- 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
- 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 ... Registered Private Wealth Client Associate (FP) San Francisco, California... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- Bank of America (Walnut Creek, CA)
- …results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... Wealth Management Client Associate Walnut Creek, California **To... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- Bank of America (Pasadena, CA)
- …make an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). ... Wealth Management Client Associate (FP) Pasadena, California **To... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- JPMorgan Chase (Walnut Creek, 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
- 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 (Westlake Village, CA)
- …Qualifications:** + Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management...record keeping necessary to support efforts to service and grow client relationships + When… more
- JPMorgan Chase (San Francisco, CA)
- …This is a unique opportunity to join a leading commercial real estate lender as a Client Associate on our sales team. The Commercial Term Lending (CTL) Group is ... by a strong entrepreneurial spirit and offers exceptional professional development. As a Client Associate , you will be motivated to succeed and understand that… more
- BlackRock (San Francisco, CA)
- …and user training + Work closely with the Client and Aladdin Product Managers to support client development needs + Work closely with the Client and key ... **About this role** **Aladdin Client Transformations - Front Office** **What we do**...to do with their money and the products and services they need to secure a better financial future.… more
- BlackRock (San Francisco, CA)
- … experience and reduce incident count. + Ensure timely and accurate day-to-day BAU client support , in partnership with internal teams. + Host service ... client team, the comprehensive oversight and delivery of service for clients of the Aladdin (https://www.youtube.com/watch?v=Lzn2Av6QHK4) (R) business, connecting… more