- Robert Half Finance & Accounting (San Francisco, CA)
- …A boutique, fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client service ... of the most sophisticated clients in the world. The Role The Senior Client Service Associate will own critical aspects of the client experience-handling… more
- AON (CA)
- …or ARM completed or in process is preferred. + 5-10 years of client service experience. + High net-worth personal insurance experience required. Education: ... ARM completed or in process is preferred. + 5-10 years of client service experience. + High net-worth personal insurance experience required. Education: +… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …as needed or assigned. Qualifications: + At least five years of Client Service experience + Bachelors degree or equivalent experience preferred ... effectively among large audiences + Ability to remain organized and document client service requirements for multiple clients simultaneously Salary range… more
- HUB International (Newport Beach, CA)
- …paid time off, a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account ... preferred) + Required "soft skills": efficient time management, organization, customer service , high initiative, team-oriented and high attention to detail _*This is… more
- Bank of America (Walnut Creek, CA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the… more
- Bank of America (Palo Alto, CA)
- …an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the… more
- Coinbase (Sacramento, CA)
- …specialist for Coinbase's institutional suite of products (Prime, Custody), providing premier client service and operations to our most valued institutional ... reporting, allocations, cold storage, and wallet management. * Deliver direct client service and support to institutional clients through phone, email, and video… more
- Bank of America (Walnut Creek, CA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the… more
- Deloitte (Los Angeles, CA)
- …these pursuits with Deloitte cross-disciplinary teams. + Work closely with Deloitte's Lead Client Service Partner (LCSP) / Client Business Unit Leader(s) ... within an account team framework (ie, working effectively with Lead Client Service Partners, Service Line/Industry leaders, practitioners and other business… more
- ADP (La Palma, CA)
- ADP is hiring customer service professionals for their **Associate Client Support Consultants** positions. Hybrid position, Monday thru Friday work week. + _Are ... users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you do every day… more