- Morgan Stanley (Rancho Santa Fe, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Rancho ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...Goal oriented, self-motivated and results driven * Knowledge of financial services products, including but not limited… more
- Morgan Stanley (Rancho Santa Fe, CA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate - Bilingual English/Mandarin* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ...years of industry experience preferred *Knowledge/Skills* * Knowledge of financial services products, including but not limited… more
- Morgan Stanley (San Diego, CA)
- …to diversifying its workforce (M/F/Disability/Vet). **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
- Navy Federal Credit Union (San Diego, CA)
- …Insurance License + Experience in an administrative support capacity, preferably in member/customer service or financial services + Familiarity with ... Overview To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To… more
- Banfield Pet Hospital (Solana Beach, CA)
- BANFIELD PET HOSPITAL CLIENT SERVICE COORDINATOR - CA SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... team. . Actively recruit new clients by promoting hospital services and route the flow of clients and pets.... Preventative care and OWPs . Communication Skills . Client Service Skills . Priority Setting .… more
- KPMG (San Diego, CA)
- …in tax legislation + Gather, review and assist in the analysis of client financial data and technical documentation, including drafting of technical memoranda ... as a firm. KPMG is currently seeking a Tax Associate for our Accounting Methods and Credit Services...capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence… more
- KPMG (San Diego, CA)
- …for accurate and timely reporting; manage account reporting to include pipeline, financial planning, engagement tracking, and responses to client requests for ... **Business Title:** Senior Associate , Account Management **Requisition Number:** 118196 - 10...-required reporting + Understand the operational implications of the client Master Services Agreement (MSA), statement of… more
- Morgan Stanley (San Diego, CA)
- Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth ... Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients...investment, commercial or private bank * 2 years of client service , business development and/or Sales Desk… more
- JPMorgan Chase (San Diego, CA)
- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an ... of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing … more
- KPMG (San Diego, CA)
- …and lead multiple engagements, play a positive role in well-functioning and collegial client service teams, supervise and assist with the development and ... training of new and experienced staff professionals, maintain professionalism, and provide excellent client service + Ability to develop and deepen client … more
- H&R Block (Encinitas, CA)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... **550916BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- Zions Bancorporation (San Diego, CA)
- …environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and ... We are looking for a seasoned Branch Operations Supervisor Associate to provide top notch customer service ...accounts, and branch operations. + Resolves and responds to client service concerns, complex client … more
- MAAC (Metropolitan Area Advisory Committee) (Vista, CA)
- …advocacy in our communities. MAAC employs dedicated staff who provide life-changing services to thousands of individuals annually through programs in five core focus ... of programs, MAAC has grown to become one of the largest nonprofit social service organizations in the community. Learn more about the great things happening with… more
- WSP USA (San Diego, CA)
- …signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including ... This Opportunity Provides professional accounting and financial specialist support to a project team, reviewing and evaluating project charges for accuracy,… more
- Equitable (San Diego, CA)
- …make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs ... Wealth Management Associate - CA, San Diego (4088) ( 220000ZT...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- JPMorgan Chase (Del Mar, CA)
- …and connect customers to technology + Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small ... financial technology and the most welcoming and friendly service , you will be front and center representing our...by providing education, and advice tailored to suit their financial needs. As an Associate Banker in… more
- WSP USA (San Diego, CA)
- …signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including ... Opportunity** WSP is currently initiating a search for an ** Associate Environmental Scientist** for our **San Diego, CA** office....a part of a growing organization that meets our client 's objectives and solves their challenges. In this role,… more
- KPMG (San Diego, CA)
- **Business Title:** Senior Associate , Program Pricing Strategy **Requisition Number:** 118678 - 10 **Function:** Business Support Services **Area of Interest:** ... build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our...join our team. KPMG is currently seeking a Senior Associate , Program Pricing Strategy to join our Growth and… more
- H&R Block (Encinitas, CA)
- …+ **Prepare complete and accurate tax returns** + **Generate business growth, increase client retention, and offer additional products and services ** + **Provide ... **525387BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we...or related field** + **Previous experience in a customer service or retail environment** + **Experience working in a… more
- H&R Block (Solana Beach, CA)
- …+ Prepare complete and accurate tax returns + Generate business growth, increase client retention, and offer additional products and services + Provide clients ... **524884BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we...or related field + Previous experience in a customer service or retail environment + Experience working in a… more