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Keywords: Client Relationship Associate, Location: Costa Mesa, CA

Page: 1

Client Relationship Associate

with a background in sales or customer service, coupled with excellent communication skills. As a Client Relationship Associate.... Identify client needs and provide solutions. Analyze client feedback to identify trends and opportunities for improvement...

Posted Date: 29 Mar 2025
Salary: $23 - 26 per hour

Asset & Wealth Management, GS Ayco Workplace Advisory Solutions Relationship Manager, Associate - Newport Beach, CA

wellness? Goldman Sachs Ayco's Corporate Relationship Management team is focused on ensuring our clients and partners receive... YOUR POTENTIAL Own the strategic growth of our current client base by managing a limited number of corporate relationships...

Company: Goldman Sachs
Location: Newport Beach, CA
Posted Date: 09 Mar 2025

Client Service Associate

Associate (CSA) in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth... on status Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely...

Posted Date: 29 Mar 2025

Client Service Associate

Associate (CSA) in our Newport Beach office. The Client Service Associate will join a highly talented team of wealth management... on status Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely...

Posted Date: 29 Mar 2025

Senior Associate, Client Service - Aristotle Pacific Capital

through a culture focused on research, investment management and client success. We are currently seeking a Senior Associate..., Client Service to join our team. The Senior Associate, Client Service is an integral part of APC’s institutional business...

Posted Date: 08 Feb 2025
Salary: $85000 - 95000 per year

Private Wealth Client Associate

, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... help clients pursue the life they envision through a personal relationship with their advisory team committed...

Company: Bank of America
Location: Newport Beach, CA
Posted Date: 22 Mar 2025
Salary: $25 - 37 per hour

Registered Wealth Management Client Associate

, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... help clients pursue the life they envision through a personal relationship with their advisory team committed...

Company: Bank of America
Location: Newport Beach, CA
Posted Date: 12 Mar 2025
Salary: $26 - 40.5 per hour

Registered Wealth Management Client Associate

, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... help clients pursue the life they envision through a personal relationship with their advisory team committed...

Company: Bank of America
Location: Newport Beach, CA
Posted Date: 16 Feb 2025
Salary: $26 - 40.5 per hour

VP, Relationship Manager - Specialty

Job Description: Role Summary/Purpose: As the VP, Relationship Manager - Specialty, this role is responsible... for leading and managing all aspects of multi-client relationships and performance within the Lifestyle Specialty space. The VP...

Company: Synchrony
Location: Costa Mesa, CA
Posted Date: 29 Mar 2025

VP, Client Marketing Manager - Travel

Job Description: Role Summary/Purpose: As a Client Marketing Manager - Travel, you will be responsible for overall... member of the client team, primarily focused on leading marketing efforts while working in close collaboration with the...

Company: Synchrony
Location: Costa Mesa, CA
Posted Date: 11 Apr 2025
Salary: $185000 per year

Client Advisor - Costa Mesa

Associate who has a demonstrated track record in building client relationships and delivering exceptional customer service... with Customer Service needs, before or after sales Maintain brand's high standards. Client Relationship Management: Cultivate...

Location: Costa Mesa, CA
Posted Date: 20 Mar 2025

Client Operations & Servicing

operational liaison, focusing on oversight, client servicing, operational efficiency, and relationship management. The team... of client servicing and relationship management. Working directly with clients, brokers, and custodians. Collaborating...

Company: PIMCO
Location: Newport Beach, CA
Posted Date: 20 Mar 2025
Salary: $87000 - 93000 per year

Senior Associate, Investment Operations

as an innovator, industry thought leader and trusted advisor to our clients. Position Overview We are seeking a Senior Associate... role in overseeing the relationship and deliverable of our outsourced back-office service provider. This position...

Company: PIMCO
Location: Newport Beach, CA
Posted Date: 17 Apr 2025
Salary: $100000 - 112500 per year

Corporate Actions Senior Associate

. As a Corporate Actions Senior Associate, you will manage the lifecycle of all voluntary events, including tenders, exchanges, Dutch... at improving the overall effectiveness of the corporate actions function. The regulatory and client service environment...

Company: PIMCO
Location: Newport Beach, CA
Posted Date: 09 Apr 2025
Salary: $100000 - 112500 per year

TM Sales Associate I

with local/regional teams .Engagement and involvement in: client call preparation, proposal generation, relationship reviews..., including client pricing, presentation building, and portfolio management. Responsibilities are to be completed with limited...

Company: Fifth Third Bank
Location: Newport Beach, CA
Posted Date: 03 Apr 2025
Salary: $47100 - 94200 per year

Pause Studio, Spa/Health/Wellness Associate/Sales - Part Time

Associates are the resident experts and the key to our client experience as they play a pivotal role in sales, customer service.... This Studio Associate job is an hourly position and is a great opportunity to learn a new industry, help launch new studios...

Posted Date: 24 Mar 2025
Salary: $20 per hour

Consultant Relations Associate (Newport Beach, CA)

Relations Associate to join our Client Management Americas Consultant Relations Group (CRG). Our team is dedicated to managing... relationships with global investment consultants. As an Associate, your main responsibility will be to support the relationship...

Company: PIMCO
Location: Newport Beach, CA
Posted Date: 07 Feb 2025
Salary: $105000 - 115000 per year

Senior Associate, Negotiation Strategy

principles. Close collaboration with the Fee Strategy team, client-facing teams, and global leaders is essential, necessitating... the needs of client-facing groups. Data Insights and Management Utilize advanced analytical skills to enhance the...

Company: PIMCO
Location: Newport Beach, CA
Posted Date: 18 Apr 2025
Salary: $90000 - 97500 per year

Associate Broker

development and successful acquisition on new business revenue from new and existing clients and providing a high level of client... service to assigned accounts. Leads a client service team and is responsible for the day-to-day account management. Assists...

Company: RPS
Location: Newport Beach, CA
Posted Date: 12 Apr 2025
Salary: $51000 - 99500 per year

Associate Broker

development and successful acquisition on new business revenue from new and existing clients and providing a high level of client... service to assigned accounts. Leads a client service team and is responsible for the day-to-day account management. Assists...

Company: Gallagher
Location: Newport Beach, CA
Posted Date: 09 Apr 2025