• Senior Client Service Associate

    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
    CIBC (08/22/25)
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  • Client Service Associate

    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
    Robert Half Finance & Accounting (08/10/25)
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  • FC Client Service Representative…

    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
    Bank of America (08/08/25)
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  • Registered Client Service Associate

    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
    Raymond James Financial, Inc. (07/03/25)
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  • Client Service Coordinator

    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 (08/19/25)
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  • Client Service Representative

    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
    Banfield Pet Hospital (08/14/25)
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  • Client Service Leader - Water…

    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
    CDM Smith (08/19/25)
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  • Sr. Client Service Associate

    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
    Robert Half Finance & Accounting (08/14/25)
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  • Client Service Associate

    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
    Raymond James Financial, Inc. (08/09/25)
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  • Client Service Associate

    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
    Robert Half Finance & Accounting (08/09/25)
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