- Robert Half Finance & Accounting (Walnut Creek, CA)
- …apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Client Service Associate Employment Type: Full-Time ... experienced Client Service Associate to join their team. The Senior Client Service Associate works alongside a Senior Financial Advisor… more
- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… more
- Aristotle Capital Management (Newport Beach, CA)
- …focused on research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The ... Senior Associate , Client Service is an integral part of APC's institutional business development team. The individual is responsible for RFPs and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …manage scheduling, preparation, and follow-ups. + Maintain accurate CRM records and handle client service requests. + Assist in financial planning analysis and ... prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning....data management. + Participate in client meetings and strategy discussions. + Act as a… more
- CBRE (Los Angeles, CA)
- Senior Associate , Client Care Job ID... Associate to support capital raising efforts and client service for its flagship US enhanced return ... to the Head of Client Care, the Client Care Senior Associate will...+ Collaborate with wider global CCG to enhance the service provision; ensure strong messaging, consistency, best practice, and… more
- Wells Fargo (Beverly Hills, 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 ... 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
- NTT America Solutions, Inc. (Sacramento, CA)
- …place where you can grow, belong and thrive. **Your day at NTT DATA** The Senior Associate Client Success Manager is responsible for the onboarding, ... to departmental objectives and metrics to provide a high level of client service Manages approved corporate strategic projects. + Manages key support systems… more
- JPMorgan Chase (San Francisco, CA)
- …Morgan Wealth Management, offers US based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of ... solutions tailored to clients' specific needs. As an Investment Associate in JP Morgan Advisors, you will work in...asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT SERVICE ASSOCIATE SENIOR * WHAT IS THE OPPORTUNITY? Work with Investment Services Managers in the managing of the overall relationship of assigned ... Work closely with portfolio managers, advisors, and others in providing high quality service and ensures compliance with all statutory requirements. What you will do… more
- City National Bank (Oxnard, CA)
- *RELATIONSHIP ASSOCIATE SENIOR - PBB* *Oxnard Branch* WHAT IS THE OPPORTUNITY? Their primary responsibility is to work directly with clients on a daily basis in ... handling all areas of client service , operational tasks, and sales consultation. Expert in all aspects of providing exemplary client service and… more
- City National Bank (Beverly Hills, CA)
- *RELATIONSHIP ASSOCIATE SENIOR - PBB* WHAT IS...on a daily basis in handling all areas of client service , operational tasks, and sales consultation. ... Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in completing all cashiering… more
- AECOM (Orange, CA)
- …a better world. Join us. **Job Description** **AECOM** is actively seeking an ** Associate Principal, Senior Urban Planner** to support our Federal practice. For ... leader seated in Orange or Los Angeles, CA offices. ** Associate Principal, Senior Urban Planner** AECOM's Urban...+ Lead by example, instilling a culture of exceptional service delivery and client engagement within the… more
- CBRE (Sacramento, CA)
- Senior Associate - Business Development Job ID 199312 Posted 06-Jan-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support ... States of America **About the Role:** As a CBRE Senior Business Development Associate , you are a...analytics expert that translates information to business objectives and client requirements. You will be a key member of… more
- Grant Thornton (San Jose, CA)
- As a Cyber Privacy & Data Protection Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by applying a ... on both a formal and informal basis to all levels of client staff + Exceptional client service and communication skills, with a demonstrated ability to… more
- WTW (San Francisco, CA)
- **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of ... disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure… more
- Aristotle Capital Management (Newport Beach, CA)
- …management and client success. We are currently seeking an Inside Sales Senior Associate to join our team. This individual will work in conjunction ... with senior client facing sales professionals to help...to inbound calls and emails as well as other client service requests. Organization, professionalism and the… more
- Kestra Financial (Palo Alto, CA)
- …over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting ... needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education… more
- Grant Thornton (San Francisco, CA)
- POSITION SUMMARY Audit Senior Associate : Work with private and public companies to first understand their businesses and the risks they face, focusing efforts ... and GAAS. + Ability to supervise staff and lead projects. + Exceptional client service skills with a demonstrated ability to develop and maintain outstanding … more
- Cherry Bekaert (Los Angeles, CA)
- …and presents a strong opportunity for advancement. **What your day(s) looks like:** The Senior Associate will be an important part of a multi-disciplined team, ... + Ability to prioritize tasks and work efficiently on highly analytical tasks + Superior client service focus + Ability to travel up to 15% **What we offer… more
- Publicis Groupe (El Segundo, CA)
- …and sociology, psychology, and other liberal arts disciplines. **Overview** The role of the Senior Associate , Strategy is to be the day-to-day steward on media ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of… more