- 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 over 15 ... a stable, referral-based client base and is committed to delivering exceptional service and long-term financial guidance. This role is ideal for a detail-oriented… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …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 central to ... Serve as a primary contact for client inquiries and service requests + Assist with account updates, beneficiary changes, wire transfers, and rollovers + Support… 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 a select ... financial advisors, manage client requests, and ensure smooth execution of account -related tasks-all while contributing to a collaborative and growth-oriented team.… more
- CenterWell (San Diego, CA)
- …accounts in accordance with the market sales plan. + Gather and organize account -related information and provide input on key customer opportunities, service ... problem-solving skills and the ability to appropriately represent the Company service capabilities to the targeted referral source audience is required. +… more
- Stryker (Bakersfield, CA)
- …prompting to drive productivity, change, and outcomes. What you will do As a Service Associate , your primary responsibility will be collecting single use devices ... who are looking to launch a career with Stryker, understanding that a Service Associates role offers ground-floor experience of our business. Challengers. People who… more
- Umpqua Bank (Walnut Creek, CA)
- ABL Account Executive Asset Based Lending Glendale, California San Jose, California Walnut Creek, California **Description** **About Us:** At Umpqua, we create a ... are monitored, and quality of work performed by independent contractors meets service requirements. + Responsible for the overall identification and reporting of ABL… more
- Paladin Technologies (San Diego, CA)
- Join our Growing Team! As a pro-active Account Executive with Paladin Technologies, you will be responsible for achieving sales revenue goals, developing, and ... approach for your market to increase sales in all company service offerings including integrated security, networking/data cabling, and/or commercial audio-visual. +… more
- City National Bank (Los Angeles, CA)
- *CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, option, ... retirement and non-retirement accounts including establishing new accounts, processing account transfers, securities execution and processing, securities settlement, cashiering,… more
- Antech Diagnostics (CA)
- …experience, education, training and budget.** **Job Purpose/Overview** The Diagnostic Sales Associate (DSA) focuses on Business Development by generating leads for ... Duties and Responsibilities** + Daily outbound calling to prospects on target account list to identify customer needs and schedule meetings for Diagnostic Sales… more
- HUB International (Newport Beach, CA)
- …meet you! Apply today and start your journey to a better tomorrow. Department Account Management & Service Required Experience: 2-5 years of relevant experience ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure… more