- Robert Half Finance & Accounting (Pleasanton, CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: Pleasanton Salary: 75k-85k About the ... organizations. Key Responsibilities: + Serve as the primary contact for clients, facilitating client activity and handling daily service needs. + Responsible for… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Morgan Stanley (Walnut Creek, CA)
- …workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Walnut Creek* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ... to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis. Through regular… more
- Morgan Stanley (Oakland, CA)
- …its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Client Service Associate **Location:** *California-Oakland* **Requisition ... *POSITION SUMMARY* Client Service Associates provide exceptional ...to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through… more
- Morgan Stanley (Walnut Creek, CA)
- …workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Walnut Creek* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …career growth + Fun and energetic work culture Requirements Key requirements + 1-3 years of client service experience + Series 65 or ability to get it in 6 ... under Charlie O'Brien and email me your resume. Our client is an employee-owned wealth management firm...client needs first. Responsibilities: + Support lead and associate advisors as their book of clients continues to… more
- HUB International (San Ramon, CA)
- …and conditions. The Account Executive will work with other members of the client service team, involving assigned individuals appropriately in service ... unresolved circumstance documented and reported to accounting. * Ensures that all client service needs are promptly and professionally delivered, either directly… more
- Morgan Stanley (Oakland, CA)
- …time management skills * Demonstrates good judgement * Exceptional interpersonal and client service skills * Detail orientated with superior organizational ... other duties as delegated by the Complex Management Team (Complex Manager, Associate Complex Manager, Complex Business Service Officer, Sr. Complex Risk… more