- Moss Adams LLP (Pasadena, CA)
- …4 years of supervisory and training experience + Proven experience managing multiple client engagements + Strong project management and organizational skills + ... Mindset, Intellectual Curiosity, and Results Focus. **Responsibilities:** + Engagement management with clients includes routinely working directly with c-suite… more
- Robert Half Office Team (San Diego, CA)
- …documentation, and compliance coordination + Track and renew W-8 forms; update client records Statement & Documentation Management + Print, reconcile, and ... including executive support, family office services, investment operations, and client service. This role serves as a key liaison...detail. * Industry experience is a plus in wealth management or financial services sector. * Ability to perform… more
- Moss Adams LLP (Stockton, CA)
- …4 years of supervisory and training experience + Proven experience managing multiple client engagements + Strong project management and organizational skills + ... Mindset, Intellectual Curiosity, and Results Focus. **Responsibilities:** + Engagement management with clients includes routinely working directly with c-suite… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description A dynamic and values-driven financial services firm is seeking a Client Services Associate to join its team. This role is ideal for a service-oriented ... who thrives in a collaborative environment and is passionate about delivering exceptional client experiences. About the Role The Client Services Associate plays… more
- Bank of America (Bakersfield, CA)
- Financial Center Client Service Representative Bakersfield, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bakersfield/Financial-Center- Client -Service-Representative\_25035712) **Job Description:** At Bank of America, we are… more
- WTW (Los Angeles, CA)
- …having the opportunity to deep dive within their respective business area. ** Client Advocacy Commercial Lines Overview** Colleagues in this role will support ... work with assigned external clients under the direction of senior colleagues. External client facing responsibilities expected to be up to 30% as skills develop. As… more
- Bank of America (Oxnard, CA)
- FC Client Service Representative - Oxnard Main Financial Center Oxnard, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oxnard/FC- Client -Service-Representative Oxnard-Main-Financial-Center\_25034385) **Job Description:** At Bank of America, we… more
- CVS Health (Sacramento, CA)
- …individual contributor to join our Digital, Data, Analytics, and Technology (DDAT) Client Services and Operations Division. This role will support the growth and ... with Sales, Marketing, and Product teams to define strategy, develop client -facing materials, and support pre-sales and post-sales activities. You'll bring a… more
- M&T Bank (Costa Mesa, CA)
- …business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. Maintains daily contact with clients to address ... general inquiries and/or facilitate client requests. Processes all related transactions, including collecting critical documents, processing cash disbursements,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements Qualifications + Bachelor's degree with 6-8 years of experience in client -facing roles, preferably within family offices, wealth management , or ... office headquartered in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team. This firm specializes in serving… more