- City National Bank (Los Angeles, CA)
- * INVESTMENT SERVICE ASSOCIATE SENIOR * WHAT IS THE OPPORTUNITY? Work with Investment Services Managers in the managing of the overall relationship of ... Work closely with portfolio managers, advisors, and others in providing high quality service and ensures compliance with all statutory requirements. What you will do… more
- Publicis Groupe (El Segundo, CA)
- …sociology, psychology, and other liberal arts disciplines. **Overview** You will support the Senior Associate and Manager levels on behalf of Spark Foundry ... best and most beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of a global leader, bringing… more
- Citigroup (Beverly Hills, CA)
- …role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United ... servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior... investment objectives and working in partnership with senior team members to deliver investment solutions.… more
- City and County of San Francisco (San Francisco, CA)
- …markets and engage in internal investment discussions. + Receive direction from senior investment staff and complete assigned tasks accurately and timely. + ... other documents relating to existing and prospective investments. + Coordinate with investment managers, service providers, and colleagues to ensure compliance… more
- Aristotle Capital Management (Newport Beach, CA)
- …on research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior ... Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio… more
- Aristotle Capital Management (Los Angeles, CA)
- …on research, investment management and client success. We are currently seeking a Senior Associate , Client Reporting to join our team. The Senior ... Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio… more
- Aristotle Capital Management (Newport Beach, CA)
- …investment management and client success. We are currently seeking an Inside Sales Senior Associate to join our team. This individual will work in conjunction ... with senior client facing sales professionals to help facilitate all...relevant financial services work experience: required. + Experience in investment management or client service /sales support within… more
- CIBC (San Francisco, CA)
- …about 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 ... also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable...investments + Experience in personal tax, financial planning or investment management + Strong client service commitment… 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, ... support. WHAT WILL YOU DO? * Provide support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and...equivalent * Minimum of 5 years of experience in investment and securities market. * Minimum of 5 years… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory ... high-net-worth clients-including tech executives and entrepreneurs-offering tailored planning and investment strategies. This is a great opportunity to deepen your… more
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