- Raymond James Financial, Inc. (San Diego, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate Location: San Jose, CA Industry: Financial Services / Investment Advisory A rapidly growing investment advisory firm ... is seeking a detail-oriented and client -focused Client Service Associate to join its wealth management team. This is an excellent opportunity for a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm is ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm is ... of the world's most sophisticated clients. Responsibilities: + Own the full client experience, from onboarding to reporting and money movement + Coordinate wires,… more
- MAAC (Metropolitan Area Advisory Committee) (Vista, CA)
- …MAAC STORY Since 1965, MAAC has empowered individuals and families across San Diego County to achieve self-sufficiency and economic stability through high-impact ... Development. These integrated efforts strengthen communities and foster lasting change. The Associate Director of Engagement and Economic Mobility plays a key role… more
- JPMorgan Chase (San Francisco, CA)
- …+ Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or ... the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with… more
- Equitable (Houston, TX)
- Wealth Management Associate - TX, Austin, Brownville, Dallas, Ft Worth, Houston, Katy, San Antonio & The Woodlands (2603) ( PIN\_32907 ) **Primary Location** : ... UNITED STATES-TX-Houston **Other Locations** : UNITED STATES-TX-The Woodlands, UNITED STATES-TX- San Antonio, UNITED STATES-TX-Katy, UNITED STATES-TX-Fort Worth, UNITED STATES-TX-Dallas,… more
- Equitable (San Francisco, CA)
- Wealth Management Associate - CA, San Jose (5163) ( 2500001N ) **Primary Location** : UNITED STATES-CA- San Francisco **Organization** : Equitable Advisors ... becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through… more
- Citigroup (San Francisco, CA)
- …but not required + Strong communication, planning, and organizational skills + Passion for client service and a dedication to deliver the best results on every ... capital raising and other strategic financings to corporate, financial service and public sector clients. **Your time here will...the bank through Citi's formal mentor program and Summer Associate events, both of which are great opportunities to… more
- Affinius Capital (San Antonio, TX)
- …affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $62 billion in gross assets under management within a ... For more information, visit affiniuscapital.com. **Job Description** The Construction Management Associate -or- Senior Associate helps support the sourcing,… more