- Raymond James Financial, Inc. (San Diego, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Comerica (Costa Mesa, CA)
- Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Citigroup (Fountain Valley, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… 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 ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Registered Client Associate role to… more
- Bank of America (San Francisco, CA)
- Registered Wealth Management Client Associate San Francisco, California **Job Description:** **New Requisition Intake Details** **Request Date:** 4/1/2025 ... 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 (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
- Aristotle Capital Management (Newport Beach, CA)
- …research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior Associate ... RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests… more
- JPMorgan Chase (Newport Beach, CA)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… more
- Ventura County (Ventura, CA)
- Registered Dietitian II/III - Bilingual Required Print (https://www.governmentjobs.com/careers/ventura/jobs/newprint/4514438) Apply Registered Dietitian II/III ... As a member of the health care team, the Registered Dietitian is responsible for the nutrition assessment of...an educational incentive of 2.5% for completion of an associate degree, 3.5% for completion of a bachelor's degree,… more
Recent Jobs
-
M3 Systems Administrator (RHEL/Linux) - TS/SCI Required
- General Dynamics Information Technology (Charlottesville, VA)
-
Developmental Disability Specialist II - Support Coordination
- Fairfax County Sheriff's Office (Fairfax, VA)
-
Senior QA Validation Engineer
- Beckman Coulter Diagnostics (Miami, FL)