- JPMorgan Chase (San Francisco, CA)
- …with catering partners and back-of-house staff; lead weekly BEO meetings + Survey client experience and recommend solutions based on feedback + Manage financials ... The JP Morgan Private Bank Client Center Team leads the operation of the...ensuring that guests and visitors have a first class experience from the time they enter to the time… more
- BlackRock (San Francisco, CA)
- …strongly preferred + A minimum of 2-4 years investment or asset management experience + Prefer relevant client facing and/or portfolio construction experience ... a fast-evolving market. It will require a strong combination of leadership, investment, and client interpersonal skills. **As a CMS Client PM, you will be… more
- HUB International (Carlsbad, CA)
- …needs and provide them with innovative insurance solutions. The Personal Lines Client Service Associate is responsible for providing exceptional service to ... Maintain workflow through EPIC as per established process and procedures (ie adding client shell, billing inquiries, etc.). + Performs other duties and projects as… more
- RxBenefits (Los Angeles, CA)
- The Associate Counsel provides substantive support to the Legal & Compliance Department, working primarily with the Commercial Contracting team in drafting and ... Responsibilities Include:_ + Drafting and negotiation of company contracts, including client agreements and marketing agreements + Providing legal support on various… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …value professional excellence, continuous learning, and leveraging technology to enhance the client experience . Responsibilities: + Act as the primary point of ... internal projects and firm priorities as needed Requirements + Proven experience in client service, wealth management, or family office environments + Strong… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …requests, and collaborating with advisors to streamline processes and enhance the overall client experience . Key Responsibilities + Process client service ... with JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking a...you. What We're Looking For + 3+ years of experience in a relevant role. + Prior experience… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …requests, collaborate with advisors, and help streamline processes to enhance the overall client experience . Key Responsibilities + Handle client service ... to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're looking for...career. What We're Looking For + 3+ years of experience in a relevant role + Prior experience… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... listed below. Assists with the opening and maintenance of client accounts and records. Ensure completion of all paperwork...High School/GED + Advanced college degrees may count towards experience requirement + Series 7 and Series 63 licenses… more
- JPMorgan Chase (San Francisco, CA)
- … needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate client referrals and acquire ... are collaborative, confident and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank....your career to the next level. As a National Client Banker, you are responsible for advising families on… more
- Robert Half Office Team (Del Mar, CA)
- …customer support experience who wants to grow within a stable, client -focused organization. Key Responsibilities: + Answer inbound client calls and provide ... + Provide a high level of professionalism, clarity, and support during every client interaction. + Collaborate with internal teams to resolve client concerns… more