- Raymond James Financial, Inc. (San Diego, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. + Use mathematics… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …delivering personalized financial guidance and exceptional service. We're looking for a Client Service Associate who thrives in a relationship-driven environment ... with over 15 years of advisory experience and a client base built almost entirely on referrals. We're a...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered ... high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …building trusted relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and mission-focused ... opportunity to be part of a company that prioritizes client well-being, simplifies the complex, and strives to make...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes ... team in delivering a best-in-class service model to an exclusive client base. The ideal candidate will be entrepreneurial, growth-minded, experienced, curious,… more
- JPMorgan Chase (Oakland, CA)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with ... delivering exceptional client service, operational marketing, and administrative support to our...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …about delivering exceptional client service in a people-first environment? As a Client Service Associate , you'll be the primary point of contact for a ... management with operational expertise. You'll support financial advisors, manage client requests, and ensure smooth execution of account-related tasks-all while… 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 is a ... San Mateo County with a Hybrid schedule. The firm provides tailored financial solutions to professionals, business owners, and families-and offers a strong mix of… more
- Navient (San Francisco, CA)
- …our mission, read more below, and let's build something great together! **The Client Happiness Origination Associate position will report to the Senior Manager ... of Client Happiness.** **As the Client Happiness Origination Associate , you will:** +...Speed is our competitive advantage. Our customers need better solutions , and the faster we execute, the greater our… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time ... and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more