- WTW (San Francisco, CA)
- …clients by supporting new business efforts. The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, ... unlock potential. Learn more at **wtwco.com** . **Description** The Associate Client Advocate (ACA) client -facing...needs. The ACA has a strong connection to the client 's business with a fundamental understanding of… 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 ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- JPMorgan Chase (San Francisco, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- JPMorgan Chase (Diamond Bar, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements.… more
- Evolent (Sacramento, CA)
- … business , analytics, product, and operational leaders to deliver client -specific insights and drive data-informed decision-making. Our team serves as strategic ... the impact of our specialty programs and administrative platform. Role Overview The Associate Director role on Client Analytics will support both internal teams… more
- BlackRock (San Francisco, CA)
- …towards our CX mission via research and competitive insights, analytics, marketing, business and change management **Team Overview** **The Client Experience ... is to make it easier for clients to do business with BlackRock, making service so simple it becomes...deal team meetings as needed + Participate in projects/initiatives ( regulatory , platform and/or client ) to the extent… more
- M&T Bank (Los Angeles, CA)
- **Overview:** **Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and ... Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the ...daily interactions with clients, Wealth Management team, and internal business partners, to contribute to the retention and expansion… more
- PNC (Fremont, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's retail organization, you will be based in ... service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. + Supports customer loyalty and helps to grow customer… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... responsibilities are listed below. Assists with the opening and maintenance of client accounts and records. Ensure completion of all paperwork for clients. Provide… more
- City National Bank (Los Angeles, CA)
- … RELATIONS ANALYST* WHAT IS THE OPPORTUNITY? Responsible for working with Associate Director ("AD") to coordinate end-to-end regulatory activity within CNB ... units, along with the Governance Risk & Control Program Office ("GRC"), to prepare business units for exams and other regulatory activity. Will be responsible… more