- JPMorgan Chase (Irvine, CA)
- Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking ... and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing… more
- CVS Health (Sacramento, CA)
- …identify trends and areas for improvement. Present findings and recommendations to management. ** Client Onboarding ** Manage the onboarding process for new ... customer satisfaction. Serve as the primary point of contact for the client to provide product training, resolve escalated customer service issues, streamline… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Maintain accurate client records and support compliance efforts + Assist with client onboarding , transfers, and ongoing requests + Support the advisory team ... Description Client Service Associate Walnut Creek, CA | In-Office...contact for clients and play an integral role in onboarding , account maintenance, and ongoing service. You'll partner closely… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Client Service Associate to deliver exceptional support across investment operations, client onboarding , and financial administration for a curated group of ... hybrid from our San Francisco office. What You'll Do: + Be the client 's operational quarterback-owning onboarding , money movement, and reporting workflows +… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …promptly to client inquiries regarding financial products and services. + Support client onboarding and ensure a smooth transition for new clients. + Process ... firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This...team prides itself on a people-first approach and a client base built almost entirely through referrals. Position Overview:… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …strong client relationships through responsive and thoughtful service + Manage client onboarding , account setup, and education on digital tools + Process ... Description A client -focused financial advisory firm is seeking a Client Services Associate to join its team. This full-time role is ideal for a service-oriented… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …+ Assist clients with beneficiary updates, wire transfers, and rollover requests + Support client onboarding and ensure a smooth, welcoming experience + Process ... Overview: A boutique wealth management firm is seeking a Client Service Associate to join its growing team. With...to financial planning. The team serves a stable, referral-based client base and is committed to delivering exceptional service… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Respond to client inquiries across a range of financial services + Support client onboarding and ensure a smooth transition for new clients + Process account ... Overview: A boutique financial advisory firm is seeking a Client Service Associate to join its close-knit, client... Client Service Associate to join its close-knit, client -focused team. With a strong foundation built on over… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Assist with account updates, beneficiary changes, wire transfers, and rollovers + Support client onboarding and ensure a smooth, welcoming experience + Process ... emphasizing trust, long-term relationships, and exceptional service. The company's client base is stable and primarily referral-driven, reflecting the strength… more
- Mizuho Corporate Bank (Los Angeles, CA)
- …members to maintain department productivity standards + Provide support related to client onboarding and maintenance + Maintain confidentiality and adhere to ... Job Summary : The Senior Client Relationship Specialist plays a critical role in...bank's relationship management efforts by processing a variety of client 's financial transactions, ensuring accurate documentation, maintaining client… more