Registered Client Service Associate Jobs in Walnut Creek, CA | Glassdoor
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Registered Client Service Associate Jobs in Walnut Creek, CA

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  • 3.5
    First Republic – San Francisco, CA
    Est. Salary $49k-$70k
    14 days ago 14d
    sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events… across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects…
  • 3.7
    Edward Jones – Walnut Creek, CA
    13 days ago 13d
    investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and… income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What is…
  • 3.5
    UBS – San Francisco, CA
    Est. Salary $39k-$62k
    7 days ago 7d
    other materials for client meetings – collect the right documentation for opening new accounts and service requests – plan team… ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with…
  • 3.8
    KAISER – Walnut Creek, CA
    Est. Salary $86k-$120k
    1 days ago 23hr
    Care Standards of the American Dietetic Association, California Dietetic Association (CDA), & American Society for Partenteraland… Nutrition Clerks, Nutrition Assistants and Diet Technician Registered but does not have the authority to hire, fire or discipline…
  • 3.4
    Bank of America – Walnut Creek, CA
    Est. Salary $57k-$87k
    11 days ago 11d
    Responsibilities of a Private Client Associate: Act as trusted advisor to, and an advocate for, clients and prospects; facilitate… Job Description: U.S. Trust: Private Client Associate (Development Program) Walnut Creek, CA Business Overview: U.S.…
  • 3.4
    Wells Fargo – San Francisco, CA
    Est. Salary $35k-$57k
    3 days ago 3d
    operational client service support to assist the business activities of the Financial Advisor(s). Interfaces directly with clients and… recognized equivalents) Desired Qualifications Strong client service skills Strong attention to detail and accuracy skills…
  • 3.4
    Bank of America – San Francisco, CA
    4 days ago 4d
    In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.7
    Raymond James – San Francisco, CA
    Est. Salary $51k-$82k
    5 days ago 5d
    maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact… , and spreadsheets to assist with servicing existing clients and prospecting for new clients. • Creates and maintains records…
  • 3.6
    Morgan Stanley – Orinda, CA
    5 days ago 5d
    PowerPoint. · Superior interpersonal, organizational and client service skills. Ability to prioritize tasks and meet deadlines.… DUTIES and RESPONSIBILITIES: · Client contact including responding to client requests and client outreaches. · Perform general…
  • 3.5
    SCS Global Services – Emeryville, CA
    Est. Salary $44k-$65k
    18 days ago 18d
    information Provide high level of customer service throughout the audit process Work with clients throughout the year on certification… auditors Client Management Coordinate the audit process with clients and stakeholders Ensure that clients provide necessary…
  • 3.4
    Bank of America – San Francisco, CA
    5 days ago 5d
    In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.7
    Raymond James – San Francisco, CA
    Est. Salary $51k-$82k
    30+ days ago 30d+
    maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact… , and spreadsheets to assist with servicing existing clients and prospecting for new clients. * Creates and maintains records…
  • 3.5
    First Republic Bank – San Francisco, CA
    Est. Salary $56k-$82k
    6 days ago 6d
    our clients, provide diverse "best of breed" alternatives, and deliver an unparalleled level of service. The Client Service Operations… -ACAT), and internal client service. � Responsibilities: 1. Facilitate the client onboarding process for…
  • 3.2
    Umpqua Bank – Walnut Creek, CA
    20 days ago 20d
    few words that describe the Umpqua universal associate. You believe customer service begins with exceeding (not simply meeting)… or equivalent This position may require you to act as a Registered Mortgage Loan Originator (MLO) for open-ended transactions…
  • 3.8
    Lenox Advisors – San Francisco, CA
    5 days ago 5d
    work and accountability. A passion for client service. You enjoy talking with clients and are interested in getting to know them… offer advice and complete sales. Build client loyalty by providing an exceptional client experience through delivering trusted…
  • 3.2
    Umpqua Bank – Walnut Creek, CA
    18 days ago 18d
    words that describe the Umpqua universal associate. You believe customer service begins with exceeding (not simply meeting)… or equivalent This position may require you to act as a Registered Mortgage Loan Originator (MLO) for open-ended transactions…
  • 3.4
    Bank of America – Walnut Creek, CA
    24 days ago 24d
