- Public Consulting Group (Sacramento, CA)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the ... Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is...staff, and other internal stakeholders to ensure a seamless client experience. + Maintain shared internal documentation … more
- Robert Half Office Team (San Diego, CA)
- Description Overview: Robert Half is seeking a Client Services Associate to support one of our insurance industry clients. This role is responsible for providing ... request quotes, and resolve account issues. + Maintain accurate client records and ensure all documentation complies...Maintain accurate client records and ensure all documentation complies with company and regulatory standards. + Support… more
- Robert Half Office Team (Rancho Santa Fe, CA)
- …wealth management firm in Rancho Santa Fe is looking for a professional Senior Client Services Associate to provide high-level support to advisors and clients. ... investment operations. + Strong knowledge of custodial platforms and financial documentation . + Excellent communication, organization, and client relationship… 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 creative ... maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing.… more
- Navient (San Francisco, CA)
- …our mission, read more below, and let's build something great together! **The Client Happiness Servicing Associate position will report to the Servicing Manager, ... Client Happiness.** **As the Client Happiness Servicing Associate , you will:** +...explain available relief options, and guide customers through necessary documentation and follow-ups. + Collaborate with internal teams to… more
- Robert Half Accountemps (Santa Barbara, CA)
- Description We are looking for a Client Services Associate to join our team in Santa Barbara, California. This contract position offers an exciting opportunity ... client records, ensuring precision in data entry and documentation . * Monitor client accounts and agreements to ensure compliance with policies. Requirements… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect! Client Service Associate - Boutique Wealth Management Firm Location: Hybrid (San ... care, and innovation. Why This Role Matters As a Client Service Associate , you'll be the backbone...client inquiries and requests + Prepare and process documentation for new and existing accounts + Coordinate with… more
- JPMorgan Chase (Dublin, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...compliance requirements (eg completion of required operational forms and documentation ) + Prioritize daily work, track progress for current… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect! Client Service Associate About the Role: We are looking for a proactive and ... detail-oriented Client Service Associate to provide administrative and...exceptional client service. Key Responsibilities: + Handle client service tasks, including calls, documentation , and… more
- Horizon Services, Inc. (Hayward, CA)
- …partnership with Lead roles in the preparation of required reports and eligibility documentation required in client charts. + Responsible for oversight and ... JOB TITLE: Associate Director of Outpatient & Prevention Program Operations...end-goal of delivering a quality product to Horizon's valued client -base. As a key member of the executive leadership… more
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