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Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications a
Posted 1 month ago
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communic
Posted 1 month ago
Ensure delivery of exceptional customer service via telephone or through email by taking ownership of each customer inquiry, question or concern to resolution Make appropriate decisions on behalf of the customer quickly and effectively. Provide information and knowledgeable assistance efficiently and professionally. Ability to effectively prioritize work to ensure efficie
Posted 23 days ago
Job Title Client Service Advisor Location CA San Diego, B Street What you'll do Provide support to the Operations/Treasury Manager by servicing Settlement Services banking clients to ensure issues are resolved and customer is ultimately satisfied with the end result relating to operational activities, treasury management products and financial services; opening, maintaini
Posted 1 month ago
Stifel Financial
- San Francisco, CA
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. Essential Duties & Responsibilities Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports,
Posted 1 month ago
Job Title Client Service Advisor Location CA San Diego, B Street What you'll do Provide support to the Operations/Treasury Manager by servicing Settlement Services banking clients to ensure issues are resolved and customer is ultimately satisfied with the end result relating to operational activities, treasury management products and financial services; opening, maintaini
Posted 1 month ago
Provides detailed and accurate administrative, accounting, collections and customer service for Chapman University student accounts. Communicates clearly and concisely with all constituents. This position offers a hybrid schedule Responsibilities Accurate review of student accounting details. Clearly and concisely identify potential problems and resolve. Accurately correc
Posted 9 days ago
Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance wi
Posted 22 days ago
PIMCO 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 world's largest pr
Posted 24 days ago
Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients. Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex relationships. Team and peer group role model for other Wealth A
Posted 16 days ago
EisnerAmper
- New York, NY / Iselin, NJ / Miami, FL / 7 more...
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy t
Posted 29 days ago
Investment Analyst Sr Job Family Accounting/Finance Type Regular Full Time Position Status Getty Center Workplace Type Onsite Salaried/Hourly Salaried Hiring Pay Scale $128,381 $166,893 Annually Salary Commensurate with experience and internal equity Program/Department Investment Administration 0210 Investment Administration Requisition Number 2023 4183 ERRP Eligible No D
Posted 1 month ago
Description % of Time Spent Provide routine and non standard/complex transaction processing services (e.g., purchases, redemptions, exchanges, transfers, systematic plans, etc.), maintenance services (e.g., change of address, beneficiary, etc.), and new account establishment following defined policies and procedures to mutual fund shareholder accounts. Ensure proper docum
Posted 14 days ago
Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients. Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex relationships. Team and peer group role model for other Wealth A
Posted 16 days ago
International Scholar Advisor (ISA) will serve a critical role in the International Students and Scholars Office (ISS) by advising UCR international scholars, faculty, and staff. ISA will be expected to develop a good understanding of J 1 Scholar and H 1B regulations, immigration caseload management, and International Student and Scholar databases such as ISS online, ISSM,
Posted 3 days ago
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