- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate Location: Walnut Creek, CA | In-Office Preferred (Hybrid Flex) Compensation: $70,000 - $90,000 DOE + Full Benefits + ... is partnering with a boutique RIA in Walnut Creek that is actively seeking a Client Service Associate to support its growing client base and advisory… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate - Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its ... its people-first culture and commitment to long-term relationships. Position Overview The Client Service Associate will be the primary point of contact for… more
- Moss Adams LLP (Walnut Creek, CA)
- ** Client Service Associate ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who ... complex and interesting business challenges. **Introduction to the team** The Client Service Associate for Moss Adams Wealth Advisors will collaborate… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Boutique RIA. This is a full-time permanent ... email for additional info and immediate consideration. Requirements + 2+ years of client service experience, preferably in wealth management + Familiarity with… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management to support The Olin Group of Wells Fargo Advisors. Learn more ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- JPMorgan Chase (San Ramon, CA)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… more
- UNUM (Walnut Creek, CA)
- …to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout ... others, and join Team Unum today! **General Summary:** The Client Manager Associate (CMA) is in training...retention. The CM drives, designs, and executes integrated enrollment, service and growth strategies for each customer in their… more
- PNC (Fremont, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's retail organization, you will be based in ... in this position. **Preferred Skills** Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying… more
- Banfield Pet Hospital (Concord, CA)
- Client Service Coordinator SUMMARY OF JOB...vision, depth perception, and ability to adjust focus. + Associate is routinely exposed to a variety of pets ... PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow...support your overall wellbeing and help you thrive.* + Associate Life Insurance (company-paid) & Supplemental Life Insurance: Protect… more