- Topgolf (Torrance, CA)
- The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or ... initiatives and CRM activity to drive and reward repeat business + Adhere to client service standards and company policies and procedures + Foster a friendly, open… more
- Zions Bancorporation (Chula Vista, CA)
- …Small Business & Middle Market Excellence Awards. We are looking for a Part - Time Teller ( Client Service Associate ) to provide top notch customer service ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...Vista branch . If you are passionate about being part of a community, being a team player, and… more
- Wells Fargo (Beverly Hills, 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 ... when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively...will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams… more
- CIBC (San Francisco, CA)
- …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 transactions ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we...on-site and remote work) will be discussed at the time of your interview._** **How you'll succeed** + Prepare… more
- Aristotle Capital Management (Los Angeles, CA)
- …research, investment management and client success. We are currently seeking a Senior Associate , Client Reporting to join our team. The Senior Associate ... of reporting tools like Seismic or Vermilion. Experience in client service is highly valued, as the role involves...Matching + A culture that values inclusivity + Paid time off, including annual Employee Volunteer Day + Life,… more
- JPMorgan Chase (Irvine, CA)
- …This is a unique opportunity to join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team. The Commercial Term Lending ... Group has a powerful entrepreneurial spirit and offers incredible professional development. As a Client Associate , you will have an internal drive to succeed and… more
- IQVIA (Carlsbad, CA)
- **Description:** **The Associate Director (AD) Client Services** is responsible for the ** client relationships and operational delivery** for a portfolio of ... as knowledge, skills, education, and experience; location; and/or schedule (full or part - time ). Dependent on the position offered, incentive plans, bonuses,… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... * Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... + Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Raymond James Financial, Inc. (San Diego, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take… more