- HSBC (Cupertino, 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
- Wells Fargo (San Jose, CA)
- …for completeness and forwarding to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and ... **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more… 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
- Morgan Stanley (Cupertino, 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). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Cupertino* **Requisition ID:**… more
- Morgan Stanley (Los Gatos, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Los Gatos* ... *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
- KPMG (Santa Clara, CA)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112752 - 13 **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 Jose, CA)
- Wealth Management Client Associate San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- JPMorgan Chase (Palo Alto, 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
- 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
- Stanford University (Stanford, CA)
- Associate Director, Donor Experience **Graduate School of Business, Stanford, California, United States** Development Post Date Aug 19, 2024 Requisition # 104283 ... Development Communications in the Stanford Graduate School of Business (GSB) seeks an Associate Director, Donor Experience . The Associate Director will work… 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 ... 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
- KPMG (Santa Clara, CA)
- **Business Title:** Audit Associate , Japanese Practice | Multiple Locations Summer/Fall 2025 **Requisition Number:** 118178 - 13 **Function:** Audit **Area of ... about your future as we are, join our team. KPMG is currently seeking an Audit Associate to join our Audit Services team. Responsibilities: + Work as part of a team… more
- InGenesis (San Jose, CA)
- …clinical and ancillary staffing engagements, delivering orientation classes, and ensuring client and employee satisfaction. The Associate Program Manager will ... InGenesis is currently seeking a Healthcare industry Associate Program Manager to be part of a...part of a Program Management Team and assist the Client Program Manager across all aspects of a Managed… 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...about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining… more
- Stanford University (Stanford, CA)
- Associate Director of Operations/Senior Paralegal Manager, Mills Legal Clinic **School of Law, Stanford, California, United States** Administration Post Date Jul 19, ... Requisition # 104014 Stanford Law School seeks a full-time Associate Director of Operations/Senior Paralegal Manager to support the...MLC is to provide law students with the practical experience of working with real clients and communities on… more
- KPMG (San Jose, CA)
- …Excellent oral and written communication skills + Ability to travel and work at client locations + Technical skills and experience with research and development ... **Business Title:** Senior Associate , Tax - R&D Credits (AMCS) **Requisition Number:**...and development (R&D) tax credit consulting services, including leading client interviews and discussions, performing tax technical research and… more
- H&R Block (Santa Clara, CA)
- …and hold all tax office associates accountable to Service Standards execution and client service experience , with escalation to the Multi-Unit Team Leader and ... **550811BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the… more
- Atria Wealth Solutions (San Jose, CA)
- …(or 63 and 65) and California Insurance License + Financial services industry experience + Client -focused + An excellent listener with strong communication ... relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to… more
- The ODP Corporation (San Jose, CA)
- …with customers in a friendly and knowledgeable manner, creating a positive shopping experience while driving sales. As a Store Associate , you will actively ... and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a… more