Senior Client Service Associate

Position OverviewWith a legacy of over 60 years in the Financial Services sector, Raymond James is on the lookout for a proactive Senior Client Service Associate. This role is based in Newport Beach, CA, and is ideal for individuals who are detail-oriented and possess strong problem-solving skills. The successful candidate will deliver exceptional...

Job OverviewWe are seeking a highly skilled and detail-oriented individual to join our team as a Client Services Associate. This role will be responsible for providing exceptional customer service, administrative support, and operational coordination to ensure the smooth day-to-day functioning of our office.Key ResponsibilitiesCustomer Service: Serve as the...

Position OverviewGENERAL SUMMARY: The Client Services Associate is expected to be exceptionally organized, professional, and proactive; a collaborative team member who adapts quickly, is highly detail-oriented, and operates efficiently with minimal oversight. This role is crucial for fostering membership growth for premier fitness clubs.KEY...

Become a part of a team that champions your aspirations and nurtures your professional journey At Corient Private Wealth LLC, we assist high-net-worth individuals and families in leading fulfilling lives while safeguarding their wealth for future generations. Our mission is to surpass expectations, simplify complexities, and build enduring legacies. We are...

About Corient Private Wealth LLCCorient Private Wealth LLC is a leading wealth management platform in the United States, serving more than 10,000 clients and managing over $100 billion of assets through offices located across the country.Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client...

Job OverviewAs a Senior Associate in Customer Success, your primary focus will be to ensure the long-term success and value delivery for our clientele. You will manage Customer Success initiatives across essential client interactions, which include onboarding new users, providing support and training, and reaching out to clients at risk of disengagement.Key...

Job OverviewAs a Senior Associate in Customer Success, your primary objective will be to ensure sustained success and value for our clientele. You will manage Customer Success initiatives across critical client interactions, including onboarding new users, providing support and training, and reaching out to clients at risk of disengagement.Key...

Senior Associate, Client BillingPIMCO, a global leader in active fixed income, seeks a highly motivated and intellectually curious professional to join its team of revenue experts as a Senior Associate in the Client Billing department.Key Responsibilities:Calculate and produce specialized fixed and incentive investment management fee invoices according to...

CFA Institute is a premier organization in the investment management industry, recognized for its commitment to excellence and integrity. We empower our clients by providing them with exceptional investment insights and solutions across various asset classes. Our culture promotes inclusivity and diverse perspectives, fostering an environment where innovative...

CFA Institute is a prominent organization in the finance sector, recognized for its expertise in investment management and financial analysis. We are dedicated to providing our clients with exceptional service and innovative solutions tailored to their needs. As a Senior Associate in Investment Fee Management, you will play a pivotal role in our Client...

The CFA Institute is a prominent organization in the investment management sector, renowned for its expertise in financial analysis and investment strategies. We are committed to delivering exceptional service to our clients while fostering a culture of excellence and collaboration. Are you an analytical and driven professional eager to contribute...

CFA Institute is a prominent organization in the finance sector, renowned for its expertise in investment management and financial analysis. We are committed to providing exceptional service to our clients while fostering a culture of excellence and collaboration. Are you an analytical and driven professional eager to make a significant contribution? The...

Position: Senior Accounting AssociateWork Arrangement: Hybrid (2-3 days per week)Location: Irvine/Newport BeachOverview: Alliance Resource Group Inc is collaborating with a prominent real estate and investment organization seeking to enhance their team with a Senior Accounting Associate due to internal advancement. This role involves close collaboration with...

The CFA Institute is a premier organization in the finance sector, renowned for its expertise in investment management and financial analysis. We are committed to providing our clients with exceptional service and innovative solutions in the realm of investment fees and revenue management. Are you an analytical and driven professional eager to make a...

Join our dynamic and expanding accountancy firm, dedicated to providing exceptional financial services. We are on a growth trajectory and are eager to welcome new talent to our team.Why consider a career with us? Attractive salary package with potential for annual performance bonuses Comprehensive health benefits including medical, dental, and vision...

Join the Soto Law Group, APC as we seek a passionate and committed Client Services Coordinator to enhance our team. If you thrive on delivering outstanding client support and have strong communication and problem-solving abilities, we invite you to explore this opportunity. This role is ideal for those with a service-oriented background or individuals...

CFA Institute is a renowned organization in the field of investment management, providing extensive expertise across various financial markets. We are dedicated to managing our clients' assets through a diverse range of investment opportunities, utilizing our profound knowledge of complex financial environments. Our commitment to excellence and strong...

Position OverviewWith a legacy of over 60 years in the Financial Services sector, Raymond James is on the lookout for a proactive Senior Client Service Associate. This role is situated in a dynamic environment where the ideal candidate will demonstrate exceptional attention to detail and innovative problem-solving skills. The position requires providing...

Job OverviewABOUT SRS REAL ESTATE PARTNERSSRS Real Estate Partners stands as a leader in the retail real estate sector. Our expertise is unparalleled, focusing solely on retail, which sets us apart from typical commercial real estate firms. Our dedicated professionals provide tailored services and solutions that adapt to the evolving landscape of the...

Tu Oportunidad En Charles Schwab, tienes la libertad de influir en tu trayectoria profesional. Aquí, el pensamiento innovador se encuentra con la resolución creativa de problemas, ayudándonos a "desafiar el status quo" y transformar la industria financiera juntos. Nuestra red de sucursales forma parte de la organización más amplia de Servicios al...