- Zions Bancorporation (San Mateo, CA)
- …Small Business & Middle Market Excellence Awards. We are looking for a ** Part - Time Teller ( Client Service Associate )** to provide top notch customer ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...CA** **branch** . If you are passionate about being part of a community, being a team player, and… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively...will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams… more
- CIBC (San Francisco, CA)
- …visit 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 ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we...on-site and remote work) will be discussed at the time of your interview._** **How you'll succeed** + Prepare… more
- JPMorgan Chase (San Francisco, CA)
- …This is a unique opportunity to join a leading commercial real estate lender as a Client Associate on our sales team. The Commercial Term Lending (CTL) Group is ... by a strong entrepreneurial spirit and offers exceptional professional development. As a Client Associate , you will be motivated to succeed and understand that… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …boutique, fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client service ... sophisticated clients in the world. The Role The Senior Client Service Associate will own critical aspects... base of influential and sophisticated individuals. + Be part of a stable, collaborative, and low-turnover team. +… more
- ADP (La Palma, CA)
- ADP is hiring customer service professionals for their ** Associate Client Support Consultants** positions. Hybrid position, Monday thru Friday work week. + _Are ... role, you will work in a hybrid setting (work part of the week in the office, the other...You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Raymond James Financial, Inc. (San Diego, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100% Remote (Optional SF Office Access) Jennifer Fukumae is ... supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations,… more
- Wells Fargo (Palo Alto, CA)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... direct interaction and/or written correspondence + Facilitate FA and client requests for account related information and/or quotes +...employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical… more