- Raymond James Financial, Inc. (Walnut Creek, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
- 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 ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
- Robert Half Finance & Accounting (Mountain View, CA)
- … instructions) + Monitor daily custodian alerts and follow up as needed + Support client onboarding, account setup, and CRM updates + Help coordinate meetings ... info. Our client is recruiting for a Client Service Associate at a growing, ...contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors… more
- Navient (San Francisco, CA)
- …our mission, read more below, and let's build something great together! **The Client Happiness Servicing Associate position will report to the Servicing Manager, ... and affordable for everyone.** We empower students with financial support and supercharge their ability to pay down their... Client Happiness.** **As the Client Happiness Servicing Associate , you will:** +… 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,...orders, fixed income trades and private investments + Provide support across a diverse suite of products and applications… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Manage ongoing account maintenance including money movements, distributions, and alerts. + Support client onboarding and education, including online access and ... building trusted relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and mission-focused… more
- JPMorgan Chase (San Francisco, CA)
- …to offer 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 Private Client Advisors. Your role will encompass the… more
- Wells Fargo (San Jose, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience… 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 ... external service providers and internal teams to ensure seamless execution. + Support philanthropic operations for client -run foundations. + Review and approve… 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 ... and precision. This role blends relationship management with operational expertise. You'll support financial advisors, manage client requests, and ensure smooth… more