- Datavant (Sacramento, CA)
- …info sharing (daily/weekly/quarterly reports, meetings, status updates, etc.). + Own client operations project management processes, tools, reference materials ... educational and life experiences to realize our bold vision for healthcare. The Client Success Manager is part of the Datavant organization and is responsible for… more
- WTW (Los Angeles, CA)
- …of all service delivery (GSD) + Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations + Gather and receive all client ... **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty… more
- Bank of America (Los Angeles, CA)
- …a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations ... development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations staff. **Specific responsibilities include,… more
- Bank of America (Walnut Creek, CA)
- …as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations ... the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the… more
- JPMorgan Chase (Irvine, CA)
- …literacy skills to understand and implement new technologies that enhance business operations and client service. + Participate in project management activities, ... skills to understand and implement new technologies that enhance business operations and client service. + Proficiency in managing change within an organization,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …growth mindset, maturity, intellectual curiosity, and team orientation. Key Responsibilities Client Experience & Operations + Manage end-to-end onboarding of ... fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client service leadership track.… more
- Transdev (Los Angeles, CA)
- …services for the client 's autonomous driving testing and development efforts. The Operations Manager acts as the Transdev operations liaison working with the ... with the different stakeholders, both Transdev management and the client accordingly + Support client 's operations leadership team in daily operations… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and operations improvements. Requirements What We're Looking For + 3+ years in client service or operations at an RIA or financial planning firm. + ... Description Client Service Associate (CSA) Mountain View, CA -...past year alone, driven by exceptional investment performance, strong client retention, and referrals. Here, you'll be part of… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …finance, accounting, economics, or related field + 3+ years of experience in client service or operations within the financial services industry + Proficiency ... 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 (Mountain View, CA)
- …consideration and additional info. Requirements + Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency ... at roberthalf) for immediate consideration and additional info. Our client is recruiting for a Client Service...info. Our client is recruiting for a Client Service Associate at a growing, client -focused… more