Jobs near Long Beach: 15,256

RS

Relevance Score ranked on: CLIENT SERVICE

Private Wealth Management Registered Client Service Associate

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

Search Terms: Client Service, Management, Associate, Registered, Private

88.4

2mi

Updated: September 11

Client Service Associate, Optin

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

Search Terms: Client Service, Associate, Client Support, Service, Skills

88.2

2mi

Updated: September 10

Specialist, CPD Client Services

Responsible for providing exemplary customer service and support for Wholesale CPD accounts through email and call-center activities. Manages and maintains front-end, custom client web sites, and back-end reporting and analytical tools to launch, monitor, and maintain high levels of customer web-to-p...

Search Terms: Client Service, Specialist, Customer Service, Retail, Business Services

86.8

2.5mi

Updated: September 03

Treasury Management Client Services Associate II

The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services. This role serves as a key point of contact for clients regarding Treasury Management product inquiries, onboarding...

Search Terms: Client Service, Management, Treasury, Associate, Client Support

85.5

12mi

Updated: September 12

Client Service Associate, Account Processing

Open and maintain various account types for Correspondent Broker-Dealers, ensuring proper AML setup and documentation Prepare PMA and Prime Broker approval packets for committee review Perform quality control on documentation received for new accounts, checking for compliance and completeness Process...

Search Terms: Client Service, Processing, Associate, Account, Service

84.8

12mi

Updated: September 09

Licensed Client Service Associate - FOUNTAIN VALLEY

Fountain Valley

Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable law...

Search Terms: Client Service, Associate, Licensed, Processing, Service

84.5

15mi

Updated: September 10

J.P. Morgan Advisors - Client Service Manager - Los Angeles, CA

Join our team at J. P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firm...

Search Terms: Client Service, Service Manager, Advisor, Manager, Support Staff

84.1

12mi

Updated: September 04

Client Service Monitor

The Client Services Monitor (CSM) works directly on-site and is responsible for keeping participants safe, supporting daily operations, community standards and helping Hope the Mission's Interim Housing programs run smoothly. The CSM plays an important role in creating an environment that is safe, st...

Search Terms: Client Service, Monitor, Program Manager, Operations, Service

84.1

12mi

Updated: September 04

Client Service Monitor - PT & FT

The Client Services Monitor (CSM) works directly on-site and is responsible for keeping participants safe, supporting daily operations, community standards and helping Hope the Mission's Interim Housing programs run smoothly. The CSM plays an important role in creating an environment that is safe, st...

Search Terms: Client Service, Monitor, Program Manager, Operations, Service

84

12mi

Updated: September 03

Religious Client Services Spclst

The Religious Client Services Specialist (RCSS) is one of the key people to set the tone of service within the Religious Client Services branch. The RCSS will perform a wide range of services including; account servicing/maintenance; resolving complex customer concerns; and completing all levels of c...

Search Terms: Client Service, Operations Manager, Customer Service, Skills, Processing

83.8

6.7mi

Updated: August 11

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