- 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)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Citigroup (Rolling Hills Estates, 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 (Los Angeles, CA)
- Registered Wealth Management Client Associate Los Angeles, 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/Los-Angeles/ Registered -Wealth-Management- Client - Associate \_25037572) **Job Description:** Merrill Wealth… more
- REMOVERY LLC (San Diego, CA)
- …opening a new location in Lexington in the Summer of 2025! Position Overview: As an Registered Nurse RN / Laser Associate you are the to the go-to laser expert ... in their skin. We provide the highest quality of service and care at every stage of our clients'...ease and takes the utmost satisfaction in providing exceptional client experiences. Our RN Laser Associate position… 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: ... multi-family office is seeking a polished and proactive Senior Client Associate to join its San Francisco-based...Key Responsibilities + Serve as the primary contact for client service requests + Execute client… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …info. Our client is recruiting for a Client Service Associate at a growing, client -focused Registered Investment Advisor (RIA). This is a ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… more
- Dignity Health (Sacramento, CA)
- …the Board of Behavioral Sciences as Marriage and Family Therapist Intern, Associate Clinical Social Worker, or Psychological Assistant. + Graduation from an ... verbal and written communication skills. Maintain an appropriate balance between direct client contact and documentation time. Adhere to all client … more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting +… more
- JPMorgan Chase (Diamond Bar, 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
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