- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Overview: The Client Service Associate will serve as a key liaison between clients and advisors, ensuring exceptional service and operational support. This role ... A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known for delivering… more
- Robert Half-Robert Half Corporate (Los Angeles, CA)
- **JOB REQUISITION** Client Acquisition & Expansion Vice President **LOCATION** CA PRO LOS ANGELES **JOB DESCRIPTION** The Client Acquisition & Expansion Vice ... Account Management. This individual will act as the primary liaison to launch an account and roll-out via SA...Fulfillment. This will include making in-person introductions of key client decision makers to assigned practice group points of… more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Relationship Manager Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Private-Wealth- Client -Relationship-Manager\_25020136) **Job Description:** Merrill Wealth Management is a leading… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …that values excellence, precision, and long-term relationships. The Opportunity As a Client Service Associate, you'll be a trusted liaison between clients, ... Description Client Service Associate (CSA) Mountain View, CA -...United States. Benefits are available to contract/temporary professionals, including medical , vision, dental, and life and disability insurance. Hired… more
- ADP (La Palma, CA)
- …loyalty, brings positive energy into every interaction, and has experience serving as a liaison with internal partners to ensure client needs are met.** **We ... ADP is a GREAT place to work and speak about our Associate Account Manager - Client Services roles** ADP is hiring an **Associate Account Manager** . **This is not a… more
- City National Bank (Los Angeles, CA)
- …the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts ... the Relationship Manager with minimal supervision. Is also instrumental as a liaison with other internal departments to provide the operational excellence to… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary The Client Relationship Specialist (Bilingual Korean - English) plays a critical role in supporting the bank's relationship management efforts by ... processing a variety of client 's financial transactions, ensuring accurate documentation, maintaining ...considered a plus. Key Responsibilities + Serve as a liaison between clients and internal teams to ensure timely… more
- BlackRock (San Francisco, CA)
- …knowledge to determine root cause and steps to resolve + Act as key liaison between the Aladdin Client Experience, Aladdin Client Engagement, ... The person will be a member of the Product Expert team within Aladdin Client Experience, focusing on one of the product areas listed above, and partnering closely… more
- Wells Fargo (Beverly Hills, CA)
- …and maintain filing and record keeping necessary to support efforts to service and grow client relationships + Acts as the liaison for all referral sources by ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas… more
- Wells Fargo (Los Angeles, CA)
- …service and grow client relationships + When applicable, acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to ... **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 the… more