Current jobs related to Client Services Associate - San Diego - Dunham Trust Company
-
Client Service Associate
3 weeks ago
San Diego, California, United States TalentLink Solutions Full timeJob Title: Client Service AssociateRemoteLink Solutions, a subsidiary of TalentLink Solutions, is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, handling client inquiries, and performing various...
-
Client Service Associate
5 days ago
San Diego, California, United States TalentLink Solutions Full timeJob Title: Client Service AssociateJob Summary:RemoteLink Solutions is a subsidiary of TalentLink Solutions, a leading provider of hiring and human resources consulting solutions for the financial services community. We are seeking a highly motivated and detail-oriented Client Service Associate to join our team.Responsibilities:* Prepare advisors for...
-
Client Service Associate
1 month ago
San Diego, California, United States Vets Hired Full timeAbout the JobWe are seeking a highly skilled Registered Client Service Associate to join our team at Vets Hired. As a key member of our client-facing team, you will be responsible for delivering exceptional service to our clients and ensuring their needs are met.Key ResponsibilitiesUpdate management systems with accurate and timely client informationProvide...
-
Client Service Associate
5 days ago
San Diego, California, United States Vets Hired Full timeAbout the RoleAt Vets Hired, we're seeking a highly skilled Registered Client Service Associate to join our team. As a key member of our client-facing team, you will be responsible for maintaining accurate and up-to-date management systems, educating clients on our services and capabilities, and providing exceptional support to our clients.Key...
-
Client Service Associate
3 weeks ago
San Diego, California, United States PIMCO Full timeJob Title: Client Service AssociatePIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers...
-
Registered Client Service Associate
5 months ago
San Diego, United States Vets Hired Full timeAbout the job Registered Client Service Associate Job TypeFull TimeYour roleAre you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to:keep management systems up-to-date with client informationeducate clients on account services and capabilitieshelp with the preparation of reports and...
-
Senior Client Service Associate
4 weeks ago
San Diego, California, United States TalentLink Solutions Full timeJob Title: Senior Client Service AssociateTalentLink Solutions is seeking a highly skilled and experienced Senior Client Service Associate to join our team. As a key member of our operations team, you will be responsible for providing exceptional client service and support to our ultra-high net worth clients.Key Responsibilities:Manage client accounts,...
-
Registered Client Service Associate
5 months ago
San Diego, United States Vets Hired Full timeAbout the job Registered Client Service Associate Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of...
-
Senior Client Service Associate
2 weeks ago
San Diego, California, United States TalentLink Solutions Full time{"title": "Senior Client Service Associate", "description": "Job SummaryTalentLink Solutions is seeking a highly skilled and experienced Senior Client Service Associate to join our team. As a key member of our operations team, you will be responsible for providing exceptional client service, managing client relationships, and ensuring the smooth operation of...
-
Client Service Associate
2 months ago
San Diego, California, United States Vets Hired Full timeAbout the Role At Vets Hired, we're seeking a skilled Client Specialist Associate to join our team. As a champion of our brand, you'll be the voice of the company for customers, delivering exceptional service and experiences through various channels. Key Responsibilities * Provide top-notch customer service, addressing inquiries and concerns via phone,...
-
Client Service Associate
5 months ago
San Diego, United States TalentLink Solutions Full timeCompany Overview:RemoteLink Solutions seeks to establish itself as the premier back-office solution for independent financial advisors nationwide. Our solution allows an advisor to fill the need for an assistant without taking on the liability, training, and management of hiring an employee. In some cases, we may be helping advisors who want to grow but are...
-
Client Service Associate
5 days ago
San Diego, California, United States PIMCO Full timePIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...
-
Client Services Associate
2 weeks ago
San Diego, California, United States Veritext Legal Solutions Full timeOverviewAt Veritext Legal Solutions, we strive to provide exceptional service to our clients. As a Client Services Associate, you will play a crucial role in exceeding client expectations by proactively managing their requests and issues on cases and litigation matters.Key ResponsibilitiesRespond to client requests in a timely and professional manner.Resolve...
-
Client Service Associate
2 weeks ago
San Diego, California, United States Vets Hired Full timeAbout the RoleWe are seeking a highly skilled Client Specialist Associate to join our team at Vets Hired. As a champion of our brand, you will be the voice of the company for our customers, providing exceptional service and support through various channels.Key ResponsibilitiesDeliver outstanding customer experiences through phone, email, and social media...
