- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements What You Bring + 2-3 years of experience in a client service or operations role within a financial services firm (RIA, broker-dealer, ... Description Client Service Associate Walnut Creek, CA...an integral role in onboarding, account maintenance, and ongoing service . You'll partner closely with advisors, custodians,… more
- Umpqua Bank (Roseville, CA)
- Client Service Specialist Retail Banking Group Roseville, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... the first point of contact for most clients, the Client Service Specialist (Teller) plays a key...and referring basic bank products to the appropriate business partner . + Provides an extraordinary client experience… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time permanent ... management, financial planning, lending strategies, and tailored family office services , all while building lasting client relationships that span… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …operations improvements. Requirements What We're Looking For + 3+ years in client service or operations at an RIA or financial planning firm. + Exceptional ... Description Client Service Associate (CSA) Mountain View,...more or just would like to chat about your financial career, ping Jennifer Fukumae on LinkedIn. About the… more
- Amazon (Irvine, CA)
- …Consulting with Technology Implementation on the AWS platform. As a ProServe BCAP Partner Leader within Professional Services , you will collaborate with cross ... Description AWS Global Services includes experts from across AWS who help...the business savvy and consulting experience necessary to position Client business outcomes enabled by Amazon and the AWS… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …CRM systems and organize client documentation for intuitive team access. + Partner with senior client service leaders to drive strategic initiatives ... A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes… more
- City National Bank (Los Angeles, CA)
- *REGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS* WHAT IS THE OPPORTUNITY? This position will work directly with the City National ... identifying, monitoring and mitigating operational and regulatory risks within Client Service & Operations.The role will support...managing projects * 7+ years within or related to financial services *Additional Qualifications* * MBA or… more
- Umpqua Bank (Santa Rosa, CA)
- Client Service Specialist - Float Retail Banking Group Santa Rosa, California **Description** **About Us:** At Umpqua, we create a great place to work by ... the first point of contact for most clients, the Client Service Specialists(Teller)play a key role in...and referring basic bank products to the appropriate business partner . + Provides an extraordinary client experience… more
- JPMorgan Chase (Irvine, CA)
- …leader, we would love to speak with you about joining our team. As a Client Service Account Manager Vice President in Healthcare Payments, you will be part ... 25% **Preferred qualifications, capabilities, and skills** + Healthcare Revenue Cycle, Financial Services , Banking & Treasury Experience. + Bachelor's degree… more
- Cognizant (San Francisco, CA)
- …Project/Program Leader:** Partner with internal stakeholders to ensure a seamless client experience across all delivery stages. Own and oversee the client ... professional services /IT consulting firms, including business development, management of client relationships and delivery oversight with at least 10 years of… more