- Robert Half Accountemps (San Mateo, CA)
- Description Capital Management Firm in San Mateo is looking for a Client Service Associate ! As a Client Service Associate , you will be a crucial ... client experience. You will play a vital role in supporting the firm's client service initiatives and contributing to the overall success of our client … more
- CIBC (San Francisco, CA)
- …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. **How you'll succeed** + Prepare and… more
- Robert Half Accountemps (San Mateo, CA)
- …to you! Our fast-paced financial firm in (San Mateo, CA) is seeking to add a Client Service Associate to our team! The ideal candidate for this role will be ... Description Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing… 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
- 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 Ramon, CA)
- …accuracy and timeliness Requirements Qualifications: + 2+ years of experience as a Client Service Associate (from RIA, Wealth Management, or Banking) ... Description Our client is a well-established fiduciary investment advisory firm...long-term strategies, they tailor financial solutions to meet each client 's unique needs while maintaining a strong commitment to… more
- Comerica (Costa Mesa, CA)
- Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Robert Half Finance & Accounting (San Jose, CA)
- …and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Role: Client Service Associate in Silicon Valley for top RIA firm! ... expanded by $400 million in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Client Service Associate at a Wealth Management Firm. This is a ... and a supportive, team-oriented environment. Responsibilities: + Providing excellent service to clients. + Helping out in client... service to clients. + Helping out in client meetings. + Keeping up-to-date with client … more
- Nuveen Investments (Los Angeles, CA)
- Client Service Associate will partner closely with teams in product, distribution, operations, technology, shareholder services and others (including 3rd ... Sedentary Work **Career Level** 5IC **Preferred Experience** + 3+ years of Client Service Experience + 3+ years of experience in the Asset Management Industry… more
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