- Citigroup (Hermosa Beach, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 2-5 years relevant… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting … more
- Snap Inc. (Los Angeles, CA)
- …yourself, it's always the fastest way to share a moment! We're looking for an Associate Client Partner to join Snap Inc! You will own customer relationships ... grow their investment through consultation, nurturing, and support. In addition to client activation and retention, you will contribute to identifying key market… more
- BMO Financial Group (Sacramento, CA)
- …sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting . + Validates and provides performance returns to inform requests for ... proposal, marketing presentations, and other customer-facing documents. + Maintains external consultant databases to monitor performance results. + Produces composite presentations and various performance reports including some portfolio attribution analysis.… more
- Allied Universal (Sacramento, CA)
- …able to work adjustable hours Must be technically savvy Allied Universal(R) is hiring a Client Manager. As a Client Manager, you will build long term meaningful ... by fostering an exceptional employee experience. **RESPONSIBILITIES:** Caring Leadership, Client Engagement, and Operational Oversight: + Hire, develop and retain… more
- VCA Animal Hospitals (Victorville, CA)
- We are seeking a highly experienced Client Service Professional to join our leadership team as Client Service Supervisor. Under direction from the Hospital ... Manager, the Client Service Supervisor performs a wide range of difficult-to-complex...+ Assist in the development, implementation and maintenance of reporting tools and queries needed to manage the business.… more
- Bank of America (Los Angeles, CA)
- …facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In partnership with OMT, ... is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting ...Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing… more
- VCA Animal Hospitals (Rohnert Park, CA)
- Client Service Supervisor We are seeking a highly experienced Client Service Professional to join our leadership team as Client Service Supervisor. Under ... direction from the Assistant Hospital Manager, the Client Service Supervisor performs a wide range of difficult-to-complex...* Assist in the development, implementation and maintenance of reporting tools and queries needed to manage the business.… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …with volumes and instructions, attending production planning meetings, communicating progress to the client and providing any reporting back to client Handle ... Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team in the...understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and… more
- AON (Irvine, CA)
- …Aon's Real Estate Client located in Irvine CA. The role is outsourced, reporting to the Client 's Vice President, primary responsibility will be to assist in ... Aon is looking for a Risk Management Associate Exciting opportunity to join the Risk Management... located in Irvine CA. The role is outsourced, reporting to the Client 's Vice President, primary… more