- Morgan Stanley (Laguna Niguel, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Laguna ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (Newport Beach, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Newport ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- JPMorgan Chase (Irvine, CA)
- …with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client 's team and deeply… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Citigroup (Newport 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
- Morgan Stanley (San Diego County, CA)
- …and tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of ... coverage for an FA/PWA/team including: * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings… more
- HUB International (Newport 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...following duties: + Manages assigned book of business, develops client relationships and meets strategic objectives to grow and… more
- HUB International (Newport Beach, 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, ... 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
- Banfield Pet Hospital (Corona, CA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... being a member of the team. Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… 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 ... 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 (Newport 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
- Zions Bancorporation (Laguna Hills, CA)
- …Small Business & Middle Market Excellence Awards. We are looking for a Part-Time Teller ( Client Service Associate ) to provide top notch customer service ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more
- HUB International (Newport 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 ... Account Manager to join our Commercial Lines team. Our service team plays a vital role in ensuring our...a vital role in ensuring our clients receive the service they need to properly manage their insurance policies.… more
- Bank of America (Irvine, CA)
- Wealth Management Client Associate Irvine, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- KPMG (Irvine, CA)
- … models to support a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied + Serve as a central ... **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition...overseeing our Japanese and Korean bilingual staff + Maintain service focus centered on supporting Japanese and Korean headquartered… more
- FREEMAN (Anaheim, CA)
- …as well as new technologies to deliver moments that matter. **Summary** The Associate Client Solutions Manager - Corporate Event Logistics is responsible for ... and events that drive audiences to action. The integrated full- service solutions leverage a 96-year legacy in event management...client + Maintains knowledge of all products and service offerings and upsell to existing clients beyond current… more
- ADP (La Palma, CA)
- ADP is hiring ** Associate Client Support Consultants** . Bilingual in English and Spanish is strongly preferred. $22.50/hour Full-time Monday-Friday + _Are you ... users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you do every day… more
- Adecco US, Inc. (Lake Forest, CA)
- …assisting a local client in their search of a Customer Care Associate please see below for more details. Position: Customer Care AssociatePay Rate: $20/HRWork ... Customer Care Associate will be responsible for providing exceptional customer service and efficient dispatching of service calls for select major accounts.… more
- Wells Fargo (Riverside, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs and recommend… more
- CBRE (Ontario, CA)
- SPQREA - Self Storage Associate Broker, Private Client Program Job ID 163168 Posted 13-Sep-2024 Service line Advisory Segment Role type Full-time Areas of ... ready to start an exciting career with CBRE? **About The Role:** CBRE's Private Client Program is a unique opportunity to join the world's leading organization in… more