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Associate Client Advisor jobs in California

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ASSOCIATE CLIENT SERVICES ADVISOR

Welcome to our home. Our US headquarters sits in the heart of San Diegos UTC area. It features an open, modern aesthetic with lots of collaboration spaces, free lattes and nitro cold brew coffee on tap! From our San Diego base, w...

CompanyVistage Worldwide
AddressSan Diego, CA
CategoryRetail
Job typeFull-Time
Date Posted 4 weeks ago See detail

Associate Client Services Advisor

Vistage Worldwide

San Diego, CA

Welcome to our home. Our US headquarters sits in the heart of San Diegos UTC area. It features an open, modern aesthetic with lots of collaboration spaces, free lattes and nitro cold brew coffee on tap! From our San Diego base, w...

4 weeks ago seen See more...

Tax Senior Manager, Private Client Advisors

Armanino

San Ramon, CA

$110,000 - $225,000 a year

Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns. Provide co...

5 days ago seen See more...

Associate Wealth Advisor - Frontier Investment Mgmt

Hightower Advisors

San Ramon, CA

$65,000 - $85,000 a year

Onboard new clients. Help with preparation for and follow-up from client reviews. Respond to client service requests. Prepare investment proposals. Support multiple roles across the firm advisory, financial planning, operations,...

4 days ago seen See more...

Client Contracts Associate

Blackrock

Sausalito, CA

$108K - $137K a year

Draft, negotiate, and review standard client investment advisory agreements, sub-advisory agreements, terms of use, and amendments. Coordinate contract reviews and approvals across business functions as necessary (e.g., Sales, Leg...

4 days ago seen See more...

Block Advisor Accelerated Tax Associate

H&R Block

Lafayette, CA

Up to $27 an hour

Conduct face to face tax interviews that will inspire confidence in our clients. Prepare complete and accurate tax returns Generate business growth, increase client retention, and offer additional products and services Potential t...

4 days ago seen See more...

Sales Associate/Beauty Advisor

Sally Beauty Supply

San Clemente, CA

From $16.50 an hour

Employee discount. Evening shift. Weekends as needed. Cosmetology License (Preferred). Day Shift (Preferred). Night Shift (Preferred)....

a week ago seen See more...

Seasonal Client Associate

Bank Of America

San Francisco, CA

$66.7K - $84.5K a year

Provides excellent Client Service to the bank's clients through educating them on all of our service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and supports the other Client Associates...

2 weeks ago seen See more...

Tax Partner, Private Client Advisors

Armanino Llp

San Ramon, CA

Perform partner level compliance review and tax return signoff. Be a trusted advisor by being the primary point of contact for client throughout the year to discuss updates in their business, needs and potential solutions, account...

3 weeks ago seen See more...

Summer Associate, Client Service, 2024

Alphasights

San Francisco, CA

$14,423 a month

You thrive in a fast-paced, results-oriented environment. You possess a client-first mindset. You excel under pressure and enjoy working to tight deadlines. You are gritty, resilient and ready to roll up your sleeves and make thin...

3 weeks ago seen See more...

Operations Client Service Associate 2

State Street

Sacramento, CA

Not disclosed

Perform for operational tasks. Focus on processing for day to day business in hedge fund accounting. Work with managers on client specific projects and initiatives. Learn and understand the operating environment and help managemen...

2 weeks ago seen See more...

Client Service Associate

Escalon Services, Inc.

San Mateo, CA

$61.8K - $78.3K a year

Bachelors degree required. At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs. Excellent written and verbal communication skills. St...

2 weeks ago seen See more...

Client Advisor - Contemporary

Neiman Marcus Group

Canoga Park, CA

Maintain a customer-centric mentality. Demonstrate expert styling and brand knowledge, improve sales through Technology and Wardrobing. Understand how to showcase product differently based on if a client is remote or in-person...

3 weeks ago seen See more...

Associate Manager, Client Connect

Disney Entertainment

Santa Monica, CA

Own tracking of incoming RFPs, outgoing output and sold details. Collaborate with a variety of internal/external partners, contributing to the development of market leading ad sales opportunities and sponsorship programs that driv...

3 weeks ago seen See more...

Client Advisor, Full Time

Ferragamo Usa Inc

Beverly Hills, CA

Demonstrate active leadership on the selling floor, to drive individual and team objectives and be accountable for sales results. Actively promotes a positive work environment through teamwork and collaboration. Assist operations...

