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Client Service Associate Jobs in California

94 jobs

Desire to work with clients across a spectrum of industries? Enjoy interacting with C-level executives? Eager to launch a rewarding career? If so, we need to talk!... Due to growth, we are currently seeking a qualified Client Service Associate to join our team of dedicated professionals. In this mission critical positon, we will rely on you to support our CEO and Managing Director in engaging ...
Desire to work with clients across a spectrum of industries? Enjoy interacting with C-level executives? Eager to launch a rewarding career? If so, we need to talk!... Due to growth, we are currently seeking a qualified Client Service Associate to join our team of dedicated professionals. In this mission critical positon, we will rely on you to support our CEO and Managing Director in engaging ...
Desire to work with clients across a spectrum of industries? Enjoy interacting with C-level executives? Eager to launch a rewarding career? If so, we need to talk!... Due to growth, we are currently seeking a qualified Client Service Associate to join our team of dedicated professionals. In this mission critical positon, we will rely on you to support our CEO and Managing Director in engaging ...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ou...
Capital Growth, Inc., an established financial planning and investment advisory firm which employs 7 advisors and 3 administrative staff is seeking a full time Client ServiceAssociate. The salary range is $50,000-$65,000+. The company website is CapitalGrowthInc.com. Job description: We are seeking someone that has comprehensive knowledge and formidable experience in assisting advisors in a fi...
Investing can be one of the most important and nerve-racking things in peoples lives having capable, talented people providing great service helps our clients have confidence in the firm and their future. In the Client Service Associate (CSA) role, being of service to others is seen as a privilegeone where your efforts have a direct impact on our firm and the clients.You will help set our clients ...
Job Description: Up and coming tech firm in West LA is eagerly seeking a Client Services Associate to help support their expanding business. The role encompasses many responsibilities and is meant for someone who is truly a self-starter, capable of multi-tasking and interacting with clients on a daily basis. Primary Functions: - Answering phones and providing A+ customer service - Creating client...
Investing can be one of the most important and nerve-racking things in peoples lives having capable, talented people providing great service helps our clients have confidence in the firm and their future. In the Client Service Associate (CSA) role, being of service to others is seen as a privilegeone where your efforts have a direct impact on our firm and the clients. You will help set our clients...
Job Description: Individual will work as a member of the Global Reporting Team to produce accurate client reporting and ad hoc data analysis in a timely manner. § Produce all standard and custom client reports for Western Asset Management’s global client base; ensure accuracy and timely delivery § Respond to ad hoc requests for data and analytics from internal and external clients § Provide speci...
Overview: Individual will work as a member of the Global Reporting Team to produce accurate client reporting and ad hoc data analysis in a timely manner. Responsibilities: Responsibilities/Duties: Produce all standard and custom client reports for Western Asset Managements global client base; ensure accuracy and timely delivery Respond to ad hoc requests for data and analytics from internal a...
MA_CSA-2 - Client Service Associate ESSENTIAL FUNCTIONS AND BASIC DUTIES: Interact and collaborate daily with clients, advisors, and staff via email, phone, facsimile, and face-to-face interactions Manage advisors’ calendars & book travel arrangements Print reports and prepare client documents for advisor appointments (utilizing Excel, Word, PowerPoint, & Adobe) Prepare and process paperwork ...
MAG_14FE1E8978B - Client Services Associate ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Support Sales Team to help new clients transition to the firm Follow up with clients to coordinate opening of new accounts, transferring of assets, and other needs Process client distribution requests; hel...
Job Description: Our rapidly growing Registered Investment Advisor (RIA) firm in the East Bay seeks an experienced client service associate to join our team. The position requires someone who is highly reliable, extremely detail-oriented and organized, have experience working with highly confidential and sensitive materials, meet all required deadlines, have the ability to execute precise instruc...
Job Description: Today we seek to grow and enrich our team by adding an outstanding Client Service Associate who embodies our beliefs. We believe clients come first. Every action we take is in, and for, our clients’ best interest. We consistently remind ourselves that we exist because of our clients. We believe trusted relationships are sacred. Trust forms the foundation of our relationships and,...
**Job Reference #:** 137332BR **City:** Century City **Job Type:** Full Time **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’ll: – keep management systems up-to-date with client information – educate clients on account services and capabi...
Responsible for providing, prompt, accurate and courteous response to internal and external preferred banking clients inquires. Work effectively with team members to maximize customer service and resolve client needs. Ask questions to understand clients full banking needs and interact with other internal banking departments to ensure complete banking needs are met. Demonstrate versatility and cust...
SUMMARY OF RESPONSIBILITIES Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
SUMMARY OF RESPONSIBILITIES Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
**Job Reference #:** 138857BR **City:** Los Angeles Branch **Job Type:** Full Time **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’ll: – keep management systems up-to-date with client information – educate clients on account services and ...