VP Client Services Jobs in San Diego
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Search Results - VP Client Services Jobs in San Diego
The Wealth Consulting Group-San Diego
Job Title: Client Service Associate
Location: Las Vegas, NV or San Diego, CA
Reports To: Vice President of Operations
Job Type: Full-Time
Client Service Associate
The Wealth Consulting Group is seeking a Client Service Associate to assist our...
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JP Morgan Chase-Del Mar, 17 mi from San Diego
financial challenges and present holistic financial planning solutions
• Team-oriented mindset with strong collaboration and client service focus
• Securities Industry Essentials (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63/65) minimum
• All...
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First Pacific Bank-San Diego
and will be expected to report potentially unsafe conditions.
SUPERVISORY RESPONSIBILTY
The position of Client Services Manager II is responsible for the supervision of fewer than five employees.
ENVIRONMENT AND PHYSICAL ACTIVITY
The incumbent is in a non-confined...
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Simplicity Group-San Diego
Training & Empowerment: Educate new advisory teams on the firm’s operational workflows and proprietary tech stack to ensure they can navigate our systems independently.
• Risk & Compliance Oversight: Ensure all client service activities adhere...
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