- CIBC (San Francisco, CA)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions required ... also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable...investments + Experience in personal tax, financial planning or investment management + Strong client service commitment… more
- Aristotle Capital Management (Newport Beach, CA)
- …of relevant financial services work experience: required. + Experience in investment management or client service /sales support within the financial ... success. We are currently seeking an Inside Sales Senior Associate to join our team. This individual will work...Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services , LLC, are affiliated organizations. Each… more
- Wellington (San Francisco, CA)
- …US region, developing and maintaining deep relationships with clients, prospects and investment consultants, ensuring the highest levels of service . The ideal ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Raymond James Financial, Inc. (San Diego, CA)
- …Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- BlackRock (San Francisco, CA)
- …the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. That's why investors of all ... core of BlackRock. Aladdin(R) is an operating system for investment managers that seek to connect the information, people,...looking for a candidate to join us in the Associate /VP role within the team's Front Office practice. **Your… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... Experience** * High School Diploma or equivalent and five (5) years of financial services industry service experience. * OR ~ * An equivalent combination of… more
- City National Bank (Los Angeles, CA)
- *CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, option, ... clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. WHAT WILL YOU DO? *… more
- PNC (Los Angeles, CA)
- …Asset Management Group (AMG) is comprised of Institutional Asset Management, our Investment Office, and PNC Private Bank.AMG works with individual, nonprofit, and ... assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Senior Client Service Associate - SF! Location: San Francisco; Hybrid Salary: $100-130k + ... individuals and families. This firm delivers a comprehensive range of services , including investment advisory, retirement planning, lending strategies, and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… more