- Morgan Stanley (Laguna Niguel, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Client Service Associate **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… 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
- Aristotle Capital Management (Newport Beach, CA)
- …strategies and clients. This position will also work as a liaison between the client service team and different departments throughout our organization. What You ... client success. We are currently seeking a Client Portfolio Associate to join our team....affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as… more
- Ethos Veterinary Health (Oceanside, CA)
- …education. Responsibilities: + Serve as an intermediary between doctor and client for non-essential communication + Collect and summarize detailed histories ... triage with ER Technicians + Create and present treatment plans to client + Communicate between doctors and technicians what treatments (blood draws, procedures,… more
- Wolters Kluwer (Irvine, CA)
- …within an assigned territory that currently do not have CT Corporation as their registered agent. You will report to the Associate Director, Sales - Financial ... by identifying organizations within assigned territory using competitors as registered agents; engage the client account at...services are initiated and delivered; ensure that the assigned Service Team is informed early in the sales cycle;… more