- Morgan Stanley (Menlo Park, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate - Part -Time* **Location:** *California-Menlo Park* ... *POSITION SUMMARY* Client Service Associates provide exceptional ...be determined on an individualized basis and is only part of the total compensation package, which, depending on… more
- Morgan Stanley (Menlo Park, CA)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input...be determined on an individualized basis and is only part of the total compensation package, which, depending on… more
- Morgan Stanley (Palo Alto, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Palo ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ...be determined on an individualized basis and is only part of the total compensation package, which, depending on… more
- Morgan Stanley (Menlo Park, CA)
- …(M/F/Disability/Vet) **Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate **Location:** *California-Menlo ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...be determined on an individualized basis and is only part of the total compensation package, which, depending on… more
- Wells Fargo (San Jose, 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 ... 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
- HSBC (Fremont, CA)
- …works with Center Manager and the center team to support these efforts. As the Client Experience Associate , you will: + Ensure the overall appearance of the ... communities and the planet we all share. Supports retail operational, service , accounting and compliance-related activities within a Wealth Center. Manages… more
- The ODP Corporation (Hayward, CA)
- **Overview** As a Part Time Retail Store Associate at Office Depot, your part -time role is vital to our continued success in today's retail landscape. You'll ... and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a… more
- Banfield Pet Hospital (Mountain View, CA)
- The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in ... requires special hours including working weekends and evenings. . Associate is routinely exposed to a variety of pets...training is preferred. Start your Banfield Career as a Client Service Coordinator. Learn more about the… more
- Morgan Stanley (Menlo Park, CA)
- …the Financial Advisors / Private Wealth Advisors * Assigns work to team's Client Service Associate as appropriate * Coordinates enrollment campaigns/meetings ... and accurately to client questions and concerns. The Wealth Management Analyst/ Associate is an integral member of the advisory team and is responsible for… more
- Elevance Health (Palo Alto, CA)
- …**Concierge Service Associate ** will be responsible for assisting national marquee client (s) with the At Your Service Model. **How you will make an ... **Title: Concierge Service Associate ** **Location:** This position will...and expectations for time onsite will be discussed as part of the hiring process. Candidates must reside within… more
- JPMorgan Chase (Fremont, CA)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. ... providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of… more
- Morgan Stanley (Menlo Park, 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
- Grant Thornton (San Jose, CA)
- …+ Desire to pursue applicable professional certification as outlined above + Exceptional client service and communication skills with a demonstrated ability to ... part of the delivery teams. As a Risk Associate your primary responsibility will be executing high quality...skills across our various Risk solutions. As a Risk Associate you will have opportunities to build client… more
- H&R Block (Pleasanton, CA)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... **557654BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- KPMG (Santa Clara, CA)
- **Business Title:** Audit Associate , Japanese Practice | Multiple Locations Summer/Fall 2025 **Requisition Number:** 118178 - 13 **Function:** Audit **Area of ... join our team. KPMG is currently seeking an Audit Associate to join our Audit Services team. Responsibilities: +...join our Audit Services team. Responsibilities: + Work as part of a team to play an integral role… more
- InGenesis (San Jose, CA)
- InGenesis is currently seeking a Healthcare industry Associate Program Manager to be part of a Program Management Team and assist the Client Program Manager ... clinical and ancillary staffing engagements, delivering orientation classes, and ensuring client and employee satisfaction. The Associate Program Manager will… more
- H&R Block (Menlo Park, 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 ... **554561BR** **Title:** Block Advisors Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- Atria Wealth Solutions (San Jose, CA)
- Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team ... Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement and investment services for...assigning the servicing and transitioning of "B" and "C" client base, conducting regularly scheduled reviews with assigned clients… more
- KPMG (Santa Clara, CA)
- …taxation; multi-generational estate planning experience is a plus + Experience managing multiple client engagements and client service teams + Excellent ... **Business Title:** Senior Associate , Business Tax Services - Private Enterprise **Requisition...Clara **Description:** At KPMG, you can become an integral part of a dynamic team at one of the… more
- KPMG (San Jose, CA)
- **Business Title:** Senior Associate , Tax - R&D Credits (AMCS) **Requisition Number:** 111149 - 12 **Function:** Tax Services **Area of Interest:** **State:** CA ... Jose **Description:** At KPMG, you can become an integral part of a dynamic team at one of the...a firm KPMG is currently seeking a Tax Senior Associate to join our Accounting Methods and Credit Services… more