• Associate Client Advocate (ACA) - Public…

    WTW (Los Angeles, CA)
    …with other relevant online tools + Must achieve and maintain an active insurance broker 's P&C license, and complete various continuing education activities as ... **Description** The Associate Client Advocate (ACA) client-facing functions utilizing the...the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal… more
    WTW (08/15/25)
    - Related Jobs

  • Sales Support Associate

    CBRE (Sacramento, CA)
    Sales Support Associate Job ID 232693 Posted 06-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Customer Service, Sales ... - United States of America About the Role: As a CBRE Sales Support Associate , you will provide administrative support to an office or group of sales professionals.… more
    CBRE (09/04/25)
    - Related Jobs

  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Redwood City, CA)
    …investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with delivering ... and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of...offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC.… more
    JPMorgan Chase (08/30/25)
    - Related Jobs

  • Accounting Associate - Pooling

    Sedgwick (Sacramento, CA)
    …as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Accounting Associate - Pooling Are you looking for an impactful job ... entries. + Coordinates with Pool investment managers and reconciles with broker statements. + Prepares financial statements. + Assists with PowerPoint development… more
    Sedgwick (08/19/25)
    - Related Jobs

  • Sr. Client Service Associate - Wealth…

    Robert Half Finance & Accounting (Walnut Creek, CA)
    Description Client Service Associate - Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its high-touch, ... culture and commitment to long-term relationships. Position Overview The Client Service Associate will be the primary point of contact for clients, supporting a… more
    Robert Half Finance & Accounting (08/29/25)
    - Related Jobs

  • Client Service Associate

    Robert Half Finance & Accounting (Walnut Creek, CA)
    Description Client Service Associate Location: Walnut Creek, CA | In-Office Preferred (Hybrid Flex) Compensation: $70,000 - $90,000 DOE + Full Benefits + Career ... Walnut Creek that is actively seeking a Client Service Associate to support its growing client base and advisory...in client service or operations within financial services (RIA, broker -dealer, custodian, or bank) + Strong communication skills and… more
    Robert Half Finance & Accounting (08/28/25)
    - Related Jobs

  • Client Service Associate , Employee…

    HUB International (Newport Beach, CA)
    …on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of ... what matters most will be protected - through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of… more
    HUB International (08/19/25)
    - Related Jobs

  • Sr. Associate Actuary, Life Valuation

    Lincoln Financial (Sacramento, CA)
    …this opportunity. **Requisition #:** 74869 **The Role at a Glance** As a Senior Associate Actuary in Life Valuation department of the Life Chief Actuary team, you ... years of experience) *Substantial life product knowledge and general insurance business knowledge *Strong understanding of regulatory/accounting/capital frameworks (STAT/GAAP/Tax,… more
    Lincoln Financial (09/03/25)
    - Related Jobs

  • Client Manager Associate

    UNUM (Walnut Creek, CA)
    …help others, and join Team Unum today! **General Summary:** The Client Manager Associate (CMA) is in training to be responsible for proactive customer management, ... to customers + In partnership with sales rep, provide thorough customer updates, broker feedback, and other pertinent action items that impact sales effectiveness +… more
    UNUM (09/07/25)
    - Related Jobs

  • Associate , Commercial Real Estate…

    SitusAMC (Los Angeles, CA)
    …but act local - come join our team! We are looking for an Associate for our client, a multi-$billion-dollar financial services institution. In this role, you would ... specific projects * Complete site inspections and detailed market analysis, including broker interviews and discussions with property management * Ability to review… more
    SitusAMC (09/04/25)
    - Related Jobs