...Full-time
Description
As a Customer Success Associate you will be responsible for delivering an excellent user experience for our clients. You will own Customer Success... ...You will partner with Sales & Account Management to identify meaningful client engagement...
Suggested
Holiday work
Full time
Summer work
Visa sponsorship
Flexible hours
...on the West Coast. Providing exceptional client service and highly customized investment... ...array of services including investment management and consulting, fiduciary, philanthropic... ...Position Summary
The Client Advisory Associate supports Senior Client Advisors with account...
Suggested
Full time
Local area
...Client Advisory Associate
Newport Beach, CA
ISC's team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisory Associate opportunity. They are looking to add key players to their Orange...
Suggested
...POSITION SUMMARY:
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client
experience through... ...participate in firm initiatives directed by local management
* Regularly seek opportunities to use firm resources for...
Suggested
Temporary work
Local area
...Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of... ...operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships...
Suggested
Full time
Internship
Seasonal work
Shift work
...private markets. We invest our clients' capital across a range of fixed... ...portfolios. As a Senior Associate, you will closely partner with client management and work cross-functionally to... ...and demanding responsibilities successfully
Integrity and Continuous Learning...
Suggested
Flexible hours
Shift work
...Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem... ..., in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with...
Suggested
Full time
Work experience placement
Remote job
Shift work
...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...
Suggested
Full time
Internship
Flexible hours
Shift work
Day shift
...including your own.
We’re actively seeking a talented Manager & Associate Actuary to join our pricing team in Newport Beach, CA or Omaha... ...'ll play a key role in Pacific Life’s growth and long-term success by leading the transaction pricing team for our Pension Risk...
Suggested
Holiday work
Full time
Work experience placement
Remote job
Flexible hours
Shift work
Sr. Client Service Specialist page is loaded Sr. Client Service Specialist... ...and up to date at all times; manage money movement.Maximize... ...newly hired Client Service Associates.Assist with ad-hoc projects... ...employment is conditioned upon the successful completion of a background...
Suggested
Permanent employment
Full time
Temporary work
Flexible hours
$80k - $100k
...Location: Newport Beach, CA
Job Title: Client Service Associate
Requirements:
--Bachelor's... ...mobility for multiple career paths. Successful candidates for this position will have... ...experience a plus
--Time management and organizational skills with an emphasis...
Suggested
Full time
...trusted partners with a long, rich history of successfully navigating the financial markets to preserve, protect, and enhance our clients' wealth and well-being across generations... ...range of services that span investment management, consulting, fiduciary expertise,...
Suggested
$22 - $25 per hour
...ACADEMIC SUPPORT ASSISTANT
Job Title: Student Success Coach
Office / Department: Office of Academics & Students Affairs /... ...success.
Helps students to identify, develop, and implement time management, learning strategies and study skills.
Refers students to...
Suggested
Part time
Night shift
...incident responses, answering incoming calls and emails, collecting client information, and scheduling corresponding appointments. Care... ...Excellent organization and coordination skills with the ability to manage multiple tasks, projects and deadlines.
Excellent attention...
Suggested
...and charismatic phone sales representative to achieve maximum success in our intake call center.
Ideal candidates will have EXCELLENT... ...services. Our team is driven by a commitment to excellence, client satisfaction, and continuous improvement. Joining Sweet James means...
Suggested
Shift work
...challenges and adapt to our clients' needs. Put simply, when clients... ...knowledge to become a sales associate in the brokerage division,... ...plan, target, negotiate, and manage accounts; conduct market research... ...at multi-tasking and work successfully within set time frames and manage...
...fill the fast-paced role of Client Services Coordinator. As one... ...think through complex issues. Success in this position lends itself... ...clients and partners and handle associated follow-up; meetings may be... ...problem solving, and support to manage (often complex) problems...
Local area
Remote job
Work from home
Flexible hours
Night shift
...work with top-rated carriers to design robust coverage for our clients. Unleash your potential and join our spirited team, where you'll... ...opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion...
Local area
Flexible hours
...exceptional service to our clients, subconsultants, co-workers... ...environment.
As a Project Manager at CAKE, you will use your strong... ...)
~3+ years of experience successfully managing the implementation... ...Bachelor's or Associates Degree.
Physical Requirements...
Holiday work
Full time
Temporary work
Local area
Remote job
$80k - $100k
...Job Title: Senior Associate - Private Client Services
Job Location: 4 Locations Hiring (Beverly Hills, Woodland Hills, Newport Beach, El... ...k+
Requirements: 1-2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Banking...
Holiday work
Full time
Remote job
...private markets. We invest our clients' capital across a range of... ...clients.
Overview
The successful individual will be responsible... ...Collaborate with the Legal managed service team responsible for... ...negotiation of legal agreements and associated documentation, providing...
Contract work
Flexible hours
Our Sales Associate are iconic, approachable, and connected to our customers... ...and holidays.
Engage with clients to create a life- long... ...they need to enjoy success on the job and to live a healthy... ...Resources. Sales Leads, Assistant Managers, General Managers and District...
Holiday work
Full time
Temporary work
Flexible hours
Night shift
ABOUT The success and safety of every mission depends on getting needed supplies, materials... ...duties in inventory control, financial management, physical distribution systems,... ...to credit hours toward a bachelor’s or associate degree through the American Council on Education...
Full time
Work experience placement
Worldwide
...Overview
We are looking for a Family Office Associate to join our Personal CFO Services area.... ...is responsible for supporting multiple clients with a variety of accounting and... ...tracking of client bills and filings
Manage bill collection and processing
Research...
Work experience placement
...are growing and looking for a Call Center Associate to join our team!
Our Call Center Associates... ...service and professionalism to our clients.
Ability to influence others.
Other duties as assigned
A successful candidate will have the following skills and...
Hourly pay
Work visa
...individuals eager to share our story and our success with everyone who walks through that door... ...thrive
Following up on prospective clients
Handling members concerns in a... ...details can be provided by the studios hiring manager if you are selected to move forward in the...
Orion Risk Management, an Alera Group Company is seeking an Assistant Account Manager Trainee... ...mutual accountability and shared success?
If that is what you’re looking for, this... ...procedures and timeframes
• Add and maintain client files on the computer according to...
Traineeship
Orion Risk Management is seeking a Commercial Lines Account Manager to join their Property... ...through mutual accountability and shared success.
If that is what you’re looking for, this... ...business and the point of contact for clients while maintaining a high level of client...
...proactive mindset that fuels our drive for success. We work with a people-first mentality... ....
About You
The Quality Assurance Associate is responsible for the meticulous... ...and practices.
Competence in project management and familiarity with Quality Assurance (...
...to all that join the team.
The Senior Associate will report to a sector head specialized... ...one sector and covering several REITs. Success in the role entails developing intimate... ...covered companies: properties, financials, management teams
Value a number of REITs using a...
Holiday work
Full time
Summer work
Flexible hours