4 weeks ago seen See more...

Associate, Client Service I

Bny Mellon

San Francisco, CA

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Here's a few of our awards: Fortune World's Most Admired Companies & To...

4 weeks ago seen See more...

CLIENT ADVISOR (FT) - PACIFIC PALISADES

Zimmermann

Los Angeles, CA

18.00-20.00 Per Hour

Previous sales experience in luxury designer fashion. Excellent customer service skills and a passion for exceeding customer expectations. A professional, welcoming character and presentation. High attention to detail. Knowledge o...

4 weeks ago seen See more...

CLIENT ADVISOR, SAN FRANCISCO UNION SQUARE - Future Opportunity

Gucci

San Francisco, CA

18.07-18.25 Per Hour

Consistently achieve or exceed monthly and seasonal individual and store sales goals, enhancing and developing the business;. Provide an exceptional customer service experience by exceeding client expectations, demonstrating an ex...

a month ago seen See more...

Client Advisor | Bloomingdale's Valley Fair

Burberry

San Jose, CA

INTRODUCTION We aim to provide an environment for creative minds from different backgrounds to thrive, bringing a wide range of skills and experiences to everything we do. As a purposeful, values-driven brand, we are committed to...

a month ago seen See more...

Client Advisor-Small Business and Tax

H&R Block Careers

Cupertino, CA

Facilitate and manage the preparation and review company federal tax returns and the accurate, timely filing of all tax forms. Ensure accurate, timely filing of consolidated federal, state and local income tax returns and other bu...

a month ago seen See more...

CLIENT ADVISOR (PT) - SAN FRANCISCO

Zimmermann

San Francisco, CA

18.00-18.00 Per Hour

Previous sales experience in luxury designer fashion. Excellent customer service skills and a passion for exceeding customer expectations. A professional, welcoming character and presentation. High attention to detail. Knowledge o...

a month ago seen See more...

Client Advisor | Nordstrom Santa Anita

Burberry

Los Angeles, CA

INTRODUCTION We aim to provide an environment for creative minds from different backgrounds to thrive, bringing a wide range of skills and experiences to everything we do. As a purposeful, values-driven brand, we are committed to...

2 months ago seen See more...

Client Advisor - Designer Sportswear

Neiman Marcus Group

Canoga Park, CA

Maintain a customer-centric mentality. Demonstrate expert styling and brand knowledge, improve sales through Technology and Wardrobing. Understand how to showcase product differently based on if a client is remote or in-person...

2 months ago seen See more...

Client Service Associate

Gpac Talent Network

Fresno, CA

Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accu...

4 weeks ago seen See more...

Advisor Associate: Wealth Management

Nfp

San Francisco, CA

Provide support to Advisors in all areas of financial planning. Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.). Create proposals for prospective clien...

a month ago seen See more...

Associate Financial Advisor / Paraplanner

Farther Finance

San Francisco, CA

Generate andupdate financial plans for prospective clients in planning software. Analyze and recommend investment portfolios for clients. Perform tax impact analysis for client portfolios changes. Coordinate all prospect and cli...

a month ago seen See more...

Client Service Associate

Cibc

San Francisco, CA

$57.5K - $72.8K a year

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationshi...

2 months ago seen See more...

Senior Registered Client Service Associate-Newport Beach, CA

Raymond James Financial, Inc.

Newport Beach, CA

$60.3K - $76.4K a year

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...

2 months ago seen See more...

Client Service Associate

Edelman Financial Engines

Roseville, CA

$70.7K - $89.6K a year

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork Supervise client account activity, researching and resolving issues Prepare and review all new ac...

2 months ago seen See more...

Client Service Associate / Executive Assistant (RH01)

Ameriprise Financial

San Diego, CA

$60,000 - $65,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Professional development assistance. 8 hour shift. Monday to Friday. San Diego, CA 92130: Relocate before starting work (Required)....

2 months ago seen See more...

What should I search to find Associate Client Advisor jobs in California?

People who searched for Associate Client Advisor jobs in California also searched for Optical Sales Associate, Associate Systems Engineer, Wealth Management Advisor, Associate Project Manager, Front Desk Associates, Call Center Associate, Associate Manufacturing, Audit Senior Associate, Project Management Advisor, Client Services Consultant, Insurance Sales Advisor, Associate Medical Director, Associate Process Engineer, Finance Advisor, Retail Store Sales Associate, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in California

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