- Raymond James Financial, Inc. (San Francisco, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- 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
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …and protocols for routine inquiries. Carry out a range of customer service activities, including handling customer cases and inquiries that are more complex ... customer retention and business development activities. Provide an efficient counter service by carrying out standard branch operations tasks and informing customers… more
- Citigroup (Hermosa Beach, 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
- Bank of America (El Segundo, CA)
- Registered Wealth Management Client Associate El Segundo, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/El-Segundo/ Registered -Wealth-Management- Client - Associate \_25025611) **Job Description:** Merrill Wealth… more
- Citizens (San Francisco, CA)
- Description As a Private Wealth Registered Client Associate , you will play a pivotal role as a trusted resource for our clients and wealth managers. Your ... administrative and operational skills to facilitate business growth while ensuring exceptional client service . In this position, you will attend to client … more
- Navy Federal Credit Union (San Diego, CA)
- …determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area + Independently and proactively make outbound ... to challenging and/or sensitive situations using appropriate and tactful customer service communications + Review client account(s) and activities, assess… 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 to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for retirement… more
- JPMorgan Chase (Oakland, 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
Recent Jobs
-
Financial Analyst I-Must have US Citizenship or US Permanent Residency
- Lovelace Biomedical Research Institute (Albuquerque, NM)
-
Compact Construction Equipment Specialist
- Everglades Equipment Group (Orlando, FL)
-
Cardiometabolic Care Specialist - Hep / GI
- Novo Nordisk Inc. (Phoenix, AZ)
-
Principal Scientist, Downstream Biologics Process R&D
- Merck & Co. (Rahway, NJ)