Jobs in client service associate

job title
city, province

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

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 ...
3 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 ...
3 months ago

Client Service Associate - Riverside, CA

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’...
3 months ago

Client Service Associate - Modesto, CA 95357

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 ...
3 months ago

Client Service Associate (Los Angeles) - Los Angeles, CA 90024

santa monica
Primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and ...
3 months ago

Client Service Associate - Stockton, CA

Blakely Financial Services, a wealth management firm, located in Stockton, CA in search for a top-notch full-time Client Service Associate. This is an exciting opportunity for the individual who has great customer service and ...
3 months ago

Client Service Associate - Los Angeles, CA 90079

los angeles
The Client Service Associate (CSA) is an integral part of the employee advisor or branch support; responsible for utilizing the client relationship model & turnkey tools to assist the advisor in building efficiencies, growing ...
3 months ago

Director Of First Impressions/Receptionist

Director of First Impressions (Receptionist) Dynamic career opportunity for a mature, professional, caring, and creative Client Service Associate (high-level administrator) to join our rapidly growing, independent wealth management/financial planning firm in Coronado, CA. ...
4 months ago

Client Service Associate For Investment Advisory Firm

san jose
Title Client Services Associate LocationSan Jose, CA (this is not a remote job opportunity) Job DescriptionWe are looking for a qualified candidate for the position of a Client Services Associate (CSA) for our company. ...
4 months ago

Client Service Associate & Financial Service Assistant - Tustin, CA 92780

santa ana
Growing wealth management firm seeks energetic, motivated professional to help with client services, financial services, marketing support and general office duties. Looking for a team member committed to providing a signature level of service ...
4 months ago