- Robert Half Finance & Accounting (San Francisco, CA)
- …and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role is ... WFH 2 days once trained This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than… more
- WTW (San Francisco, CA)
- …of all service delivery (GSD) + Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist ) on escalations + Gather and receive all ... client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the… more
- Citizens (San Francisco, CA)
- …departments, including Sales, Product, Relationship Managers, Client Services, and Operations . The CPS Specialist is also responsible for providing Treasury ... Specialist is responsible for owning and resolving all client inquiries, by developing a deep understanding of Commercial...improve SLAs, decrease operational effort, and increase the overall client experience. The CPS Specialist will also… more
- Optiv (San Francisco, CA)
- …Members of this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as ... partners and members of the extended Optiv team (technical, sales, client operations , etc.) within each assigned account. + Maintain collaborative and effective… more
- Terracon (Laguna Hills, CA)
- …Description:** **"Explore with us" in Southern California as Terracon's next Senior Client Development Specialist !** For this opportunity, our new employee-owner ... Other responsibilities include leading, inspiring, and mentoring our team of operations professionals to engage in the client development process.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is ... primarily back-office and administrative, with some client interaction via email and phone. You'll support approximately 200 client relationships and collaborate… more
- Ethos Veterinary Health (San Marcos, CA)
- Client Care Specialist Join Our Pawsome Team as a Client Care Specialist and Make a Difference! Get to Know Us: At Veterinary Specialty Hospital of San ... (https://www.vshnorthcounty.com/?gad\_source=1&gad\_campaignid=20736222473&gbraid=0AAAAAoj2fGfcaomDiQNvbeRmd2eHBWpOc&gclid=EAIaIQobChMIwpvSrL\_0jgMVmyBECB2mFgSZEAAYASAAEgLqJfD\_BwE) Your Role in Our Story: As a Client Care Specialist , you'll be the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking an experienced Client ... a boutique wealth management firm. This is a back-office role with some client interaction via email and phone, focused on delivering exceptional service and… more
- CBRE (El Segundo, CA)
- Client Services Specialist Job ID 230239 Posted 07-Oct-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) El ... States of America **About the Role:** As a CBRE Client Service Specialist , you will provide administrative...sales professionals. This job is part of the Sales Operations function. They are responsible for sales planning, strategy,… more
- Maxim Healthcare (Sacramento, CA)
- Maxim Healthcare is hiring for a Client Relations Specialist to work with clients, patients and active caregivers to monitor program participants' ability to ... admissions/intakes as directed by the management team + Ensures client 's hours/services are authorized by the Payor Source and...Managers as directed by the Account Manager or Office Operations Leader + Assists the office operations … more