- City National Bank (Los Angeles, CA)
- …SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * Minimum ... are the primary contact person providing proactive and consultative support to resolve operations issues that may from time...client accounts and utilization of bank products and services . Works with clients to assist in operations areas.… more
- The ODP Corporation (Sylmar, CA)
- …logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a customer-centric environment, engagement with the ... Store Associate should be passionate about sales, delivering exceptional service , and driving operational excellence. The essential functions of this position… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …personalized financial guidance and exceptional service . We're looking for a Client Service Associate who thrives in a relationship-driven environment ... with each client 's financial plan. + Prepare client -facing materials and provide general administrative support ....Looking For + Bachelor's degree and 2+ years in client service (wealth management preferred) + Experience… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support ....securities market. * Minimum of 5 years of direct client services experience required * FINRA Series… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …immediate consideration and additional info. Our client is recruiting for a Junior Client Services Associate at a growing wealth management firm. This ... Maintain and improve admin processes; update CRM regularly + Support advisors and executives with day-to-day tasks + Greet...a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm ... and reporting + Coordinate wires, funding requests, and daily operations + Support client ‑run foundations and philanthropic initiatives + Track tax workflows… more
- WTW (Los Angeles, CA)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Wells Fargo (San Francisco, 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 Senior Client Associate in Wealth and Investment Management...record keeping necessary to support efforts to service and grow client relationships + Often… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …A boutique, fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client ... management for some of the most sophisticated clients in the world. The Role The Senior Client Service Associate will own critical aspects of the client … more
- WTW (Los Angeles, CA)
- …within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more