Financial Services Coordinator
16 hours ago
Gerber Kawasaki Wealth and Investment Management is a leading Independent Wealth and Investment Management firm seeking a highly skilled Client Services Associate to join our team. This is an exceptional opportunity for a motivated individual to grow and develop their career in a dynamic and supportive environment.
Key Responsibilities:- Provide exceptional support to our Financial Advisors and clients, ensuring seamless onboarding and ongoing lifecycle activities.
- Respond to requests for assistance from advisors in a timely and professional manner.
- Complete monthly and quarterly tasks, as well as work on ad-hoc projects as needed.
- Embrace change and adapt to new processes and technologies.
- Perform other administrative duties, including filing, photocopying, and faxing.
- 2+ years of experience in a similar role, preferably in financial services.
- Proficiency in Microsoft Office programs, including Word, Excel, PowerPoint, and Outlook.
- Excellent written and verbal communication skills.
- Strong organization and multi-tasking abilities.
- Ability to prioritize and manage multiple tasks and projects.
- Ability to maintain confidentiality and professionalism.
We foster a team approach and promote from within, offering opportunities for career growth and development. We are committed to building diverse teams that reflect our clients' needs and values. As an equal employment opportunity employer, we welcome applications from qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
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Financial Administrative Coordinator
1 month ago
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Experienced Financial Accountant
4 weeks ago
Santa Monica, California, United States A-Mark Financial Corporation Full timeExperienced Financial Accountant Position at A-Mark Financial CorporationA reputable financial services company is seeking a proficient Financial Accountant to enhance their in-house operations. The successful applicant will possess strong knowledge in accounting practices and bookkeeping, along with advanced skills in QuickBooks and Excel. Familiarity with...
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Financial Services Professional
2 weeks ago
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Financial Services Professional
3 weeks ago
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Financial Services Professional
2 weeks ago
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Financial Services Representative
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Financial Services Representative
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Financial Services Representative
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Sales and Service Coordinator
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Financial Services Representative
2 weeks ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the RoleThis is a unique opportunity to leverage your skills and experience in...
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Financial Services Representative
2 weeks ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the RoleThis is a unique opportunity to leverage your skills and experience in...
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Financial Services Representative
2 weeks ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the RoleThis is a unique opportunity to leverage your skills and experience in...
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Santa Clara, California, United States Abode Services Full timeAbout the RoleAbode Services is seeking a skilled Resident Services Coordinator to join our team in Santa Clara County. As a key member of our team, you will be responsible for providing housing stabilization services to households who are homeless and/or low-income.Key ResponsibilitiesProvide counseling and referral services to increase housing stability,...
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Financial Services Representative
2 weeks ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the Role:Provide expert advice and solutions to clients and businesses,...
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Santa Monica, California, United States Aimbridge Hospitality Full timeJob OverviewAs a Guest Services Coordinator, you will play a vital role in welcoming and registering guests, ensuring they receive exceptional service throughout their stay, and efficiently managing their accounts upon departure. Your primary duties will include: welcoming guests, managing reservations, and performing hotel operator and concierge functions....
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Financial Services Representative
2 weeks ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the Role:Provide expert advice and solutions to clients and businesses,...
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Financial Services Representative
2 weeks ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the Role:Provide expert advice and solutions to clients and businesses,...
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Financial Services Representative
7 days ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key player in our organization, you'll have the opportunity to make a real impact on the financial lives of our clients.About the Role:Obtain and maintain a professional license and stay up-to-date with...