- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- CLIENT SERVICES ASSOCIATE - FINANCIAL ...client service role, preferably in the financial services industry; + Proficiency in Microsoft ... Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work...management solutions and related services . As a Client Services Associate , you will… more
- Bank of America (San Francisco, CA)
- …appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...partners closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- JPMorgan Chase (Irvine, CA)
- Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build ... in the ever-evolving world of commercial banking. As a Client Service Associate within JPMorganChase,...years of client -facing work experience in a financial services environment. + Demonstrated experience in… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate Location: San Jose, CA Industry: Financial Services / Investment Advisory A rapidly growing investment advisory ... firm is seeking a detail-oriented and client -focused Client Service ...65 a plus + 5+ years of experience in financial services (RIA, brokerage, or banking preferred)… more
- Raymond James Financial, Inc. (San Diego, CA)
- … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate or Associate Director of Client Service Location: 100% Remote (Optional hybrid from San Francisco ... firm is seeking a highly capable and polished Senior Client Service Associate or ...fully customized single-family offices, integrating wealth strategy, portfolio management, financial operations, and family office services . Their… more
- 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 ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...while accommodating given priorities + Use of CRM and/or financial services platform for advisory business +… more
- Moss Adams LLP (San Francisco, CA)
- ** Client Service Associate ** **Description**... client teams/ client and the central services /operations team \(ie, client services , ... and interesting business challenges. **Introduction to the team** The Client Service Associate for Moss...a wide range of technical, administrative and relationship support services to assigned client teams and to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate Location: San Francisco, CA (Montgomery BART) Industry: Wealth Management / Multi-Family Office Compensation: ... dynamic and highly regarded multi-family office is seeking a polished and proactive Senior Client Associate to join its San Francisco-based team. This is a… more
- Public Consulting Group (Sacramento, CA)
- …of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client Success ... improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG...This position may report to either a SBS COE Client Success Associate Director or a … more