- PNC (Stockton, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail organization, you will be ... in this position. **Preferred Skills** Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying… more
- BlackRock (San Francisco, CA)
- …(R) business, connecting multiple partner teams to deliver a cohesive client experience . + Own relationships with client ... client issues. + Implement internal process adjustments to elevate client experience and reduce incident count. + Ensure timely and accurate day-to-day BAU… more
- BlackRock (San Francisco, CA)
- …business. The person will be a member of the Product Expert team within Aladdin Client Experience , focusing on one of the product areas listed above, and ... steps to resolve + Act as key liaison between the Aladdin Client Experience , Aladdin Client Engagement, Implementations, Product Marketing, Engineering, and… more
- WTW (Los Angeles, CA)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... or Geographical Divisions. + Public Sector & Education, The Associate Client Advocate (ACA) owns client... Client Advocate is to provide an exceptional client experience , with a primary focus on… more
- WTW (Los Angeles, CA)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client... Client Advocate is to provide an exceptional client experience , with a primary focus on… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …professional excellence and continuous learning. Technology is leveraged to enhance the client experience , and the team thrives in a supportive, high-performance ... Description Job Opportunity: Senior Client Service Associate - Multi-Family Office...members, and contribute to firm-wide initiatives that elevate the client experience . Key Responsibilities + Serve as… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …professional excellence, continuous learning, and the use of technology to enhance the client experience . The team is composed of dedicated professionals who ... Description Job Posting: Senior Client Service Associate - Multi-Family Office A...Requirements Qualifications + Bachelor's degree required; 6-8+ years of experience in client -facing roles within wealth management,… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …serve as a key liaison between clients and advisors, ensuring a seamless and exceptional client experience . This role is ideal for someone who thrives in a ... Description Job Posting: Client Service Associate - Wealth Management...Qualifications + Bachelor's degree required. + 2+ years of experience in client service, preferably within wealth… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Associate Walnut Creek, CA...training Requirements What You Bring + 2-3 years of experience in a client service or operations ... RIA in Walnut Creek that is actively hiring a Client Service Associate to support their growing...across systems and custodians + Proficiency in Microsoft Office; experience with CRM or portfolio reporting software is a… more
- CIBC (San Francisco, CA)
- …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 transactions ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more