- Raymond James Financial, Inc. (Torrance, CA)
- … with integrity is the foundation of everything we do. **Job Summary** We are seeking a Client Service Associate to add to our team. This person must have ... fun work environment. Responsibilities include but not limited to: + New client onboarding + Ongoing client service and communication + Money movement + … 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
- HUB International (Long Beach, 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...Account Manager and Account Executive with the entire account service process + Assists with marketing to carriers +… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …and protocols for routine inquiries. Carry out a range of customer service activities, including handling customer cases and inquiries that are more complex ... customer retention and business development activities. Provide an efficient counter service by carrying out standard branch operations tasks and informing customers… more
- VCA Animal Hospitals (Woodland Hills, CA)
- …the hospital's mission of delivering high quality patient care and exceptional client service . **If you are a current associate , you will need to apply ... a highly experienced professional to join our leadership team as a Client Service Manager. The role demands a leader with the interpersonal and organizational… more
- HUB International (Encino, CA)
- …and conditions. The Account Executive may work with other members of the client service team, utilizing available resources and personnel as appropriate, in ... of AM staff on assigned accounts. (When applicable) + Ensure that all client service needs are promptly and professionally delivered, either directly by the AE… more
- HUB International (Culver City, 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 ... Services team members on various topics. + Manages and assists with client -related service issues and open enrollment meetings **WHAT YOU BRING TO THE TABLE:**… 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 (Long Beach, 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 ... for providing strategic direction, managing both carrier as well as client relationships, and overseeing the development and delivery of innovative insurance… more
- HUB International (Encino, CA)
- …preferred + 3-5 years of experience in an insurance Account Management role or Client Service Associate role (brokerage experience required) or an equivalent ... 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 we mean… more
- HUB International (Culver City, 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 (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
- WTW (Los Angeles, CA)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … 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 (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 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
- WTW (Los Angeles, CA)
- …client . The role requires a deep understanding of the role and responsibilities a WTW Associate Client Advocate. Since the ACA is a key member of the ... client service team, the ACA team Leader...client service team, the ACA team Leader is responsible for...offered for this specific job opportunity. **The Role** The Associate Client Advocate (ACA) team lead manages… more
- Bank of America (Woodland Hills, CA)
- Wealth Management Client Associate Woodland Hills, 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
- Bank of America (Pasadena, CA)
- Wealth Management Client Associate (FP) Pasadena, 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
- Wells Fargo (Woodland Hills, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… 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