Client Associate Jobs in California

Freestone Capital Management - San Francisco, CA, United States (+1 location)

, commitment and continuous improvement every day and welcome new Freestoners to join us. Freestone is searching for qualified candidates to join our Client Service Team as a Client Service Associate (CSA

from: linkedin.com - 7 days ago

K2 Financial Partners - Glendora, CA, United States

. Our mission is to guide individuals and families toward their financial aspirations through trust-centered counsel, education, and exceptional service. Position Summary: As a Client Service Associate

from: linkedin.com - 7 days ago

Gallagher - Glendale, California

in Microsoft Office and basic math skills. Preferred: Life & Health License (or botained within the first 90 days of employment) Associate's degree, professional certification, or equivalent training

from: resume-library.com - 4 days ago

Morgan Stanley - Menlo Park, CA, United States (+1 location)

POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists

from: linkedin.com (+1 source) - 12 days ago

Initiative - , CA, United States

The Associate Director, Client Solutions, Analytics, supports the Director in their mission to deliver business-appropriate, best-in-class solutions for Initiative clients. You partner with the integrated

from: linkedin.com - 8 days ago

Morgan Stanley - Beverly Hills, United States (+4 locations)

POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists between [INSERT MIN.] and [INSERT MAX.] per [hour/year] at the commencement of employment

from: efinancialcareers.com - 22 days ago

International Search Consultants - , CA, United States

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

from: linkedin.com - 21 days ago

Quantum Financial Advisors - Santa Monica, CA, United States

When clients need something, and they know how helpful and responsible you are, they’ll reach out directly to you with questions, requests...

from: linkedin.com - 21 days ago

Morgan Stanley - Napa, United States

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists between $35,000 - $85,000 per year

from: efinancialcareers.com - 2 days ago

Adero Partners - , CA, United States

Adero Partners is searching for a Client Service Associate to join our team, with locations available in either Portland, Oregon, or the Bay Area. While this role is fully remote, we do offer

from: linkedin.com - 24 days ago