- 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
- Wells Fargo (Westlake Village, 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
- JPMorgan Chase (Walnut Creek, 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
- 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
- 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 ... and affordable for everyone.** We empower students with financial support and supercharge their ability to pay down their...of Client Happiness.** **As the Client Happiness Origination Associate , you will:** +… more
- Public Consulting Group (Sacramento, CA)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... Services PCG helps school districts and state agencies across the country support the delivery of health-related services by helping schools access critical Medicaid… more
- ADP (La Palma, CA)
- ADP is hiring an ** Associate Account Manager** . **This is not a sales position. This role focuses on servicing existing clients.** + _Are you ready_ _to join a_ ... will vary, as will the solutions you provide each client . There will be no shortage of new questions...against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on… 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 KPI ... the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse...needs. + Build strong relationships within BlackRock Solutions, in support of your clients + Utilize Aladdin's suite of… 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 ... employee retention and consistent growth. Responsibilities + Schedule and coordinate client meetings + Maintain and improve admin processes; update CRM regularly… more