Full-Time Client Relation Associate jobs in California

Now available 9 results are consistent

Sort by:relevance - date

FINANCIAL & CLIENT SERVICE ASSOCIATE

Work with the Advisor in preparing for client review meetings. Prepare client portfolio analysis. Run investment illustrations. Work with financial planning software and Microsoft office products. Handle after meeting follow-up an...

CompanySterling Wealth Partners
AddressTustin, CA
CategoryAccounting/Finance
Salary$23 - $33 an hour
Job typeFull-time
Date Posted 3 days ago See detail

Financial & Client Service Associate

Sterling Wealth Partners

Tustin, CA

$23 - $33 an hour

Work with the Advisor in preparing for client review meetings. Prepare client portfolio analysis. Run investment illustrations. Work with financial planning software and Microsoft office products. Handle after meeting follow-up an...

Employer Relations Associate (Student Services Professional II)

Cal State University Fullerton

Fullerton, CA

This is a temporary position to end on or before 6/30/2025 with a possibility of renewal on an annual basis if funds and/or program needs exist.About CSUFStanding on 241 acres in the heart of Southern California, the University wa...

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...

Client Relations Specialist - CA EOR

Maxim Healthcare Services

Fresno, CA

Maintains the confidentiality of program participants. Completes the consumer admissions/intakes as directed by the management team. Completes quarterly customer service calls. Attends consumer service planning meetings as instruc...

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...

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...

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...

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...

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...