    Executive Job Description: Senior level associate who provides advice to clients with complex financial needs. A PCA focuses… relationship lead accountable for the clients experience •Leverage specialists, service officers and other expert resources to…
  • 3.8
    KAISER – Walnut Creek, CA
    Est. Salary $86k-$120k
    24 days ago 24d
    Care Standards of the American Dietetic Association, California Dietetic Association (CDA), & American Society for Partenteraland… Nutrition Clerks, Nutrition Assistants and Diet Technician Registered but does not have the authority to hire, fire or discipline…
  • 3.1
    Quest Diagnostics Incorporated – Walnut Creek, CA
    Est. Salary $79k-$105k
    1 days ago 1d
    laboratory information system. How To Apply Please Log In or Register to Upload a Resume and complete the online Application. Because… * Promptly and courteously answers the phone and assists clients and other departments. * Maintains a safe and neat work…
  • 3.4
    Bank of America – San Francisco, CA
    Est. Salary $40k-$63k
    25 days ago 25d
    In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 4.2
    Air Force – Walnut Creek, CA
    5 days ago 5d
    Excellent starting salary Qualifications Must be a registered nurse and a Doctor of Nursing Practice.Minimum six months… specialty is required. At least 12 months of experience as a registered nurse Completion of five-and-a-half Commissioned Officer…
  • 3.2
    Donan – San Francisco, CA
    Est. Salary $70k-$97k
    12 days ago 12d
    Position Requirements: Applicants must be an active registered Professional Engineer (P.E.) in the state in which they are… Responsibilities: Provides expert forensic analysis to our clients on an array of engineering projects. Provides honest and…
  • 3.2
    LendingClub – San Francisco, CA
    Est. Salary $48k-$71k
    17 days ago 17d
    ’ investor client base. In this role, the Associate will serve as a resource to multiple investment professionals and internal… Effectively build and maintain operational relationships with Registered Investment Advisors, Fund Administrators and Custodians…
  • 2.8
    Kindred at Home – Walnut Creek, CA
    Est. Salary $50k-$89k
    4 days ago 4d
    sources. Promote exemplary customer service to physicians, facility personnel, client and client family at all times. Primarily… required. Bachelor’s of Science in Nursing preferred. Registered Nurse Licensure required in state of practice. A minimum…
  • 2.7
    Gentiva, an affiliate of Kindred at Home – Walnut Creek, CA
    Est. Salary $52k-$91k
    4 days ago 4d
    sources. Promote exemplary customer service to physicians, facility personnel, client and client family at all times. Primarily… , delivers compassionate, high-quality care to patients and clients in their homes or places of residence, including non-medical…
  • 3.1
    Quest Diagnostics – Walnut Creek, CA
    Est. Salary $79k-$105k
    3 days ago 3d
    system. How To Apply Please Log In or Register to Upload a Resume and complete the online Application. Because… . Promptly and courteously answers the phone and assists clients and other departments. Maintains a safe and neat work area…
  • 3.4
    Bank of America – Walnut Creek, CA
    5 days ago 5d
    professional and client focused sales, investment, and business management training in the industry. PMD Associates will build upon… focusing on developing client relationships. With the assistance of mentors and managers, our PMD Associates will learn to develop…
  • 3.5
    Community Health Center Network – San Leandro, CA
    Est. Salary $83k-$103k
    25 days ago 25d
    among clients, clinical care team, and CHCN staff. Enforces policies and procedures, including maintenance of client confidentiality… Requirements Active, unrestricted, California Nursing License (Registered Nurse) Minimum three years of Medical clinical nursing experience…
  • 2.7
    Alameda Health System – Oakland, CA
    Est. Salary $113k-$146k
    20 days ago 20d
    reports to identifying current and potential clients. Assesses potential clients using the designated tools and initiates hospital-based… hospitalized clients. Maintains close working relationships with identified community-based providers. Visits clients/potential clients…
  • 3.2
    LendingClub – San Francisco, CA
    19 days ago 19d
    operations teams to deliver compelling investment solutions for clients. About You You will be an extraordinary leader on one of… inquiries Improve processes and procedures Diffuse and resolve client issues Liaison between teams in the investor group as well…
  • 3.7
    Robert W. Baird & Co. – San Francisco, CA
    17 days ago 17d
    Location: Marin County As a Registered Client Specialist you will: Be responsible for the client service & marketing functions of… in client assets and over 3,300 associates serving the needs of individual, corporate, institutional and municipal clients.…
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