Senior Client Service Associate - Newport Beach

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. · ...

We're looking for a motivated, fast-learning addition to our team. Reporting to the assigned advisor with additional guidance from the Lead Sr. Client Service Associate is responsible for maintaining successful client partnerships and serving as the primary point of contact for c ...

We are looking for a motivated, fast-learning addition to our team. The position offers excellent exposure to executive leadership, multiple avenues for advancement at a growing firm and the opportunity to learn about several facets of wealth management.Manage and lead the client ...

The Associate, Client Service is an integral part of APC's institutional business development team. · Assist with various aspects of internal business development functions under close supervision. · Including but not limited to: · ...

+Job summary · As a Customer Service Associate, you will be interacting with our customers who come to the counter in order to process their rental. · Provide world class customer service by managing the rental (and occasionally return) process, in compliance with Hertz's policie ...

We are a majority employee-owned investment management organization seeking an Associate, Client Service to support our institutional business development team. This individual will provide data gathering and organization support, assist with monthly and quarterly reporting, and ...

As a Customer Service Associate you will be interacting with our customers who come to the counter in order to process their rental. · ...

The Associate, Client Service is an integral part of APC's institutional business development team. · Gather and organize data used across the product suite. · Prepare monthly and quarterly reporting for institutional portfolios. · ...

We are seeking a Client Service Associate to join our team. As a Client Service Associate, you will work collaboratively with the service team to manage a book of business and provide day-to-day service for employee benefits clients. · The ideal candidate will have a bachelor's d ...

Registered 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. · ...

The Store Consultant consistently delivers a positive customer experience to all customers, · utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions. · This job is focused on providing an excellent customer service and ensuring that ...

Customer service sales associate provides world class customer service, manages rental process, and resolves issues in compliance with company policies. They welcome customers, represent the company professionally, and focus on providing a clean and safe vehicle. · ...

We are seeking a candidate experienced in Family Office Accounting and/or Trust Administration to help support the operations of a growing family office and private fiduciary practice. · ...

This role provides world class customer service by managing the rental (and occasionally return) process in compliance with Hertz's policies and procedures. Provide customers assistance with directions maps local area information appropriate service information etc. Review all ch ...

The Branch Seasonal Associate role offers college students an opportunity to learn about the wealth management industry and branch operations. · ...

This position combines hands-on contributions with educational exposure to financial planning, client service and operational processes. · ...

The Branch Seasonal Associate role offers college students an opportunity to learn about the wealth management industry and branch operations. · ...

This role offers college students an opportunity to learn about the wealth management industry and branch operations. Branch Seasonal Associates will assist with administrative tasks, observe financial advisors, and support projects that enhance client experience. · ...

AtHyatt,wecareaboutourguestsselectingusbecauseofcaringandattentiveassociateswhofocusonprovidingeffective · Atpointsofinteractionwithguestsandassociatesthiscanbeachievedbybeingfriendly · ...

The Associate Lead is primarily responsible for supporting management in general operations of the store to ensure a great customer experience and maximum profitability. · ...