- 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 (Torrance, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Torrance* ... *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)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-San ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Morgan Stanley (San Francisco, CA)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * 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 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 (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
- 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
- Robert Half Finance & Accounting (San Jose, CA)
- Description Join a Thriving Wealth Management Firm! Job Posting: Client Service Associate Employment Type: Full-Time Location: San Jose, 100% onsite Comp: ... expanded by $400 million in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be… 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)
- …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 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
- Public Consulting Group (San Bernardino, CA)
- …of various benefit-related tasks. **Duties and Responsibilities** + Supports customer service and operations for clients: + Responsible for initiative planning and ... ongoing client relationship management + collaborates with external vendors, external...union, or domestic partnership status, past or present military service , citizenship status, family medical history or genetic information,… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Firm that has expanded by $400 million in recent years! We're looking for a motivated Client Service Advisor to join their team. This firm has great work life ... of customer support to high net worth individuals. + Keeping up-to-date with client documentation. + Adhering to regulatory rules. + Processing client … more