- ADP (La Palma, CA)
- ADP is hiring an ** Associate Account Manager** . **This is not a sales position. This role focuses on servicing existing clients.** + _Are you ready_ _to join a_ ... to join a company with_ _award-winning_ _training_ _and_ _world-class service guidelines_ _to help you achieve success,_ _growth, and...Ready to #MakeYourMark? **Apply now!** **To learn more about Client Services at ADP** , watch here:… more
- Google (Los Angeles, CA)
- …work towards strategic goals in a fast-paced environment. + Excellent client service , relationship building, organizational, investigative, problem-solving, and ... and billions of users that trust Google with their most important goals. As an Account Manager Associate , you will be part of the Google Americas Sales … more
- Guardian Life (Sacramento, CA)
- …Very High Standards" important to you? If so, then you might be our next Associate Account Service Manager. This opportunity is within the Enterprise Contact ... Guardian's clients and brokers in the 2-1999 space. The Associate Account Service Manager serves...years group insurance experience + Previous experiences in a client facing or account management role +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description A client -focused financial advisory firm is seeking a Client Services Associate to join its team. This full-time role is ideal for a ... delivering exceptional client experiences. Position Overview The Client Services Associate will serve...strong client relationships through responsive and thoughtful service + Manage client onboarding, account… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Associate Walnut Creek,...1-3+ years of experience in a client service or operations role within a financial services ... RIA in Walnut Creek that is actively hiring a Client Service Associate to support...for clients and play an integral role in onboarding, account maintenance, and ongoing service . You'll partner… more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...interview._** **How you'll succeed** + Prepare and process new account paperwork + Open new accounts and sub-accounts +… more
- Raymond James Financial, Inc. (San Diego, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * ... and operational needs. As the operational expert for the client , the Account Officer is positioned to...client accounts and utilization of bank products and services . Works with clients to assist in operations areas.… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Overview: A boutique financial advisory firm is seeking a Client Service Associate to join its close-knit, client -focused team. With a strong ... and values continuous learning and growth. Position Summary: The Client Service Associate will play...+ Minimum of 2 years of client service experience, preferably in financial services or… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Client Associate - Family Office San Francisco (Steps from Montgomery BART) | Hybrid $100,000-$130,000 base (DOE) + Bonus An established multi-family ... office based in San Francisco is seeking a Client Associate to serve as a key...with firm leadership to execute custom strategies. You'll lead client service initiatives, manage complex planning workflows,… more