- HSBC (Fremont, CA)
- …and works with Center Manager and the center team to support these efforts. As the Client Experience Associate , you will: + Ensure the overall appearance of ... activities while supporting client alternative delivery channel alternatives. Ensures a premium client experience within the Wealth Center channel… more
- Banfield Pet Hospital (Concord, CA)
- …culture of quality and safety at the hospital level to optimize medical care, client experience , associate engagement and hospital performance. . Perform ... function of the Area Chief of Staff is to lead, develop and manage associate veterinarians in their hospitals to ensure Banfield can attract, develop, engage and… more
- Morgan Stanley (Menlo Park, CA)
- …the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through ... Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at...65 (RA) * Two or more years of industry experience preferred * Strong industry, product, and branch procedures… more
- CIBC (San Francisco, CA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… more
- Sedgwick (Concord, CA)
- …to work. Great Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Client Services Associate (ON-SITE Concord, CA) **PRIMARY PURPOSE** : To ... and experience required. **Skills & Knowledge** + Knowledge of client workers' compensation processes and procedures + Excellent oral and written communication,… more
- Morgan Stanley (San Francisco, CA)
- … Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists ... diversifying its workforce (M/F/Disability/Vet).#LI-TS2 **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-San Francisco* **Requisition… more
- Morgan Stanley (San Mateo, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-San Mateo* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our...for processing at the direction of the FA/PWA *EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS:* *Education and/or Experience *… more
- Morgan Stanley (Palo Alto, CA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *California-Palo Alto* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our...for processing at the direction of the FA/PWA *EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS:* _*Education and/or Experience *_… more
- Bank of America (San Francisco, CA)
- Wealth Management Seasonal Client Associate San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- KPMG (San Francisco, CA)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112752 - 11 **Function:** Tax Services **Area of ... KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join...service models to support a consistent high level customer experience , and ensuring pre-established client service level… more
- Bank of America (San Francisco, CA)
- Wealth Management Client Associate San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Palo Alto, CA)
- Wealth Management Client Associate Palo Alto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- H&R Block (Novato, CA)
- **517548BR** **Title:** Associate Client Advisor-Small Bus & Tax **What you'll do ** **:** **What you'll do ** Apply principles of accounting to analyze ... even better if you also had ** : + Experience with PeopleSoft general ledger and query preferred +...to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Business &… more
- JPMorgan Chase (San Francisco, 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
- JPMorgan Chase (San Francisco, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors… more
- Citigroup (San Francisco, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... attention to detail + Strong verbal and written communication skills + Client facing experience ; strong background and interest in the fields of operations and… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Espejo via LinkedIn or Email for fastest consideration for this opportunity. Our client is a distinguished and rapidly growing investment advisory firm based in San ... Jose, renowned for its success driven solely by client referrals-a testament to their excellence in the industry....compliance processes. Requirements + 5+ years of wealth management experience + Must have great tenure at previous jobs… more
- Robert Half Finance & Accounting (San Jose, CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: San Jose, CA 100% Onsite Salary: $90-110k ... monitoring compliance processes. Requirements Qualifications: + 5+ years of experience within the financial services industry. + Strong communication, analytical,… more
- Morgan Stanley (Menlo Park, CA)
- …member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered ... / Private Wealth Advisors * Assigns work to team's Client Service Associate as appropriate * Coordinates...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- KPMG (San Francisco, CA)
- …(CCAR) processes, and/or Treasury/Liquidity reporting processes Additional Qualifications for Senior Associate : + Minimum three years of experience in finance ... **Business Title:** Senior Associate , Internal Audit **Requisition Number:** 119140 - 11...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate… more