- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity to ... The team embraces tools and process improvements to elevate client service and efficiency. What You'll Do...need is handled accurately and promptly + Work alongside senior leadership to execute customized client strategies… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... execution across a range of requests + Collaborate with senior leadership to implement client -specific strategies and...firm priorities as needed Requirements + Proven experience in client service , wealth management, or family office… more
- City National Bank (Los Angeles, CA)
- * Client Service Associate Senior - Commercial Banking/Structured Finance * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day ... YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service , banking operations or relationship management support required. *… 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 appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… 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 ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- World Insurance Associates, LLC. (Santee, CA)
- …HR solutions. Position Summary Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures ... produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. +...and delivers results at the close direction of a senior team member. Education Required: + HS Diploma or… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …connect and explore how this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior ... + Serve as the primary point of contact for client service requests, ensuring timely and accurate...requests, ensuring timely and accurate execution. + Partner with senior leadership on bespoke client strategies and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …LinkedIn with JC del Rosario - I'd love to connect and explore this opportunity with you! Senior Client Associate About the Role We're seeking a Senior ... + Serve as the primary point of contact for client service requests, ensuring timely and accurate...requests, ensuring timely and accurate execution. + Partner with senior leadership on customized client strategies and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Apply today and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Senior Client Associate About the Role We're seeking a Senior ... + Act as the primary point of contact for client service requests and ensure timely execution.... requests and ensure timely execution. + Partner with senior management on bespoke client strategies and… more