of contact for client service needs, ensuring timely and accurate execution + Partner with senior leadership… 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 ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more