- Public Consulting Group (Sacramento, CA)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... agencies to improve lives. Founded in 1986, PCG employs approximately 2 ,000 professionals throughout the US-all committed to delivering solutions that change… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate -...to connect! Requirements Qualifications Required + Bachelor's degree. + 2 + years of client service ... Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its high-touch, relationship-driven team. Located in Walnut… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …year-demonstrating exceptional investment performance and continued client trust. The Role: The Client Service Associate will play a vital role in ... 2 billion in assets under management and a client base of approximately 250 high-net-worth individuals and families....Ideal Candidate: + 3+ years of experience in a client service or operations role within an… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Boutique RIA. This is a full-time permanent ... or email for additional info and immediate consideration. Requirements + 2 + years of client service experience, preferably in wealth management + Familiarity… more
- BlackRock (San Francisco, CA)
- …and the enhancement of the client experience. **Role Responsibility** In the role of Client Service Officer (CSO) you will be a dedicated member of the ... and onboarding teams bringing new business onto our platform, 2 . **Wealth** , differentiated capability for both Whole Portfolio...best of BlackRock to clients and provide a differentiated client experience. ** Client Service Officer… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time ... info and immediate consideration. Requirements + Bachelor's degree with 2 + years in client -facing roles (family office or wealth management experience ONLY) +… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- HUB International (Encino, CA)
- … service for Entertainment clients (small business) by maintaining client relationships, supporting client retention, maintaining strong carrier relationships ... needs. Serves as day-to-day contact and provides resolution for client questions and issues. + Assists with the entire...journey to a better tomorrow. Department Account Management & Service Required Experience: 2 -5 years of relevant… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management to support The Olin Group of Wells Fargo Advisors. Learn more ... appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account...to management for review when applicable **Required Qualifications:** + 2 + years of Brokerage and Client Services… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account...and forwarding to management for review **Required Qualifications:** + 2 + years of Brokerage and Client Services… more
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