- 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 provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… 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
- 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
- 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
- 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 ... team to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting … more
- HUB International (La Palma, 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
- KPMG (Irvine, CA)
- …strive for personal effectiveness and professionalism to maintain excellent client service Additional Qualifications for Senior Associate : + A minimum of two ... on the provision of services to exempt organizations preferred + Experience managing multiple client engagements and client service teams with verbal and… more
- HUB International (La Palma, 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
- HUB International (La Palma, 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...financing, as necessary + Collaborates/ assists the Producer with client meetings, strategy sessions + May oversee and direct… more
- HUB International (La Palma, 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...Lines clients, you will: + Manage the entire account service process + Market to carriers, negotiate rates/terms, process… more
- BMO Financial Group (City Of Industry, CA)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... economy, a sustainable future, and an inclusive society. The Client Delivery Associate will be supporting our...writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal… more
- Bank of America (Newport Beach, CA)
- Wealth Management Client Associate Newport Beach, 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
- KPMG (Irvine, CA)
- … models to support a consistent high level customer experience, and ensure pre-established client service level agreements are satisfied + Serve as a central ... **Business Title:** Global Executive & Private Client Group (GEPC) Associate **Requisition Number:**...our Japanese and Korean bilingual staff + Maintain a service focus centered on supporting Japanese and Korean headquartered… 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 ... investment management and client success. We are currently seeking a Client Portfolio Associate to join our team. The Client Portfolio Associate … more
- BMO Financial Group (Newport Beach, CA)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... may include writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal and external stakeholders… more
- JPMorgan Chase (Canoga Park, CA)
- …JPMorgan Wealth Management, you will have the opportunity to provide exceptional client service , operational marketing, and administrative support. You will play ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Guardian Life (Newport Beach, CA)
- The Client Manager Associate , Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing ... be an ambassador to the business and always use best practices. The Client Manager Associate is directly and/or indirectly accountable for activities associated… more
- Principal Financial Group (Costa Mesa, CA)
- **What You'll Do** We're looking for an Associate Client Relationship Consultant to join our Group Benefits team. This role is ideal for someone who excels in ... renewal analysis and negotiation, collaboratively selling additional products and service , enrolling clients in employer-paid and voluntary products and assisting… more
- Banfield Pet Hospital (Corona, CA)
- JOB TITLE Client Service Coordinator TEAM Hospital FUNCTION, FAMILY Service Operations (Pet), Hospital Operations (Pet) COST CTR #: Varies REPORTS TO ... Full-time Part-time SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow...Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is routinely exposed to a variety of pets… more