- 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. (Rolling Hills Estates, 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
- BrightView (Ventura, CA)
- …long-term relationships, focusing on both client retention and ancillary sales. The Associate Account Manager works with clients within the Senior Account ... are Created and Maintained Here.** **Job Summary** + The Associate Account Manager (AAM) serves as the... Account Manager in overall leadership of the client service team + Maintain satisfactory accounts… more
- HUB International (Diamond Bar, CA)
- …and support our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service ... + Assist the Account Management team with all aspects of the account - service for all client group sizes + Assist eligibility changes, enrollments,… more
- BrightView (Santa Ana, CA)
- …long-term relationships, focusing on both client retention and ancillary sales. The Associate Account Manager works with clients within the Senior Account ... grow to be your brightest. We're looking for an Associate Account Manager (AAM). Can you picture...Senior Account Manager in overall leadership of Client Service Team + Maintain satisfactory Accounts… more
- HUB International (Los Angeles, CA)
- …customer's needs and provide them with innovative insurance solutions. The Personal Lines Client Service Associate is responsible for providing exceptional ... EPIC as per established process and procedures (ie adding client shell, billing inquiries, etc.). + Performs other duties...and start your journey to a better tomorrow. Department Account Management & Service Required Experience: 1-2… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …today and share your resume via LinkedIn with JC del Rosario - I'd love to connect! Client Service Associate About the Role We're looking for a Client ... and professionals. In this role, you'll deliver exceptional client service and operational support, including account administration, transaction processing,… more
- WTW (San Francisco, CA)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at **wtwco.com** . **Description** The Associate Client Advocate (ACA) client -facing...acquisition due diligence) + Maximizes the profitability of the client account & drives retention of that… more
- HUB International (Encino, CA)
- …resolution for client questions and issues. + Assists with the entire account service process + Processes auto renewals, certificates, endorsements + Binds ... service for Entertainment clients (small business) by maintaining client relationships, supporting client retention, maintaining strong carrier relationships… more