Senior Client Associate - Los Gatos

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a c ...

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. · ...

We are an independent, · established wealth management firm looking · for a motivated and detail-oriented · associate to join our team in San Jose's vibrant downtown Willow Glen.401(k) · ...

The client service associate is a critical part of the Mariner Wealth Advisors team responsible for delivering extraordinary client service and care.As one of the first associates clients connect with the client service associate is instrumental in making sure clients have a posi ...

The client service associate is a critical part of the Mariner Wealth Advisors team, · responsible for delivering extraordinary client service and care. As one of the first associates clients connect with,Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) ...

Description · The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care.  As one of the first associates clients connect with, the client service associate is instrumental in making sure c ...

About The JobLuis Vuitton is seeking an organized Client Care Associate.Louis Vuitton is a company that respects the uniqueness of each employee and offers everyone the means to find their place and prosper. · We promote initiatives aimed at supporting professional equality for e ...

We are an independent wealth management firm seeking a motivated associate to support client operations. The ideal candidate is a team player eager to grow their career in wealth management and will assist advisors via daily interaction with clients. The primary role will be in o ...

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. · ...

About Us · Find out if this opportunity is a good fit by reading all of the information that follows below. · Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise ...

Job Description · Acrisure West is a collective of entrepreneurial agencies who've built one of the fastest-growing platforms in financial services. Today, we're a global fintech leader using advanced AI, data, and technology to reinvent how insurance and financial services are s ...

We are seeking an organized, motivated Client Care Associate who will ensure that every Client is treated according to the Louis Vuitton Promise. · Missions: Leading by example, you will discover your Clients and their every need, guide them in every aspect of Client Care and cul ...

We're looking for a Client Associate to: · keep management systems up-to-date with client information · educate clients on account services and capabilities · help with the preparation of reports and other materials for client meetings. · collect the right documentation for openi ...

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. · We care about each other, reaching our potential, making a difference to our communities, and achi ...

Your role · Do you enjoy going above and beyond and ensuring client's needs are met and exceeded? · We're looking for a Registered Client Service Associate to: · perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.) · assist cl ...

As a Client Service Associate you'll play a critical role in ensuring an exceptional client experience. · ...

Louis Vuitton is seeking an organized, motivated Client Care Associate. · Discover your Clients and their every need, · ,guide them in every aspect of Client Care and cultivate trusting relationships with them; · ,making sure they feel cherished, understood and a special part of ...

· Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with ...

We are an independent wealth management firm seeking a detail-oriented associate to join our team. The ideal candidate will support client operational implementation and provide daily interaction with the firm's clients. · Provide support to advisor team and assist in servicing t ...

Job Description · This role is direct support of the Client Engagement Manager (CEM) and Managing Director (MD) and showroom operations. The position focuses on assisting with customer experience activities, showroom coordination, and administrative and operational support for Sa ...