- Morgan Stanley (Long Beach, CA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate ** * **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Raymond James Financial, Inc. (Los Angeles, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Citigroup (Hermosa Beach, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… 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 (Long Beach, 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
- HUB International (Long 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 ... for providing strategic direction, managing both carrier as well as client relationships, and overseeing the development and delivery of innovative insurance… more
- HUB International (Long 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 ... 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 (Long 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 ... 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
- WTW (Los Angeles, CA)
- …within our Technology, Media & Telecom Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- CBRE (Los Angeles, CA)
- … Client Care Senior Associate to support capital raising efforts and client service for its flagship US enhanced return fund series. Reporting directly to ... Sr. Associate , Client Care Job ID 183837 Posted 14-Oct-2024 Service line REI Segment Role type Full-time Areas of Interest Customer Service , Investment… 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 (Los Angeles, CA)
- Wealth Management Client Associate Los Angeles, 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
- JPMorgan Chase (Los Angeles, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… 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
- Topgolf (Torrance, CA)
- The Client Associate is responsible for maintaining...to drive and reward repeat business + Adhere to client service standards and company policies and ... the in-store sales and service experience and promoting sales culture within the retail...**EDUCATION AND EXPERIENCE** + Minimum 1-year experience in a client services related capacity **PHYSICAL REQUIREMENTS / WORK ENVIRONMENT… more
- NCR VOYIX (Los Angeles, CA)
- …best-known brands around the world to your local favorite around the corner. The Client Training Associate is a specialist role within the Hospitality Field ... Deployments team performing duties including client trainings, installations, go live support, and on-site troubleshooting. This role requires basic knowledge of POS… 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 (Los Angeles, 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 ... Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2...Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is routinely exposed to a variety of pets… more
- Banfield Pet Hospital (Seal Beach, CA)
- Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and ... * Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets… more
- Morgan Stanley (Los Angeles, CA)
- …such as document maintenance, money movement, trade support and various approvals. The Service Associate must have the ability to resolve problems using all ... and knowledge of Microsoft Office products * Exceptional writing, interpersonal and client service skills * Detail oriented with superior organizational skills… more