- ADP (La Palma, CA)
- …7pm to share why ADP is a GREAT place to work and speak about our Associate Account Manager - Client Services roles** ADP is hiring an ** Associate ... best customer service !** ADP is hiring an ** Associate Account Manager** . **This is not...Ready to #MakeYourMark? **Apply now!** **To learn more about Client Services at ADP** , watch here:… 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,...2-3 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
- 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
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking ... a dedicated and personable Client Service Associate to join...+ 2+ years of experience in client service , preferably within wealth management or financial services… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known ... base built almost entirely through referrals. Position Overview: The Client Service Associate will serve...+ Minimum of 2 years of client service experience, preferably in financial services or… 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
- 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 (Mountain View, CA)
- …and building trusted relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and ... account -related requests. + Build and maintain strong client relationships through thoughtful, personalized service . +...+ 3+ years of experience in client service or operations within the financial services … 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