Full-Time Register Client Service Associate jobs in California

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SENIOR REGISTERED CLIENT SERVICE ASSOCIATE-NEWPORT BEACH, CA

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...

CompanyRaymond James Financial, Inc.
AddressNewport Beach, CA
CategoryEducation/Training
Salary$60.3K - $76.4K a year
Job typeFull-time
Date Posted 2 months ago See detail

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...

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...

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...

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)....

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...