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Edward Jones - Washington, DC
- Direct client Associate Authentication Analyst
- Caresoft Inc. - California
- Customer Service
- Position: Associate Authentication Analyst! Location: Mountain View, CA Duration: 12 Months+ Job Description: Duties: The following is a list of the core job functions: The Authentication Specialist is expected to perform and prioritize Core job function centers on processing customer orders for specific products and/or actively managing faxes/emails and filing. The Authentication Specialist ensures the following tasks are completed by following our policies and procedures: Determine if customers company is a legitimate legal business entity. Determine if customers company has legal right to (see more)
- Registered Client Service Associate
- UBS Financial Services Inc. - San Francisco, California
- Administrative / Clerical
- Job Summary and Mission: The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide administrative support to designated financial advisor(s) * Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other * Work (see more)
- Senior Client Service Associate
- UBS Financial Services Inc. - San Francisco, California
- Administrative / Clerical
- Your job, as a Senior Client Service Associate, is to: Play a central role in enhancing the client experience by focusing your time on servicing and growing the Financial Advisor's business Interface with external clients, anticipate their needs, solve their problems, and follow through to provide exceptional service Provide service to internal branch clients by interfacing with management, servicing the relationships with your assigned Financial Advisors, coordinating with the operations function, and performing administrative duties Support and drive firm initiatives Maintain risk awareness (see more)
- CLIENT SERVICE ASSOCIATE San Francisco
- Citi - San Francisco, California
- Customer Service
- Reference Code: 11046413 Location: San Francisco, CA, USA Education Level: High School Diploma/GED Description Citi Personal Wealth Management (CPWM) provides financial planning and wealth management services via our branch-based Financial Advisors and Centralized service centers. CPWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions. The goal for CPWM is to lead the industry in client-centric investments. This position will assist Financial Advisors and clients with maximum administrative and (see more)
- Client Escalation Associate
- First Republic Bank - San Francisco, California
- Administrative / Clerical
- Company Description Founded in 1985, First Republic Bank and its affiliated companies provide private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional relationship-based service through offices in the following geographies: San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Boston, Greenwich and New York City. Description The Eagle Experts team is an escalation task force - at the heart of both sales and operations - dedicated toward (see more)
- Registered Client Associate - San Francisco, CA
- Bank of America Corp. - San Francisco, California
- Banking / Mortgage
- Title: Registered Client Associate - San Francisco, CALocation: US-CA-San FranciscoOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but (see more)
- x-Registered Client Associate - Mill Valley, CA
- Bank of America Corp. - San Francisco, California
- Banking / Mortgage
- Title: x-Registered Client Associate - Mill Valley, CALocation: US-CA-Mill ValleyOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but (see more)
- Registered Client Associate - San Francisco, CA
- Bank of America Corp. - San Francisco, California
- Banking / Mortgage
- Title: Registered Client Associate - San Francisco, CALocation: US-CA-San FranciscoOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but (see more)
- Client Services Associate
- Select Data Inc - California
- Administrative / Clerical
- Select Data, Inc., a home healthcare/hospice Revenue Cycle Management Services and Software Company located in Anaheim, CA, has an immediate opening for a Client Services Associate for the Client Services Department. Full-Time Salary Commensurate Overview: The Client Services Associate is accountable for the day to day tasks within the department and will also assist the Client Services Associate in several areas such as performing clerical duties and building client relationship. Responsibilities Establish and implement project plan to keep all team members and client informed of (see more)
- Registered Client Service Associate
- UBS Financial Services Inc. - California
- Administrative / Clerical
- Job Summary and Mission: The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide administrative support to designated financial advisor(s) * Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other * Work (see more)
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