- Bank of America (San Francisco, CA)
- …appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...partners closely with advisor teams to deliver a branded client service model focusing on digital solutions… 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 ... 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 … more
- Robert Half Office Team (San Diego, CA)
- …Qualifications + 1+ year of experience in customer service , client services , or administrative support (insurance or financial services preferred) + ... client , a well-established insurance organization, is seeking a Client Services Associate to support...+ Coordinate with producers, underwriters, and carriers to resolve client needs + Track service requests and… more
- Raymond James Financial, Inc. (Rolling Hills Estates, CA)
- … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...while accommodating given priorities + Use of CRM and/or financial services platform for advisory business +… more
- Bank of America (Sacramento, CA)
- …passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an ... Advisor Development Program Client Associate Sacramento, California **To proceed...at Merrill. This progression role is responsible for providing client service support to Financial … more
- Zions Bancorporation (San Diego, CA)
- …"Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. The ** Client Service Associate Lead** leads the daily activities of ... employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its...client service associates (tellers) in **La Jolla, CA** . If… 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 | ... financial planning, lending strategies, and tailored family office services , all while building lasting client relationships...Michelle is a Permanent Placement Recruiter at Robert Half Financial Services . Happy to connect even if… 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)
- …today and share your resume via LinkedIn with JC del Rosario - I'd love to connect! Client Service Associate About the Role We're looking for a Client ... senior executives and professionals. In this role, you'll deliver exceptional client service and operational support, including account administration,… more