- Robert Half Office Team (CA)
- …in Tierra Santa , CA while building lasting relationships with clients and ensuring seamless service . As a Client Associate , you'll serve as the primary ... partnering with a reputable organization to place an experienced Client Associate in a fully on-site role....through excellent interpersonal and communication skills + Respond to client inquiries regarding services , accounts, and billing,… more
- Wells Fargo (San Diego, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Robert Half Office Team (CA)
- …Robert Half is assisting a dynamic organization in Mira Mesa, CA to find an enthusiastic Client Associate to join their team. The Client Associate will ... operational processes to ensure smooth and timely delivery of services . Key Responsibilities: + Serve as the primary point...between clients and internal teams. + Assist in managing client accounts by monitoring contracts, service agreements,… more
- Bank of America (Beverly Hills, CA)
- Registered Wealth Management Client Associate Beverly Hills, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... 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 (Temecula, CA)
- Wealth Management Client Associate Temecula, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… more
- JPMorgan Chase (San Francisco, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- Topgolf (Torrance, CA)
- The Client Associate is responsible for maintaining...to drive and reward repeat business + Adhere to client service standards and company policies and ... the in-store sales and service experience and promoting sales culture within the retail...**EDUCATION AND EXPERIENCE** + Minimum 1-year experience in a client services related capacity **PHYSICAL REQUIREMENTS /… more
- 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 ... + 2+ years of experience in a client service role within the financial services industry, preferably in capital management, wealth management, or a related… 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 ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How...accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in working… more
- Raymond James Financial, Inc. (Pasadena, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
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