- BMO Financial Group (San Ramon, CA)
- …strategies with P&L (profit and loss) accountability to effectively sell, fulfill, and service new and existing individual or portfolio of loan products and improve ... the customer and dealer experience. Carries out market research, forecasting, pricing, and...analysis, and competitive intelligence to develop strategy to meet financial and growth plans. + Develops strategic roadmap and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …2 years of client service experience, preferably in financial services or wealth management. + Familiarity with broker- dealer platforms; experience with ... based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm...rollover requests. + Respond promptly to client inquiries regarding financial products and services . + Support client… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …of experience in client service , preferably within wealth management or financial services . + Familiarity with broker- dealer platforms; experience with ... + Respond promptly to client inquiries and provide support across a range of financial services . + Facilitate smooth onboarding for new clients and maintain… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …years of experience in a client service or operations role within a financial services firm (RIA, broker- dealer , custodian, or bank) + Strong ... Description Client Service Associate Walnut Creek, CA | In-Office Preferred...in Walnut Creek that is actively hiring a Client Service Associate to support their growing client base and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …a newly formed team with a proven track record, committed to delivering personalized financial guidance and exceptional service . We're looking for a Client ... pending client needs. + Collaborate with advisors to align service with each client's financial plan. +...For + Bachelor's degree and 2+ years in client service (wealth management preferred) + Experience with broker- dealer… more
- JPMorgan Chase (Los Angeles, CA)
- …collaboratively with an integrated client service team to provide comprehensive financial planning services . Your role will involve using JP Morgan's ... service team to provide clients with a detailed financial plan. Utilizing JP Morgan's proprietary Wealth Plan software,...and skills** + Five plus years of experience in financial services including, but not limited to,… more
- Navy Federal Credit Union (San Diego, CA)
- Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or ... products and services . Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered… more
- JPMorgan Chase (Oakland, CA)
- …Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- TEKsystems (San Diego, CA)
- Description Seeking a Client Support Associate for a financial services organization in El Segundo or San Diego, CA. This individual will deliver world class ... customer service and handle complex and escalated issued from representatives...internally and externally. * Show an understanding of the financial services industry and our role in… more
- City National Bank (Los Angeles, CA)
- …required * Minimum of 10 years of experience at a major law firm ( financial services or investment management practice), in-house legal department of a ... financial institution or advisory firm, and/or financial services regulatory agency or commensurate experience * Minimum of 10 years of experience supporting… more