- 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...will vary, as will the solutions you provide each client . There will be no shortage of new questions… 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 (San Francisco, CA)
- Description Client Service Associate Walnut Creek, CA | In-Office Preferred (Hybrid Flex) $70,000 - $90,000 DOE + Full Benefits + Career Growth Join a new ... 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)
- …excellence 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 (Mountain View, CA)
- …+ Build and maintain strong client relationships through responsive and thoughtful service + Manage client onboarding, account setup, and education on ... client -focused financial advisory firm is seeking a Client Services Associate to join its team....or related field + 3+ years of experience in client service or operations within the financial… 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 (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
- 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...ensure a smooth transition for new clients + Process account transactions including deposits, withdrawals, and updates + Maintain… more