- 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 (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...ensure a smooth transition for new clients. + Process client transactions including deposits, withdrawals, and account … more
- BrightView (San Juan Capistrano, 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
- 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. * ... business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts developed… 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 ... + Serve as the primary point of contact for client service needs + Assist clients with...onboarding and ensure a smooth, welcoming experience + Process client transactions including deposits, withdrawals, and account … 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 or… 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
- CVS Health (Sacramento, CA)
- …And we do it all with heart, each and every day. **Position Summary** The Associate Account Manager position with Aetna International works with the Account ... of their assigned customers. The AAM role provides proactive account service management in support of business...diplomats and staff in a dynamic, multi-cultural environment. The Associate Account Manager for this important position… 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 or… more
- WTW (Los Angeles, CA)
- …within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...acquisition due diligence) + Maximizes the profitability of the client account & drives retention of that… more