- 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 ... forwarding to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek… more
- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more ... 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Senior Client Service Associate - SF! Location: San Francisco; Hybrid ... value professional excellence, continuous learning, and leveraging technology to enhance the client experience . Responsibilities: + Act as the primary point of… 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 ... prior experience , you anticipate and proactively seek resolutions to client and business-related issues + Demonstrate seasoned judgment by handling complex… more
- JPMorgan Chase (San Francisco, CA)
- …continuously enhancing the client experience . As a Commercial Real Estate Client Associate within the Commercial Term Lending team, you will have the ... join a leading commercial real estate lender as a Client Associate on our sales team. The...role requires a minimum of 2 years of professional experience within a commercial real estate firm or other… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS*...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 ... support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for retirement… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. ... world's most sophisticated clients. Responsibilities + Oversee the full client experience : onboarding, subscriptions/redemptions, money movement, and reporting… more
- JPMorgan Chase (Palo Alto, 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
- AMA Group (El Segundo, CA)
- **Description** **Title:** Senior Associate (Design Project Manager) **Trade:** Electrical **Level:** 10-12 **Reports To:** Group Leader **Position Overview:** ... AMA Group is looking for an Electrical Senior Associate , Project Manager who will be...client -facing and communication skills (verbal and written), with experience presenting (you will often be required to present… more
- WTW (San Francisco, CA)
- **Description** In this challenging role as a Pension Outsourcing Benefits Senior Associate , you will contribute as part of a team to the entire range of ... mentoring and developing junior staff + Demonstrated success in managing client issues and relationships with some experience in growing relationships… more