Jobs in client service associate

job title
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Growing Investment Firm Seeking Sr. Client Service Associate

california newport beach orange orange county standard
Have you worked in this industry for a while, but maybe your current or previous firm felt it was not a great long-term fit; whether it’s the culture, organizational structure, or office politics? ...
2 weeks ago

Wealth Management Associate - Newport Beach, CA

california newport beach colorado model
The Wealth Management Associate is a client-facing role. Through a combination of marketing methods, client-management skills, and market and product knowledge, the Wealth Management Associate partners with team members to address the specific needs ...
2 weeks ago

Part Time Adoptions And Client Service Associate - Santa Cruz, CA 95065

california santa cruz standard
Adoptions & Client Service Associate Job Title: Adoptions & Client Service Associate Department: Shelter Job Classification: Full-Time Hourly, Non-Exempt Position Job Relationships: Reports to Shelter Manager Adoption and Client Service Associates are public-facing staff ...
3 weeks ago

New Client Service Associate For Growing Firm (non Sales Role)

california newport beach orange orange county
SilverOak Investments, LLC is a small, but rapidly growly registered investment advisory firm that grew 6x in AUM in the past 4 years. Currently, we are a four-person firm, in our late 20’s-30’s, with ...
1 month ago

Client Services Associate - Sacramento, CA

california sacramento standard
Wurm & Frye Wealth Management is seeking an energetic and detail oriented Client Service Associate (CSA). This position will be an integral part of an established, reputable and still growing boutique wealth Management firm ...
1 month ago

Client Service Associate - San Francisco, CA 94117

california san francisco standard
TO APPLY, visit ABOUT YGSF Yoga Garden SF is a community-centered, Yoga Alliance registered yoga school with three studios in the heart of San Francisco's trendy NOPA neighborhood, where some ...
2 months ago

Commercial Banking-Client Service Associate, CCBSI (Irvine, CA) - Irvine, CA 92614

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CCBSI The Corporate Client Banking & Specialized Industries group is part of Commercial Banking at JPMorgan Chase and focuses on U.S. and Canadian companies typically with revenues of over $500mm which require traditional ...
2 months ago

Client Service Associate For A North County Wealth Management Firm

Cornerstone Wealth Advisors, Inc., is a growing, fast-paced and professional wealth management firm, providing our clients with the highest level of care and service. We value our employees; promoting from within and offering benefits ...
2 months ago

Client Service Associate - Riverside, CA

california riverside
Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’...
2 months ago

Client Service Associate - Modesto, CA 95357

california modesto
Client Service Associates (CSA) are the initial point of contact with clients. Their main role is to build rapport with pet owners and assist them with their various needs. CSAs perform clerical duties related ...
2 months ago