-
Client Service Associate
2 weeks ago
San Jose, California, United States Raymond James Financial Services Full timeJob SummaryRaymond James Financial Services is seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role is responsible for providing high-quality administrative support to Financial Advisors, their clients, and branch staff. The ideal candidate will have excellent communication skills, be able to multitask, and work...
-
Senior Client Service Associate
2 months ago
San Diego, United States TalentLink Solutions Full timeOur firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families. We function as a multi-family office and are looking the one person that can run our client service and operations. Being a small team, this role is critical to our success! You will be responsible for portfolio...
-
Senior Client Service Associate
2 months ago
San Diego, United States TalentLink Solutions Full timeOur firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families. We function as a multi-family office and are looking the one person that can run our client service and operations. Being a small team, this role is critical to our success! You will be responsible for portfolio...
-
Client Service Associate
5 months ago
San Diego, United States TalentLink Solutions Full timeCompany Overview:RemoteLink Solutions seeks to establish itself as the premier back-office solution for independent financial advisors nationwide. Our solution allows an advisor to fill the need for an assistant without taking on the liability, training, and management of hiring an employee. In some cases, we may be helping advisors who want to grow but are...
-
Sr. TM Client Services
3 weeks ago
San Diego, United States Axos Financial, Inc. Full timeThe Treasury Management Client Services Associate will provide tier 2 support and customer service, as well as lead client onboarding and training on suite of Treasury Management products and services. They will apply knowledge of Treasury Management Onboarding Associate, Client Service, Associate, Onboarding, Treasury, Management, Business Services
-
Client Services Associate
3 weeks ago
San Diego, United States Veritext Legal Solutions Full timeVeritext is the global leader in legal litigation and deposition solutions providing the most skilled court reporters, advanced technology and unparalleled service to help our clients achieve successful outcomes anytime and anywhere Overview: Providing our clients with exceptional service is the foundation of our business. In Client Services, it is your goal...
Client Services Associate
2 months ago
CLIENT SERVICES ASSOCIATE - FINANCIAL SERVICES Dunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion dollar firm. We work with close to 1,400 Financial Advisors across all 50 states. Dunham is an independently owned Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC, helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. As a Client Services Associate , you will be responsible for managing new and existing accounts, including but not limited to account opening, funding, and ongoing maintenance. This position is the point of contact for issue resolution and client inquiries and entails significant interaction with both clients and financial advisors via phone, email, and other electronic media. Extreme professionalism is required at all times. To excel in this position, the ideal candidate is enthusiastic, team-oriented, and possesses the ability to provide exceptional customer service. This is an onsite position in San Diego. We are unable to sponsor visas at this time. ESSENTIAL JOB FUNCTIONS Execute mutual fund trade requests and portfolio rebalancing requests; Set up, review, and verify new accounts; Ascertain that policies and procedures for customer requests have been adhered to in accordance with all compliance requirements; Work across internal departments (Analysts, Sales, and Operations) to accomplish daily tasks, workflows, and ongoing projects; Serve as point of contact for issue resolution and client requests; Update financial advisors on progress and resolution of client issues/requests; Provide clients and financial advisors with account-related information; Support internal departments with campaigns and projects; Discuss investment advisory products and platforms with existing and prospective clients; Perform other job-related duties as assigned. REQUIREMENTS Bachelor’s degree, preferably in business or finance; Current FINRA SIE, Series 7 and 65/66 license or willingness to complete within designated timeframe; Minimum 2 years of experience working in a client service role, preferably in the financial services industry; Proficiency in Microsoft Office; Excellent organizational and interpersonal skills; Ability to contribute and thrive in a lively team-based setting. Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits. Health & Welfare Medical, Dental & Vision (choices vary by state) Life and AD&D Insurance (company paid) Short-Term & Long-Term Disability (company paid) Long-Term Care Insurance (company paid) Flexible Spending Plans (Medical and Dependent Care) Employee Assistance Plan (company paid) Domestic Partner benefits Aflac Other Great Benefits 401(k) Plan with generous company match Employee Stock Purchase Plan Paid Time Off (PTO) and Holiday benefits Company-Sponsored Events #J-18808-Ljbffr
