Client Associate jobs at EmploymentCalifornia.com (page 1)

Displaying 1-10 of 1000 results

Registered Client Associate: Tennison Group - Los Angeles, California; Accounting / Finance; Position Description: A global investment firm seeks a Registered Client Associate for their team of Financial Advisors. Position is responsible for all aspects of client servicingwhich includes heavy interaction with, and problem solving and strategizing forhigh net worth prospects, clients and intermediaries. Position provides analytical and support functions related to managing the investment process such as portfolio analysis, account creation, maintenance and reconciliation, trading, financial reporting, and special projects. The Registered Client Associate plays a key role in identifying (see more)

Direct client Associate Authentication Analyst: Caresoft Inc. - California; Customer Service; Position: Associate Authentication Analyst! Location: Mountain View, CA Duration: 12 Months+ Job Description: Duties: The following is a list of the core job functions: The Authentication Specialist is expected to perform and prioritize Core job function centers on processing customer orders for specific products and/or actively managing faxes/emails and filing. The Authentication Specialist ensures the following tasks are completed by following our policies and procedures: Determine if customers company is a legitimate legal business entity. Determine if customers company has legal right to (see more)

Client Service Associate: Walt Disney Parks & Resorts - Los Angeles, California; Banking / Mortgage; The Walt Disney Company is a world-class entertainment and technological leader. Walts passion was to continuously envision new ways to move audiences around the worlda passion that remains our touchstone in an enterprise that stretches from theme parks, resorts and a cruise line to sports, news, movies and a variety of other businesses. Uniting each endeavor is a commitment to creating and delivering unforgettable experiences and were constantly looking for new ways to enhance these exciting experiences. Bring your individual talents here and discover for yourself why a career with Disney is (see more)

Registered Client Service Associate: UBS Financial Services Inc. - San Francisco, California; Administrative / Clerical; Job Summary and Mission: The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide administrative support to designated financial advisor(s) * Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other * Work (see more)

Client Services Associate: Select Data Inc - California; Administrative / Clerical; Select Data, Inc., a home healthcare/hospice Revenue Cycle Management Services and Software Company located in Anaheim, CA, has an immediate opening for a Client Services Associate for the Client Services Department. Full-Time Salary Commensurate Overview: The Client Services Associate is accountable for the day to day tasks within the department and will also assist the Client Services Associate in several areas such as performing clerical duties and building client relationship. Responsibilities Establish and implement project plan to keep all team members and client informed of (see more)

Client Services Associate: Alpha Personnel - Los Angeles, California; Sales / Sales Management; PLEASE ONLY APPLY WITH PREVIOUS PRIVATE WEALTH OR MONEY MANAGEMENT BROKERAGE EXPERIENCE This is one of the top Private Wealth Management firm. They deal with very high net worth clients and have offices internationally. They have beautiful offices and a professional forward thinking atmosphere. They are fast paced, friendly and in need of an excellent Client Associate. They are looking for a very client and team oriented candidate. Must be able to work in a fast paced extremely client oriented environment. The right candidate will have a work hard play hard attitude. They would like two plus (see more)

Registered Client Service Associate: UBS Financial Services Inc. - California; Administrative / Clerical; Job Summary and Mission: The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide administrative support to designated financial advisor(s) * Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other * Work (see more)

Senior Client Service Associate: UBS Financial Services Inc. - San Francisco, California; Administrative / Clerical; Your job, as a Senior Client Service Associate, is to: Play a central role in enhancing the client experience by focusing your time on servicing and growing the Financial Advisor's business Interface with external clients, anticipate their needs, solve their problems, and follow through to provide exceptional service Provide service to internal branch clients by interfacing with management, servicing the relationships with your assigned Financial Advisors, coordinating with the operations function, and performing administrative duties Support and drive firm initiatives Maintain risk awareness (see more)

Client Services Associate Merchant Services Orange County Cr: Confidential - Orange County, California; Customer Service; Client Services Associate Merchant Services Are you looking for an exciting client services opportunity dealing with emerging market technology firms from around the world? Are you experienced in merchant services? If so, we want to meet you. We are a leading provider of merchant services to global businesses in unique and emerging business categories. Position Requirements: 2+ Years Experience in a Client Services Role Within Merchant Services Strong Computer Skills (Outlook, Excel, Word, Adobe PDF, Scanning, Internet) Excellent Communication (phone and email) Exceptional Customer Service (see more)

CLIENT SERVICE ASSOCIATE Huntington Beach Ctr: Citi - California; Customer Service; Reference Code: 12016190 Location: Huntington Beach, CA, USA Education Level: High School Diploma/GED Description Citi Personal Wealth Management (CPWM) provides financial planning and wealth management services via our branch-based Financial Advisors and Centralized service centers. CPWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions. The goal for CPWM is to lead the industry in client-centric investments. This position will assist Financial Advisors and clients with maximum administrative and (see more)

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