- Bank of America (San Jose, CA)
- …a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA ... WMCA - ADP. This job is responsible for providing client service support to multiple...support functions aligned to the role of the Client Associate or Wealth Management Client… 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 ... Position Responsibilities: This position holds responsibilities in 4 primary categories: Sales Support , Compliance, Customer Service , and Teamwork. Some of the… more
- Wells Fargo (Irvine, CA)
- …qualifications:** + Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with ... this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management...record keeping necessary to support efforts to service and grow client relationships + Act… more
- HUB International (Encino, CA)
- … service for Entertainment clients (small business) by maintaining client relationships, supporting client retention, maintaining strong carrier relationships ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to… more
- WTW (Los Angeles, CA)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at **wtwco.com** . **Description** The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Bank of America (San Francisco, CA)
- …results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... Private Wealth Client Associate San Francisco, California **To... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- JPMorgan Chase (Palo Alto, CA)
- …mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial ... Unlock your potential as a Client Associate at JP Morgan Advisors,...to a team that values strong relationships and exceptional client service will directly impact our clients'… more
- Wells Fargo (San Diego County, CA)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment...record keeping necessary to support efforts to service and grow client relationships + Act… more
- JPMorgan Chase (Torrance, CA)
- …Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private Client ... preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… more
- Citizens (San Francisco, CA)
- … Associate on this team, you will play a pivotal role in delivering exceptional client service and support within the wealth management space. You will ... Client Relationship Managers to ensure a seamless client experience and provide administrative and operational support...+ Bachelor's degree in finance or similar + Previous client service and administrative experience within Wealth… more
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