- 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 (Palo Alto, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, a… more
- Aristotle Capital Management (Newport Beach, CA)
- …focused on research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The ... Senior Associate , Client Service is an integral part of APC's institutional business development team. The individual is responsible for RFPs and… 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, ... Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 and… more
- Raymond James Financial, Inc. (CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Aristotle Capital Management (Los Angeles, CA)
- …on research, investment management and client success. We are currently seeking a Senior Associate , Client Reporting to join our team. The Senior ... Associate of Client Reporting will support client reporting deliverables, ensuring timely, accurate, and insightful reports....of reporting tools like Seismic or Vermilion. Experience in client service is highly valued, as the… more
- Wells Fargo (San Francisco, 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
- NTT America, Inc. (Sacramento, CA)
- …place where you can grow, belong and thrive. **Your day at NTT DATA** The Senior Associate Client Success Manager is responsible for the onboarding, ... to departmental objectives and metrics to provide a high level of client service Manages approved corporate strategic projects. + Manages key support systems… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT SERVICE ASSOCIATE SENIOR * WHAT IS THE OPPORTUNITY? Work with Investment Services Managers in the managing of the overall relationship of assigned ... Work closely with portfolio managers, advisors, and others in providing high quality service and ensures compliance with all statutory requirements. What you will do… more
- Cushman & Wakefield (San Diego, CA)
- **Job Title** Senior Associate Appraiser **Job Description Summary** Our Valuation & Advisory professionals have the privilege of working across the full ... diversity of our practice and the breadth of our client base allows our professionals to provide comprehensive real...drawing market comparisons in developing opinions of value. V&A's Senior Associate Development Program ( Senior … more