- Morgan Stanley (Woodland Hills, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Woodland ... *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
- Raymond James Financial, Inc. (Newport Beach, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… 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 (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
- 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
- KPMG (Irvine, CA)
- … models to support a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied + Serve as a central ... **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition...overseeing our Japanese and Korean bilingual staff + Maintain 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
- JPMorgan Chase (Irvine, CA)
- …product implementations for JP Morgan Chase Clients from around the world. As a Client Onboarding Associate within the Commercial Bank, you will lead a project ... and maintain strong relationships with key partners in Relationship Management, Sales, Service , Operations and Product Management + Manage client and partner… 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
- Banfield Pet Hospital (West Covina, CA)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... 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
- BluePearl (Irvine, CA)
- **BluePearl Pet Hospital is hiring an extraordinary Client Service Coordinator.** + Are you an excellent customer service professional? + Do your peers turn ... to hear from you. At BluePearl Veterinary Partners, our Client Service Coordinators are imperative to the...hospital. In this position, you are the first BluePearl Associate that the client sees. You will… more
- VCA Animal Hospitals (Tustin, CA)
- …have knowledge of veterinary terminology. ESSENTIAL FUNCTIONS: * Customer service functions, including: greeting visitors, answering telephones, and guiding clients ... scratches, and animal waste If you are a current associate , you need to apply through our internal career...to $21 per hour. **If you are a current associate , you will need to apply through our internal… more
- Grant Thornton (Newport Beach, CA)
- …+ Desire to pursue applicable professional certification as outlined above + Exceptional client service and communication skills with a demonstrated ability to ... skills across our various Risk solutions. As a Risk Associate you'll have opportunities to build client ...new technologies to collaborate with team members and enhance service delivery + Utilizing various data collection techniques, selecting… more
- City National Bank (Woodland Hills, CA)
- …to work directly with clients on a daily basis in handling all areas of client service , operational tasks, and sales consultation. Expert in all aspects of ... *RELATIONSHIP ASSOCIATE - PBB* WHAT IS THE OPPORTUNITY? Their...providing exemplary client service and assisting clients with any...providing exemplary client service and assisting clients with any branch transaction. Actively… more
- WTW (Irvine, CA)
- …and absence management benefits for clients. Responsibilities include: + Partnering with client service team leader to deliver superior project management + ... **Description** As a Health and Benefits Associate you will contribute to a wide variety...Providing superior client service in response to day to...Providing superior client service in response to day to day … more
- WTW (Irvine, CA)
- …and absence management benefits for clients. Responsibilities include: + Partnering with client service team leader to deliver superior project management + ... **Description** As a Health and Benefits Lead Associate you will contribute to a wide variety...Proactively advising clients and providing superior client service in response to day to… more
- WTW (Irvine, CA)
- …to support client decisions + Partners with Global Delivery Centers and Client Service teams to deliver superior project management + Communicates complex ... be considered: Irvine, CA As a Healthcare Financial/Actuarial Lead Associate you will contribute to a wide variety of...quality deliverables on time and within budget + Strong client service orientation and ability to respond… more