- Bank of America (Beverly Hills, CA)
- Wealth Management Client Associate Beverly 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
- JPMorgan Chase (Los Angeles, CA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- Topgolf (Torrance, CA)
- The Client Associate is responsible for maintaining...to drive and reward repeat business + Adhere to client service standards and company policies and ... the in-store sales and service experience and promoting sales culture within the retail...**EDUCATION AND EXPERIENCE** + Minimum 1-year experience in a client services related capacity **PHYSICAL REQUIREMENTS /… more
- Robert Half Office Team (El Segundo, CA)
- …Advisory firm based out of El Segundo, California is seeking a self-motivated and dynamic Client Service Associate for a multi-faceted service and ... service and support of firm's partners, senior Client Service Associates, and other colleagues performing...Requirements Preferred qualifications: * 2-3 years recent experience as client associate or similar role at wealth… more
- Morgan Stanley (Los Angeles, CA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *California-Los ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Morgan Stanley (Los Angeles, CA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Los ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ...of industry experience preferred *Knowledge/Skills* * Knowledge of financial services products, including but not limited to equities, bonds,… more
- The Walt Disney Company (Burbank, CA)
- …multiple Wealth Advisors with accumulated AUM totaling $100 million or more. The Executive Client Services Associate is responsible for performing in this ... and sales goals. This role also involves identifying and servicing client /member financial needs by means of cross-selling multiple financial products/ services… more
- JPMorgan Chase (Encino, CA)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance… 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 ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- WTW (Los Angeles, CA)
- …Divisions (IVD) or Geographical Divisions. + Public Sector & Education, 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 ... Sr. Associate , Client Care Job ID 183837 Posted 14-Oct-2024 Service line REI Segment Role type Full-time Areas of Interest Customer Service , Investment… more
- KPMG (Los Angeles, CA)
- …a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. ... models to support a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied + Serve as a central… more
- Optiv (Los Angeles, CA)
- …the Optiv technology and services portfolio meet the specific needs of the client stakeholders at a management level. + Collaborate with service delivery to ... focus. + Identify and drive security solutions to meet client objectives across technology and services including;...Interface and partner with the internal Optiv teams, particularly service delivery liaisons, to align client expectations… more
- US Bank (Brea, CA)
- …**Job Description** Private Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the primary, daily contact between ... delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more
- Morgan Stanley (Pasadena, CA)
- …* Coordinates enrollment campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates and develops ... across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Morgan Stanley (Long Beach, CA)
- …basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... client experience * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as… more
- VCA Animal Hospitals (Los Angeles, CA)
- …thrive for a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust **Total Rewards** As a ... Join us as an ** Associate Veterinarian** at **VCA Miller Robertson Animal Hospital.**...company match + Health/dental/vision insurance, infertility benefits, gender affirmation services + Paid parental, vacation and sick leave **Professional… more
- Illumination Foundation (Cerritos, CA)
- …the community, as well as communicative aspects centered around the ECM clinical consultant. Client Care: + AMECM ( Associate Manager of ECM) will ensure care ... Angeles County and the Inland Empire. Job Description The Associate Manager of Enhanced Care Management will be responsible...programs, to co- create and optimize the deliverance of client care services . + AMECM will collaborate… more
- The ODP Corporation (San Pedro, CA)
- …and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a ... Store Associate should be passionate about sales, delivering exceptional service , and driving operational excellence. The essential functions of this position… more
- Bank of America (Los Angeles, CA)
- …experience. In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate , Lending Client Support ... borrowing and banking to recommend alternative or additional financial services that best align with the client 's...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more