• Client Service Advisor

    Insight Global (San Jose, CA)
    …* Client meeting documentation * Maintain and manage client documentation including confidential legal, financial, and correspondence files * Maintain ... Job Description Our client is an established and rapidly growing Investment...FactSet technology, Bloomberg research and Morningstar Direct technologies. Our client also provide continuous training in compliance processes. As… more
    Insight Global (10/31/25)
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  • Client Services Representative

    Banc of California (Murrieta, CA)
    … Client Services Representative will be responsible for ensuring that all client documentation and regulatory requirements for loan and deposit accounts are ... met. In addition, the CSR will be responsible for major client relationships from a business and service perspective, overseeing all internal Venture Banking… more
    Banc of California (10/08/25)
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  • Coordinator, Client Operations

    Publicis Groupe (Santa Barbara, CA)
    …communication with clients, understanding their needs and ensuring satisfaction. + ** Documentation Contributor:** Help in creating and updating client support ... documentation to enhance team resources and client experience. **Qualifications** + Bachelor's Degree or equivalent work experience. + Excellent customer service… more
    Publicis Groupe (11/14/25)
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  • Registered Client Service Associate

    Raymond James Financial, Inc. (Beverly Hills, CA)
    …and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
    Raymond James Financial, Inc. (11/18/25)
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  • Client Service Associate (Walnut Creek, CA)

    Raymond James Financial, Inc. (Walnut Creek, CA)
    …+ For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission ... excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem… more
    Raymond James Financial, Inc. (10/30/25)
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  • Client Support Analyst - Merchant Services

    Banc of California (Santa Ana, CA)
    …and existing merchants experience efficient, thorough, and compliant onboarding. The Client Support gather necessary documentation , facilitate communication, and ... of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Support Analyst for Merchant Services serves as the primary point of contact… more
    Banc of California (11/18/25)
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  • Client Solution Specialist

    PNC (Walnut Creek, CA)
    …+ Provides sales, service and execution support for new and ongoing client relationships. + Gathers required documentation . Prepares, reviews and verifies ... and have an opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be based in… more
    PNC (10/21/25)
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  • Sr Client Service Associate

    Public Consulting Group (Sacramento, CA)
    …Regional Teams, technical staff, and other internal stakeholders to ensure a seamless client experience. + Maintain shared internal documentation of client ... the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the day-to-day… more
    Public Consulting Group (08/28/25)
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  • Client Services Associate

    Robert Half Accountemps (Santa Barbara, CA)
    …Maintain and update client records, ensuring precision in data entry and documentation . * Monitor client accounts and agreements to ensure compliance with ... Description We are looking for a Client Services Associate to join our team in...with wealth advisors and investment professionals to ensure each client receives tailored solutions and a seamless experience. Responsibilities:… more
    Robert Half Accountemps (11/08/25)
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  • Project Coordinator

    Terracon (Lodi, CA)
    …document processes and systems to support control and availability of project and client documentation to local office/operations including tracking & routing of ... processes and systems to support control and availability of project and client documentation to local office/operations. **Project Delivery Support** + Assist… more
    Terracon (11/18/25)
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