Legal Administrative Assistant: Private Client Services - San Diego, CA

We are seeking driven professionals to join our winning team. Apply today and embark on a journey that promises growth, success, and the opportunity to make a real difference · ...

Elevate your career in a rewarding and fast-paced environment at ASI, committed to delivering client satisfaction. · ...

Join us in making a positive impact on our clients' financial futures and enjoy a fulfilling career in a supportive and dynamic environment.We pride ourselves on our customized approach to wealth management—focusing on growing, protecting, and conserving our clients' wealth. · Se ...

We're seeking a detail-oriented,Customer-focused Client Service Administrator join ourSan Diego office.This role is central to delivering the first-class experience our clients expect and ensuring our operations run smoothly. · ...

Mindgruve is seeking a Director, Client Services who has experience working with integrated campaigns for large clients and managing a team of account people. This person's role will be to maintain, strengthen and grow client relationships through comprehensive strategy, oversigh ...

We are seeking an experienced Client Service Representative to join our team at VCA Market Street Animal Hospital.VCA takes its mission statement – your pet's health is our top priority and excellent service is our goal – very seriously. · We're looking for a personable yet highl ...

If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, · ,,Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medi ...

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. · The Client Service Specialist will have a direct impact on the clien ...

Description · Summary/Objective: · Manages programs and client relationships and oversees the workload and performance of Aspen Consultants, Independent Consultants, and Contractors for some of our largest accounts. Requires strong time management and communication skills, as wel ...

We value collaboration, precision, and client focus—and we're looking to add a Client Service Associate who shares our high-performance and high-integrity culture. · Custodian Support (Schwab & Fidelity) · Serve as the primary liaison with Schwab and Fidelity for account setup, t ...

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. · SUPPORTING THE FA/PWA/TEAM IN CULTIVATING AND ENHANCING NEW AND EXISTING CLIENT RELATIONSHIPS · ...

Job summary The Client Service Coordinator plays a crucial role in managing the flow of clients and pets through the veterinary hospital ensuring efficient operations and exceptional client service. Responsibilities Live and exemplify the Five Principles of Mars Inc within self a ...

We're seeking a detail-oriented, client-focused Client Service Administrator to join our San Diego office. · ...

+ Prepares and processes client paperwork + Acts as a liaison between registered representatives and clients + Answers phones, schedules appointments and prepares materials for client meetings + Maintains client records and retention management within corporate requirements High ...

The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively manage their health and welfare programs. · ...

The Client Services Representative supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience.This person works directly with the Registered Representative(s) to prepare and ...

We value collaboration, precision, and client focus—and we're looking to add a Client Service Associate who shares our high-performance and high-integrity culture. · Custodian Support (Schwab & Fidelity)Serve as the primary liaison with Schwab and Fidelity for account setup, tran ...

The Client Services Representative supports Financial Advisors with running their day-to-day Investment practice while enhancing the customer service level and experience. · This role can also be the first step of the career pathing program to future opportunities that require in ...

The Client Service Associate is dedicated to ensuring exceptional communication and service delivery to clients. · Serve as the primary point of contact for all client queries and concerns. · Coordinate the scheduling of portfolio review meetings in accordance with the availabili ...

+Job summaryHelp Brands Win on Amazon - and Love Where You Work+Department OversightTeam LeadershipOperational EfficiencyPeople ManagementMultiple medical plan options through Anthem Blue CrossDental & vision insurance (including orthodontia and annual exams)Pet benefit program w ...

The Client Services Receptionist is responsible for answering incoming calls in a timely manner, providing information about products and services, handling customer complaints, sorting emails and faxes, · and assisting client services associates with various tasks. · Answer inco ...