Jobs in client service associate

job title
city, province

Client Service Associate* - Cupertino, CA

Client Service Associate* Job Number: 3143952 POSTING DATE: Jan 15, 2020 PRIMARY LOCATION: Americas-United States of America-California-Cupertino JOB: Wealth Management EMPLOYMENT TYPE: Part Time JOB LEVEL: Non-Exempt DESCRIPTION POSITION SUMMARY: The Client Service Associate enhances the client ...
1 week ago

Investment Advisory Client Service Associate

san francisco
THE COMPANY Welcome to A Place of Possibility! Del Monte Group, LLC (DMG), based in Alamo, CA, is an independent, fee-only wealth manager specializing in creating custom family wealth strategies. Our philosophy encompasses investment ...
2 weeks ago

Client Service Associate (Full/Part-time)

Who we are: We're an independent financial advisory firm located in downtown Menlo Park, near CalTrain, and we're looking for both a full-time and part-time Series 7 licensed Client Relations Associate. We are hoping to ...
3 weeks ago

Fantastic Opportunity: Financial Advisor And Client Service Associate

san francisco
Capital Advantage, Inc. One of the East Bay’s leading and most successful 100% Fee-Only Registered Investment Advisor is excited to announce 2 new job openings for 2020. Capital Advantage, Inc is headquartered in Lafayette, CA and ...
1 month ago

Client Service Associate

You are The Studio (MDR)'s brand ambassador. You are passionate about fitness and helping others to join our community. You are the expert on all things (MDR) including membership options, studio amenities, instructors, ...
1 month ago

Executive Assistant/Client Service Associate

orange county
The Executive Assistant and Client Service Associate provides general administrative support to financial advisors while managing day-to-day office operations. Prefer at least 1+ years experience in busy office setting. Looking for dedicated, hard working, responsible, ...
2 months ago

Client Service Associate - Costa Mesa, CA

Our client is an award winning financial planning firm seeking a talented Client Service Associate for their Costa Mesa, CA location. The Client Service Associate provides full support to one or more Financial Planners, ...
2 months ago

Client Service Associate / Executive Assistant - San Diego, CA

san diego
DO YOU Enjoy working with people? Consider yourself detail-oriented? Love delivering high-level service? If so, then this is a great opportunity for you! OVERVIEW We are currently looking for a Client Service Associate / Executive ...
2 months ago

Client Services Associate - Stockton, CA 95204

KP LLC is looking for a Client Service Associate who wants to exceed Customer's expectations and provide overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: Provide assistance to ...
2 months ago

Client Service Associate - Oakland, CA 94607

Job Description The following partial duty requirements are required for the Client Services Associate: A love of dogs and a desire to support the animal welfare community Experience preferred in a front office reception ...
3 months ago