- CIBC (San Francisco, CA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions ... This role also provides oversight on some aspects of the Client Service Associate's responsibilities. **_At CIBC we enable the work environment most_**… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known for ... client base built almost entirely through referrals. Position Overview: The Client Service Associate will serve as a key liaison between clients and advisors,… more
- Bank of America (Santa Maria, CA)
- FC Client Service Representative - Santa Maria Financial Center - Spanish Required Santa Maria, California **To proceed with your application, you must be at ... as pricing, terms and conditions) * Minimum six months of client service experience in financial services, retail sales or another results-driven environment… more
- Raymond James Financial, Inc. (San Diego, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Banfield Pet Hospital (Lincoln, CA)
- S UMMARY OF J OB P URPOSE AND F UNCTION The Client Service Coordinator ("CSC") drives the f low of clients and p ets through the hospital, maximizes the ... & Trust Action Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2 of 3 Last… more
- Banfield Pet Hospital (West Covina, CA)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... & Trust Action Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2 of 3 Last… more
- CDM Smith (Concord, CA)
- …Unit:** NAU **Job Description:** CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development ... budgets and costs. * Engaging in routine coordination with other area client service leaders and internal business units to meet business objectives. * Following… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …multi-family office headquartered in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team. This firm specializes in ... and team members. Key Responsibilities + Act as the main liaison for client service requests across assigned relationships. + Execute client requests with… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… 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 ... care. Key Responsibilities + Build and maintain strong client relationships through responsive and thoughtful service ...strong client relationships through responsive and thoughtful service + Manage client onboarding, account setup,… more