- Robert Half Finance & Accounting (San Francisco, CA)
- …connect and see whether this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior ... needs, ensuring prompt and accurate execution. + Partner with senior leadership on customized client strategies and...+ Partner with senior leadership on customized client strategies and firmwide initiatives. + Build and maintain… more
- Wells Fargo (Irvine, 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 review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- JPMorgan Chase (Palo Alto, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role… more
- City National Bank (Los Angeles, CA)
- *ACCOUNT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate ... and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively...they manage. * Resolves problems, answers questions related to client accounts and utilization of bank products and services.… more
- Raymond James Financial, Inc. (San Jose, 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
- Robert Half Finance & Accounting (San Jose, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Client Services Associate | Wealth Management| San Jose Join a ... fast-growing investment advisory firm, known for client -driven growth and a strong commitment to professional development. You'll gain hands-on experience in … more
- Hagerty Consulting, Inc. (CA)
- …available, contingent upon client needs. **Responsibilities of the Response Senior Managing** ** Associate Include:** + Drive the development and execution ... Response Senior Managing Associate **Department:** Response **Location:**... client -s operational tempo. **Compensation for the Response Senior Managing Associate Includes:** + Salary range… more
- Huron Consulting Group (San Francisco, CA)
- …and partnerships for the world's leading healthcare organizations. Innosight is seeking a Senior Associate to join our consulting team. Senior Associates ... effect and may be implemented in the future. \#LI-JD1 #LI-Remote **Position Level** Senior Associate **Country** United States of America At Huron, we're… more
- Oracle (Sacramento, CA)
- …place. The Strategic Analytics and Adoption Team is looking to expand with a new Senior Associate Adoption Consultant. As an Senior Associate Adoption ... improve end-user experience with Oracle Health solutions. You will cultivate client relationships to achieve adoption objectives and influence and obtain stakeholder… more
- HUB International (Pasadena, CA)
- …and more! **KEY RESPONSIBILITIES:** As part of our Wealth Management team, the ** Senior ** **Investment Associate ** supports senior advisor partners in the ... combines investment research and trading responsibilities with operations management and client -facing coordination to help deliver a high-quality client … more