- Fidelity TalentSource LLC (San Diego, CA)
- …state registrations OR ability to acquire series 65/66 upon hireFinancial services experience preferably in financial planningDegree and/or other professional ... provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations,… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- CLIENT SERVICES ASSOCIATE - FINANCIAL ...client service role, preferably in the financial services industry; + Proficiency in Microsoft ... Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work...management solutions and related services . As a Client Services Associate , you will… more
- Morgan Stanley (Rancho Santa Fe, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Rancho ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...Goal oriented, self-motivated and results driven * Knowledge of financial services products, including but not limited… more
- Raymond James Financial, Inc. (San Diego, CA)
- …RJIM teams (located in St. Petersburg, FL) including intermediary sales, client service , marketing, compliance, reporting, and operations. **Essential Duties ... overall strategy, product positioning, and marketing campaigns * Assists client service with reporting and RFPs as...(3) to five (5) years of experience in the financial services industry * OR * Any… more
- KPMG (San Diego, CA)
- …support + Build capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence (AI), Alteryx, Power ... **Business Title:** Tax Associate , Business Tax Services | Multiple...and interns + Prepare and/or review tax provisions for financial statements, including coordinating and working with the audit… more
- Banfield Pet Hospital (San Diego, CA)
- Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and ... team. . Actively recruit new clients by promoting hospital services and route the flow of clients and pets...* Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *… more
- KPMG (San Diego, CA)
- …in tax legislation + Gather, review and assist in the analysis of client financial data and technical documentation, including drafting of technical memoranda ... as a firm. KPMG is currently seeking a Tax Associate for our Accounting Methods and Credit Services...capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence… more
- KPMG (San Diego, CA)
- …for accurate and timely reporting; manage account reporting to include pipeline, financial planning, engagement tracking, and responses to client requests for ... **Business Title:** Senior Associate , Account Operations **Requisition Number:** 118196 - 10...-required reporting + Understand the operational implications of the client Master Services Agreement (MSA), statement of… more
- KPMG (San Diego, CA)
- …and lead multiple engagements, play a positive role in well-functioning and collegial client service teams, supervise and assist with the development and ... training of new and experienced staff professionals, maintain professionalism, and provide excellent client service + Ability to develop and deepen client … more
- H&R Block (Encinitas, 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 ... **550916BR** **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 (San Diego, CA)
- **Business Title:** Associate Director, Tax Accounting **Requisition Number:** 112648 - 10 **Function:** Business Support Services **Area of Interest:** ... build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our...are, join our team. KPMG is currently seeking an Associate Director to join our Finance and Accounting organization.… more
- WSP USA (San Diego, CA)
- …signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including ... USA is looking for talented individuals to join our team as an ** Associate Consultant** to support the company's growing Sustainability, Energy and Climate Change… more
- Equitable (San Diego, CA)
- …make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs ... Wealth Management Associate - CA, San Diego (4088) ( 220000ZT...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- WSP USA (San Diego, CA)
- …for an Associate Consultant to support our company's growing Resilience Services Practice and our Climate, Resilience and Sustainability team. This is a ... signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including… more
- WSP USA (San Diego, CA)
- …signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including ... This Opportunity Provides professional accounting and financial specialist support to a project team, reviewing and evaluating project charges for accuracy,… more
- KPMG (San Diego, CA)
- …members + Build capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence (AI), Alteryx, Power ... **Business Title:** Tax Associate , International Tax | Multiple Locations Summer/Fall 2025...Summer/Fall 2025 **Requisition Number:** 115825 - 10 **Function:** Tax Services **Area of Interest:** Campus **State:** CA **City:** San… more
- JPMorgan Chase (Del Mar, CA)
- …and connect customers to technology + Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small ... financial technology and the most welcoming and friendly service , you will be front and center representing our...by providing education, and advice tailored to suit their financial needs. As an Associate Banker in… more
- WSP USA (San Diego, CA)
- …signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including ... Opportunity** WSP is currently initiating a search for an ** Associate Environmental Scientist** for our **San Diego, CA** office....a part of a growing organization that meets our client 's objectives and solves their challenges. In this role,… more
- H&R Block (Encinitas, CA)
- …+ **Prepare complete and accurate tax returns** + **Generate business growth, increase client retention, and offer additional products and services ** + **Provide ... **525387BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we...or related field** + **Previous experience in a customer service or retail environment** + **Experience working in a… more
- H&R Block (Solana Beach, CA)
- …+ Prepare complete and accurate tax returns + Generate business growth, increase client retention, and offer additional products and services + Provide clients ... **524884BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we...or related field + Previous experience in a customer service or retail environment + Experience working in a… more
