- 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 ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (San Diego, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Title: Senior Client Service Associate Location: San Francisco, CA (Hybrid) Salary: $100,000 - $130,000 + Bonus Jennifer Fukumae with Robert ... personal touch. What You'll Be Doing: + Be the go-to contact for client service requests-making sure everything runs smoothly and promptly + Work closely with… more
- Raymond James Financial, Inc. (Pasadena, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Senior Client Service Associate - SF! Location: San Francisco; Hybrid Salary: ... and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely with… more
- Citigroup (Hermosa Beach, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- 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, ... Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 and… more
- HUB International (Los Angeles, CA)
- …supervision + Positive attitude toward client relations to provide exceptional, proactive client service + Ability to interact with people across all levels ... our current clients and onboarding new clients through providing professional, courteous service to our clients, business partners, and HUB colleagues. + Responsible… more
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * ... the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts… more
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