- Morgan Stanley (Riverside, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *California-Riverside* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- JPMorgan Chase (Irvine, CA)
- …with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client 's team and deeply… more
- Aristotle Capital Management (Newport Beach, CA)
- …research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior Associate ... RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests… more
- Morgan Stanley (Long Beach, CA)
- …basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... client experience * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as… more
- HUB International (Newport Beach, CA)
- …to having many more years of being a part of the HUB family!" **_Clara - Client Service Associate_** **WE'LL TAKE CARE OF YOU.** We care about our people, and ... team to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting … more
- HUB International (La Palma, CA)
- …forward to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ ** WE'LL TAKE CARE OF YOU.** We care about our people, ... Services team members on various topics. + Manages and assists with client -related service issues and open enrollment meetings **WHAT YOU BRING TO THE TABLE:**… more
- Banfield Pet Hospital (Corona, CA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... being a member of the team. Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
- HUB International (La Palma, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and ... for providing strategic direction, managing both carrier as well as client relationships, and overseeing the development and delivery of innovative insurance… more
- Zions Bancorporation (Irvine, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a Client Service Associate (Teller) to provide top-notch customer service ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more
- Zions Bancorporation (Arcadia, CA)
- …Small Business & Middle Market Excellence Awards. We are looking for a Part-Time Teller ( Client Service Associate ) to provide top notch customer service ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more
- HUB International (La Palma, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...financing, as necessary + Collaborates/ assists the Producer with client meetings, strategy sessions + May oversee and direct… more
- HUB International (La Palma, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...Lines clients, you will: + Manage the entire account service process + Market to carriers, negotiate rates/terms, process… more
- BMO Financial Group (City Of Industry, CA)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... economy, a sustainable future, and an inclusive society. The Client Delivery Associate will be supporting our...writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal… more
- Bank of America (Newport Beach, CA)
- Wealth Management Client Associate Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Aristotle Capital Management (Newport Beach, CA)
- …strategies and clients. This position will also work as a liaison between the client service team and different departments throughout our organization. What You ... investment management and client success. We are currently seeking a Client Portfolio Associate to join our team. The Client Portfolio Associate … more
- BMO Financial Group (Newport Beach, CA)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... may include writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal and external stakeholders… more
- JPMorgan Chase (Canoga Park, CA)
- …JPMorgan Wealth Management, you will have the opportunity to provide exceptional client service , operational marketing, and administrative support. You will play ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Topgolf (Canoga Park, CA)
- The Client Associate is responsible for maintaining...to drive and reward repeat business + Adhere to client service standards and company policies and ... the in-store sales and service experience and promoting sales culture within the retail...**EDUCATION AND EXPERIENCE** + Minimum 1-year experience in a client services related capacity **PHYSICAL REQUIREMENTS / WORK ENVIRONMENT… more
- Banfield Pet Hospital (Corona, CA)
- JOB TITLE Client Service Coordinator TEAM Hospital FUNCTION, FAMILY Service Operations (Pet), Hospital Operations (Pet) COST CTR #: Varies REPORTS TO ... Full-time Part-time SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow...Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is routinely exposed to a variety of pets… more
- Banfield Pet Hospital (Seal Beach, CA)
- Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and ... * Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets… more