- 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
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered ... high-performing team that values hard work, integrity, and strong client service . The firm offers a positive...account paperwork accurately and on time + Handle account maintenance (transfers, RMDs, client instructions) +… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …the quality of our work. The Opportunity They are looking for a proactive and detail-oriented Client Service Associate to join our growing team. This role is ... a primary contact for client inquiries and service requests + Assist with account updates,...+ Bachelor's degree + 2+ years of experience in client service , preferably in financial services… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Overview: A boutique wealth management firm is seeking a Client Service Associate to join its growing team. With a strong foundation built on ... onboarding and ensure a smooth, welcoming experience + Process client transactions including deposits, withdrawals, and account ...+ Minimum of 2 years of client service experience, preferably in financial services or… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …for immediate consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, client -focused Registered ... high-performing team that values hard work, integrity, and strong client service . The firm offers a positive...account paperwork accurately and on time + Handle account maintenance (transfers, RMDs, client instructions) +… 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 Client Service Associate (CSA) Mountain View, CA - Onsite 4 days/week (5 days/week for first 3 months) $90,000-$110,000 base (DOE) + ... culture that values excellence, precision, and long-term relationships. The Opportunity As a Client Service Associate , you'll be a trusted liaison between… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …about delivering exceptional client service in a people-first environment? As a Client Service Associate , you'll be the primary point of contact for ... management with operational expertise. You'll support financial advisors, manage client requests, and ensure smooth execution of account...You Bring + Bachelor's degree + 2+ years of client service experience in financial services… more
- HUB International (Newport Beach, CA)
- …relationships with others **THE OPPORTUNITY:** This role works collaboratively with the account - service team to support a book of business. Coordinates and ... provides day-to-day service for employee benefits clients by maintaining ...are proud of our wonderfully diverse employee population Department Account Management & Service Required Experience: 2-5… more