- Morgan Stanley (Beverly Hills, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Beverly ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- **Job Description** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- HUB International (Encino, 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 ... conditions. The Account Executive may work with other members of the client service team, utilizing available resources and personnel as appropriate, in … more
- Banfield Pet Hospital (Glendale, CA)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide ... professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about Optimum… more
- HUB International (Encino, 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 ... accounts, serve as the HUB's primary contact to the client . + Provides professional, courteous service to...to the client . + Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners,… more
- HUB International (Encino, 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 (Encino, 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
- HUB International (Culver City, 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, ... at a fast pace and under pressure without comprising quality or service - successful experience managing demanding deadlines, changing requirements, and working with… more
- CBRE (Los Angeles, CA)
- … Client Care Senior Associate to support capital raising efforts and client service for its flagship US enhanced return fund series. Reporting directly to ... Senior Associate , Client Care Job ID 183837 Posted 16-Jan-2025 Service line REI Segment Role type Full-time Areas of Interest Investment Management… more
- Wells Fargo (Los Angeles, 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 more ... 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
- 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 (Los Angeles, CA)
- Wealth Management Client Associate Los Angeles, 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
- JPMorgan Chase (Los Angeles, 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
- 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
- NCR VOYIX (Los Angeles, CA)
- …best-known brands around the world to your local favorite around the corner. The Client Training Associate is a specialist role within the Hospitality Field ... Deployments team performing duties including client trainings, installations, go live support, and on-site troubleshooting. This role requires basic knowledge of POS… more
- Banfield Pet Hospital (Los Angeles, CA)
- The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in ... Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2...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 (Northridge, CA)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... Action Oriented. ListeningFunctional. Preventative care and OWPs. Communication Skills. Client Service Skills. Priority Setting. Time Management CAPABILITIES… more
- VCA Animal Hospitals (Burbank, CA)
- **PT Client Service Representative - VCA Burbank...to $20.00 per hour. **If you are a current associate , you will need to apply through our internal ... must be available to work Saturdays. ESSENTIAL FUNCTIONS: * Customer service functions, including: greeting visitors, answering telephones, and guiding clients and… more
- AON (Los Angeles, CA)
- …the marketplace. + Compiles and analyzes data and drafts assigned elements of client service plans, stewardship reports, and other presentations tailored to the ... Aon is hiring for an Associate Broker in Los Angeles, CA - Hybrid!...Compiles and analyzes data and drafts assigned elements of client service plans, stewardship reports, and other… more