- Robert Half Finance & Accounting (San Mateo, CA)
- …A well-established, privately-owned investment management firm is seeking a full-time Marketing & Client Service Associate to join its collaborative and ... markets, the firm manages a multi-billion dollar portfolio across a diverse client base, including financial intermediaries and institutional investors. This is a… 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 ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… 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 ... + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs and recommend… 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 ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- CBRE (Los Angeles, CA)
- SPQREA - Senior Associate Broker Job ID 223915 Posted 20-Jun-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage ... America **About the Role:** As a CBRE SPQREA - Sr . Associate , you will be responsible for...relationship building, and selling additional services to the current client base. + Provide clients with pertinent information on… 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...to small, providing technical leadership. This position will be client interfacing and responsible for all facets of product… 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 ... and proven ability to diagnose and resolve issues; strong client service orientation + Proficient in Microsoft...Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified… more
- Grant Thornton (San Francisco, CA)
- As a Process Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills… more
- WTW (Irvine, CA)
- **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of ... disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure… more
- Aristotle Capital Management (Newport Beach, CA)
- …management and client success. We are currently seeking an Inside Sales Senior Associate to join our team. This individual will work in conjunction ... with senior client facing sales professionals to help...to inbound calls and emails as well as other client service requests. Organization, professionalism and the… more