- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half is partnering with a privately held multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity to join ... 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
- JPMorgan Chase (San Francisco, 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
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service , banking operations or relationship management support required. * ... *ACCOUNT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This person is...client accounts and utilization of bank products and services . Works with clients to assist in operations areas.… 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 ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Reach 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
- PwC IT Services Co. (Irvine, CA)
- …Applicable **Specialism** IFS - Internal Firm Services - Other **Management Level** Senior Associate **Job Description & Summary** At PwC, our people in ... **Line of Service ** Internal Firm Services **Industry/Sector** Not...user experiences. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire… more
- Wolters Kluwer (Torrance, CA)
- ** Senior Contract Administration Associate (Financial Services ) - Hybrid (USA) R0053554** **About the Role:** As a ** Senior Contract Administration ... connecting with colleagues. You will report to the **Manager, Client Services ** , and work under the...and work under the leadership of the **Director, Customer Service ** . This role is a part of **FCC… more
- Siemens (Rancho Cordova, CA)
- …develop trusted-advisor relationships and recommend services and solutions. **As a** ** Client Service Manager,** **you will:** + Manage assigned service ... places that improve people's lives. **Transform** **the everyday** **with us** **!** Our ** Client Service Managers** manage a portfolio of service agreements… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | ... investment management, financial planning, lending strategies, and tailored family office services , all while building lasting client relationships that span… more
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