- Robert Half Finance & Accounting (Mountain View, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered Investment ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… more
- City National Bank (Beverly Hills, CA)
- …Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services * Transition / set up new client accounts* ... when necessary* Assist the Portfolio Management team in solving client and advisor issues as it relates...applications and technology used in the portfolio management and client service operations processes* Respond to compliance… more
- Navy Federal Credit Union (San Diego, CA)
- …of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal Investment ... Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video… more
- APTIM (San Diego, CA)
- … client projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ... part of APTIM's broader initiative to expand its consultancy services in EHS, Sustainability, and Environmental Social Governance (ESG)...ESG-focused service offerings. **Key Responsibilities/Accountabilities:** + Lead and support APTIM's… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial advisor and… more
- IBM (San Francisco, CA)
- …Market Knowledge: Expertise in the Data & AI market to quickly become a trusted client advisor . IBM is committed to creating a diverse environment and is proud ... to work that will compel our clients to invest in IBM's products and services . **Your role and responsibilities** As a Brand Technical Specialist (BTS) for AI/MLOps… more
- IBM (San Francisco, CA)
- …Market Knowledge: Expertise in the Data & AI market to quickly become a trusted client advisor . IBM is committed to creating a diverse environment and is proud ... to work that will compel our clients to invest in IBM's products and services . **Your role and responsibilities** As a Brand Technical Specialist (BTS) for Data… more
- BMO Financial Group (San Francisco, CA)
- …+ Uses a consultative sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of contact. + Proactively works ... Bilingual in English and Cantonese Language is preferred **_The mission of Premier Services is to help mass affluent clientele make real financial progress by… more
- City National Bank (Los Angeles, CA)
- …of real time risk, reporting, and escalation* High Profile and High Net Worth Client and Advisor service * Data driven approach to safety, soundness, ... *BIS - FINANCIAL SERVICES OPERATIONS ANALYST* WHAT IS THE OPPORTUNITY? The...roles will include, but not limited to: Trading and service support for Investment Management advisors and clients covering… more
- IBM (Irvine, CA)
- …Business Partners Storage Market Expertise: Storage market knowledge to be a trusted client advisor (training on IBM's Storage offerings is provided). IBM is ... compel our clients to invest in IBM's products and services . **Your role and responsibilities** As a Brand Sales...and clients to thrive. A typical day may involve: * Client Management & Value Communication: Managing clients and effectively… more