Sign upLog in
JobsJobs in CaliforniaJobs in Walnut Creek, CABusiness JobsClient Services JobsClient Associate Jobs in Walnut Creek, CA
1,193 Results for

Client Associate Jobs in Walnut Creek, CA

345 CALIFORNIA STREET:SAN FRANCISCO

City:.

United States of America

Work hours/week:.

Wells Fargo & Co logo

San Francisco, CA8 days ago
  • $30.77–$45.67 Per Hour

li>Execute various administrative functions for the PF Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

San Francisco, CA30+ days ago
  • $80,000–$100,000 Per Year

An employees pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.

  • Client Interaction: Maintain regular and proactive contact with clients regarding new account documents, LOAs, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc.

    • Mill Valley, CA11 days ago
    • $25–$45 Per Hour

    Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAThis job will be open and accepting applications for a minimum of seven days from the date it was posted.

    San Francisco, CA30 days ago
    • $25–$44 Per Hour

    Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

    San Francisco, CA30+ days ago

    p>As a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement.

    JPMorgan Chase & Co. is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

    San Francisco, CA30+ days ago

    Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

    San Francisco, California30+ days ago

    div>

    Dodge & Cox is seeking an experienced Client Service Associate (CSA) to join our Client Service team and partner with our Client Portfolio Managers (CPMs) to manage our separate account relationships for high net worth investors, family offices, and non-profit organizations. The successful candidate will coordinate all non-investment aspects of these relationships and interface with members of our internal Operations, Legal, Compliance, Trading, and Portfolio Management departments as well as with external custodians to meet our client’s investment objectives while providing excellent personal service.

    New!

    Danville, CA4 days ago

    li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    Dublin, CA11 days ago

    li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    Walnut Creek, CA30+ days ago

    li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    Redwood City, CA30+ days ago

    Job Responsibilities: • Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires • Support business unit operational procedures and compliance requirements (e.g. Required Qualifications, Capabilities, and Skills: • A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam • A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment.

    Morgan Stanley logo

    Walnut Creek, CA30+ days ago
    • $34,320–$90,000 Per Year

    Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

    To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

    Morgan Stanley logo

    San Francisco, CA30+ days ago
    • $34,320–$90,000 Per Year

    Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

    To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

    Similar Job Searches

    Client Manager JobsClient Representative JobsClient Service Associate JobsClient Services Manager JobsDirector Of Client Services Jobs

    Stand out to leading employers.

    Upload your resume and let employers find you for new Client Associate job openings. Plus, receive relevant job matches delivered straight to your inbox.

    Create A Free Account