• Client Service Associate

    Robert Half Finance & Accounting (Mountain View, CA)
    …exceptional investment performance and continued client trust . The Role: The Client Service Associate will play a vital role in delivering a ... now and connect with Jennifer Fukumae on LinkedIn for faster consideration. Client Service Associate (CSA) Location: Mountain View, CA (Onsite 4x/week, 5… more
    Robert Half Finance & Accounting (07/22/25)
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  • Corporate Trust Sr. Associate…

    UMB Bank (Sacramento, CA)
    …not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate ... experience. This role is responsible for administrative support to existing corporate trust clients, responding to client inquiries, and providing overall… more
    UMB Bank (07/03/25)
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  • Senior Client Service…

    CIBC (San Francisco, CA)
    …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 complex ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...are** + Bachelor's degree and/or 3-10 years' experience in trust and account administration and/or investments + Experience in… more
    CIBC (07/29/25)
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  • Client Service Associate

    Robert Half Finance & Accounting (Walnut Creek, CA)
    …the quality of our work. The Opportunity They are looking for a proactive and detail-oriented Client Service Associate to join our growing team. This role is ... philosophy, emphasizing trust , long-term relationships, and exceptional service . The company's client base is stable...+ Bachelor's degree + 2+ years of experience in client service , preferably in financial services or… more
    Robert Half Finance & Accounting (08/04/25)
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  • Customer Service Rep/ Associate…

    ADP (La Palma, CA)
    ADP is hiring customer service professionals for their ** Associate Client Support Consultants** positions. Hybrid position, Monday thru Friday work week. + ... technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your...have a way with clients that builds rapport, establishes trust , and shines with professionalism. Over the phone and… more
    ADP (05/29/25)
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  • Client Service Associate…

    City National Bank (Los Angeles, CA)
    * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... WILL YOU DO? * Provide support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client... Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities… more
    City National Bank (05/17/25)
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  • Associate Client Advocate…

    WTW (Los Angeles, CA)
    …within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
    WTW (07/03/25)
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  • Associate Client Advocate

    WTW (Los Angeles, CA)
    …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
    WTW (06/24/25)
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  • Private Wealth Client Associate

    Bank of America (Los Angeles, CA)
    Private Wealth Client Associate Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
    Bank of America (08/02/25)
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  • Wealth Management Client Associate

    Bank of America (Walnut Creek, CA)
    Wealth Management Client Associate Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
    Bank of America (07/31/25)
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