- Robert Half Finance & Accounting (San Francisco, CA)
- …and explore how this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior Client ... wealth management team serving ultra-high-net-worth clients. This position blends client relationship management, strategic planning support, and leadership… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …JC del Rosario - I'd love to connect and explore this opportunity with you! Senior Client Associate About the Role We're seeking a Senior Client Associate ... top-tier wealth management team serving ultra-high-net-worth clients. This role blends client relationship management, strategic planning support, and leadership… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Senior Client Associate About the Role We're seeking a Senior Client Associate ... wealth management team serving ultra-high-net-worth clients. This role combines client relationship management, strategic planning support, and leadership… more
- Vanguard (Scottsdale, AZ)
- …margin trading, options, and fixed income instruments. + Strong interpersonal and client relationship management skills. + Customer-facing and/or inbound phone ... give them the best chance for investment success." As a Client Representative, Senior Associate within our Brokerage & Investments Center of Excellence (COE),… more
- FREEMAN (Dallas, TX)
- …as well as new technologies to deliver moments that matter. **Summary** The Associate Client Solutions Manager - Show Organizer Event Logistics is responsible ... * Quotes prices and manages budgets * Partners with Business Development and Client Relationship teams to renew client business * Translates client … more
- Zions Bancorporation (San Diego, CA)
- … Client Satisfaction" in Small Business & Middle Market Excellence Awards. The ** Client Service Associate Lead** leads the daily activities of client ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the best… more
- Navient (San Francisco, CA)
- …our mission, read more below, and let's build something great together! **The** ** Client Happiness Associate , Conversion & Sales** **will report into the ... Origination Leadership team** **.** **As the** ** Client Happiness Associate , Support & Sales,** **you...of relevant sales and or customer success experience in relationship or consultative sales. + Strong communication and interpersonal… more
- S&P Global (Raleigh, NC)
- …Impact:** We are seeking a Product Consultant to join our dynamic and global Client Engagement team. Client Engagement is a critical function within the ... business, responsible for managing all non-commercial aspects of client relationships. The team ensures a successful customer journey by driving adoption, retention… more
- JPMorgan Chase (Springfield, IL)
- …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...management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of high-net-worth ... high-net-worth clients and prospects. You'll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.… more