- JB Poindexter & Co (Murrieta Hot Springs, CA)
- …initiatives, and tasks within designated areas of responsibility, adhering to all service level agreements established by the HR organization. The Human Resources ... Generalist manages the people management-related agenda at the internal client . The generalist manages change management projects and manages the HR related internal… more
- Morgan Stanley (Menlo Park, CA)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... with Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at the direction of… more
- CIBC (San Francisco, CA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… more
- Morgan Stanley (Walnut Creek, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *California-Walnut ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (San Francisco, CA)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *PWM Senior Registered Client Service Associate **Location:** *California-San ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Morgan Stanley (Walnut Creek, CA)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *California-Walnut ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Morgan Stanley (San Francisco, CA)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management Client Service Associate * **Location:** *California-San ... *POSITION SUMMARY:* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Morgan Stanley (San Diego, CA)
- …its workforce (M/F/Disability/Vet). * #LI-AJ1 **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *California-San Diego* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Morgan Stanley (Pleasanton, CA)
- …its workforce (M/F/Disability/Vet).#LI-JP1 **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… 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
- Citigroup (Hermosa Beach, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: San Jose, CA 100% Onsite Salary: ... + Run back-office reconciliation processes and provide a high level of service to sophisticated clients. + Support web-based conference calls and provide… 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
- Raymond James Financial, Inc. (San Francisco, CA)
- …Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Public Consulting Group (Sacramento, CA)
- …the delivery of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client ... program returns. This role must effectively integrate capabilities in client management and project management, collaborating with Operations, Product, Program… more
- Public Consulting Group (Sacramento, CA)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . ** Client Success Partner - EDPlan Innovations** Client Success Partners ... of the EDPlan Innovations Team. This position will be responsible for engaging client stakeholders for EDPlan Innovation projects. Client Success Partners are… 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
- Robert Half Finance & Accounting (Mill Valley, CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Services Associate Location: Mill Valley, Hybrid Schedule (2-3 days) Salary: ... Investment Advisor that is deeply committed to delivering exceptional service to discerning clients and actively engaging with the...and line of credit providers. + Be attentive to client needs, maintaining accurate notes and records in the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …, an independent SEC Registered Investment Advisor, is dedicated to exceptional client service and community engagement. This opportunity offers a supportive, ... with custodians, accountants, and lenders. + Provide prompt, attentive client support and maintain accurate CRM records. + Oversee... support and maintain accurate CRM records. + Oversee client billing and drive process improvements. Reach out to… more
- Robert Half Finance & Accounting (San Jose, CA)
- …professional development. Competitive compensation. Awesome team. Responsibilities: + Providing excellent service to clients. + Helping out in client meetings. ... via LinkedIn for fastest consideration for this opportunity. Our client is a thriving wealth management firm in San...San Jose. They're known for their amazing growth, first-class service , and innovative use of technology. This firm offers… more
