- TEKsystems (San Diego, CA)
- Description Seeking a Client Support Associate for a financial services organization in El Segundo or San Diego, CA. This individual will deliver world ... class customer service and handle complex and escalated issued from representatives...internally and externally. * Show an understanding of the financial services industry and our role in… more
- Bank of America (Los Angeles, 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
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking ... a dedicated and personable Client Service Associate to join... service , preferably within wealth management or financial services . + Familiarity with broker-dealer platforms;… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Qualifications: + Bachelor's degree required. + Minimum of 2 years of client service experience, preferably in financial services or wealth management. + ... firm based in Walnut Creek, CA is seeking a Client Service Associate to join...+ Collaborate with financial advisors to align services with client financial plans.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description A dynamic and values-driven financial services firm is seeking a Client Services Associate to join its team. This role is ideal for a ... exceptional client experiences. About the Role The Client Services Associate plays a...client service or operations within the financial services industry, preferably with an independent… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate -...Are you passionate about delivering exceptional client service in the financial services ... and rapidly growing investment advisory firm is seeking a Client Service Associate to join...plus + Minimum of 5 years of experience in financial services , preferably in wealth or asset… more
- Raymond James Financial, Inc. (San Diego, 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
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate Location: Walnut...+ 1-3+ years of experience in client service or operations within financial services ... is partnering with a boutique RIA in Walnut Creek that is actively seeking a Client Service Associate to support its growing client base and advisory… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Posting: Senior Client Service Associate - Multi-Family Office A prestigious and forward-thinking multi-family office headquartered in San ... Francisco is seeking a highly motivated Senior Client Service Associate to join...growing team. This firm is known for delivering bespoke financial services to ultra-high-net-worth individuals and families,… 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