Displaying 1-10 of 945 results
Registered Client Service Associate
UBS Financial Services - California
Customer Service
**Your role:** Are you truly service oriented? Do you know how to take care of people? We?re looking for someone like that who can provide operational and administrative support to financial advisors. You?ll: ? keep management systems up-to-date with client information ? educate clients on account services and capabilities ? help with the preparation of reports and other materials for client meetings ? collect the right documentation for opening new accounts and service requests ? plan team marketing events and maintain marketing materials ? provide the team with a detailed calendar of … (see more)
Senior Registered Client Service Associate-San Francisco, CA
Raymond James - San Francisco, California
Accounting / Finance
*Job Summary*:Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. Contribute to the increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact with internal … (see more)
Senior Registered Client Service Associate-San Francisco, CA
Raymond James - San Francisco, California
Banking / Mortgage
*Job Summary*:Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. Contribute to the increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact with internal … (see more)
Senior Registered Client Service Associate
UBS Financial Services - San Francisco, California
Accounting / Finance
**Your role:** Are you truly service oriented? Do you know how to take care of people? Were looking for someone like that who can provide operational and administrative support to financial advisors. Youll: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events and maintain marketing materials provide the team with a detailed … (see more)
Client Associate, Officer - UnionBanc Investment Services -
Union Bank, N.A. - California
Law Enforcement / Security
Description: UnionBanc Investment Services, a wholly owned subsidiary of Union Bank, is a trusted and highly respected broker-dealer and investment advisor that has helped clients reach their investment goals for more than three decades. We offer a comprehensive selection of competitive investment services and products to assist our clients with their financial goals. Our team of talented professionals embodies the ingenuity, exceptional attitude, and passion for exemplary client service that drives our success. We respect diverse backgrounds, talents, and skills and place an emphasis on the … (see more)

Territory Manager
American Hotel Register - San Francisco, California
Consulting
Now celebrating over 150 years of business as a leading distributor in hospitality, American Hotel Register Company has always invested in the passion of talented people. Put your skills to work for American Hotel, and build an exciting career with a company that's at the forefront of an evolving industry. TERRITORY MANAGER/ OUTSIDE SALES - SAN FRANCISCO The Territory Managers primary responsibility include creating end user demand for American Hotel products and services. The Territory Manager will be responsible for an assigned group of customers within the San Francisco area. The … (see more)
Territory Manager - Los Angeles/Beverly Hills, CA
American Hotel Register - California
Sales / Sales Management
TERRITORY MANAGER/ OUTSIDE SALES - Los Angeles/Beverly Hills The Territory Managers primary responsibility include creating end user demand for American Hotel products and services. The Territory Manager will be responsible for an assigned group of customers within downtown LA to Beverly Hills area. The position requires focus on both relationship building and new business development with Hotels, Management Companies and Group Purchasing Organizations. The majority of new business is generated through the Territory Manager's initiatives. Job Responsibilities Applicant must be well … (see more)
Territory Manager
American Hotel Register - San Francisco, California
Management
Now celebrating over 150 years of business as a leading distributor in hospitality, American Hotel Register Company has always invested in the passion of talented people. Put your skills to work for American Hotel, and build an exciting career with a company that's at the forefront of an evolving industry. TERRITORY MANAGER/ OUTSIDE SALES - SAN FRANCISCO The Territory Managers primary responsibility include creating end user demand for American Hotel products and services. The Territory Manager will be responsible for an assigned group of customers within the San Francisco area. The position … (see more)
Territory Manager - Los Angeles/Beverly Hills, CA
American Hotel Register - California
Management
TERRITORY MANAGER/ OUTSIDE SALES - Los Angeles/Beverly Hills The Territory Managers primary responsibility include creating end user demand for American Hotel products and services. The Territory Manager will be responsible for an assigned group of customers within downtown LA to Beverly Hills area. The position requires focus on both relationship building and new business development with Hotels, Management Companies and Group Purchasing Organizations. The majority of new business is generated through the Territory Manager's initiatives. Job Responsibilities Applicant must be well organized, … (see more)
Wealth Management Client Relationship Consultant - Newport B
TIAA - California
Consulting
**Description:** **COMPANY OVERVIEW:** Since 1918, it has been TIAA?s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We?re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them. By building a culture that allows all employees to contribute their unique talents and skills, we?re able to provide our customers with fresh ideas and distinct perspectives to help them … (see more)
Displaying 1-10 of 945 results

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