• Financial CSR - Client…

    VCA Animal Hospitals (Tustin, CA)
    …patients and providing those pet parents over the phone with a financial update. ESSENTIAL FUNCTIONS: * Customer service functions, including: greeting ... in the back office would be best. As a financial CSR, your duties will include creating an estimate...based on the doctor's recommendations. * Answering questions regarding services and cost * Managing medical records, charts, reports… more
    VCA Animal Hospitals (11/15/25)
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  • Healthcare Financial /Actuarial Senior…

    WTW (Irvine, CA)
    …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... varying client complexity by working across different client profiles and roles, including leading clients' financial... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
    WTW (12/12/25)
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  • Healthcare Financial /Actuarial Senior…

    WTW (Los Angeles, CA)
    …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... and direction, play an active support role in multiple client teams developing financial analyses, outputs and...deadlines. ​ + Partner with Global Delivery Centers and Client Service teams to deliver superior project… more
    WTW (12/18/25)
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  • Financial Advisor

    Navy Federal Credit Union (Vacaville, CA)
    …NFIS products and services . Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a ... Navy Federal/NFFG organization, programs, policies and, procedures + Desire to pursue relevant financial services designation Hours: Monday - Friday, 9:00 AM -… more
    Navy Federal Credit Union (11/19/25)
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  • Client Services Representative

    Robert Half Finance & Accounting (San Francisco, CA)
    …part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone ... out to Jeff Abrams via LinkedIn. Requirements * Proven experience in client services , preferably within the financial sector. * Strong communication and… more
    Robert Half Finance & Accounting (01/03/26)
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  • BFS - Client Relationship Manager

    Cognizant (San Francisco, CA)
    **Banking & Financial Services - Client Relationship Manager** **Associate Director** **Location: San Francisco/Bay Area** **Job Summary** The Client ... Relationship Manager will play a pivotal role in managing and nurturing client relationships within the Asset & Wealth Management domain. With a focus on project… more
    Cognizant (12/17/25)
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  • Healthcare Financial Advisory…

    Huron Consulting Group (San Francisco, CA)
    …recognizes the response must be urgent and direct. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent ... client lead, oversee project teams, and drive complex financial analyses from problem definition through executive-level recommendations. You will build… more
    Huron Consulting Group (12/17/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (San Francisco, CA)
    …years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
    JPMorgan Chase (10/09/25)
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  • Senior Wealth Advisor

    Columbia Bank (Santa Rosa, CA)
    …with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service . + Other responsibilities ... your success. Advisors will have access to a shared financial services assistant. Advisors will be eligible...an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth… more
    Columbia Bank (12/23/25)
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  • Preferred Banking RM ll

    City National Bank (Los Angeles, CA)
    …with affluent and high net-worth client segments * Strong understanding of financial markets and all products and services applicable to high net worth ... Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit,… more
    City National Bank (01/01/26)
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