- Robert Half Finance & Accounting (Mountain View, CA)
- …strategic plans, estate maps, and portfolio reports. + Develop and deepen client relationships through regular communication and proactive service . + Coordinate ... Contribute to a firm culture that emphasizes mentorship, professional development, and client -first service . + Competitive salary, bonus structure, and benefits… more
- Parexel (Sacramento, CA)
- …team member's performance for employees' periodic performance review, and as needed. ** Client ** **Liaison/ Service ** + Be aware of client expectations ... Writer may operate as the project lead writer/submission coordinator and primary client contact to manage contributions of multiple writers working on related… more
- CVS Health (Sacramento, CA)
- …of all client contracted rebate reporting, payment, and reconciliation deliverables ( client invoicing, service warranty) as well as client financial ... Rebate Engagement team will position CVS Health as a leader in client satisfaction and service in the PBM marketplace. **Required Qualifications** + 2+ years of… more
- JPMorgan Chase (Palo Alto, CA)
- …Coordinate with various internal, cross regional teams such as Banking, Trade Finance Client Service /Ops, Credit, Legal and other functions to ensure efficient ... of Credit (SBLC) offering. You will provide consistent, high quality service to ensure excellent client experience. You will take on ownership of a complex… more
- Tiffany & Co. (Los Angeles, CA)
- …innovation and excellence within the luxury retail sector. **Key Accountabilities** ** Client Service Excellence & Operational Support:** Support and contribute ... to in-store activities to deliver exceptional client service results, ensuring smooth day-to-day operations and adherence to agreed-upon strategies with a focus… more
- Therma LLC (San Jose, CA)
- …to redefine the mechanical construction landscapes in California. Renowned for outstanding client service and attention to detail, we balance innovative, ... up on sales leads + Develops and maintains relationships with clients, assures client satisfaction + Coordinate utilize and lead staff from all departments as needed… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …related filings (extensions, etc) -Provide detailed focus on projects, and alert the Principal/ Client Service Director of technical tax issues that may arise ... entities) -Research technical tax issues (eg Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues Requirements:… more
- Grant Thornton (Newport Beach, CA)
- …completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills ... systems, service providers and controls. + Actively participate in client engagements from start to completion, which includes planning, executing, and… more
- T. Rowe Price (San Francisco, CA)
- …in financial services, sales, or relationship management. + Strong consultative, client service , and relationship-building skills. + Excellent communication and ... Refer advisors to your external partner as appropriate, ensuring a seamless client experience. + Proactively prospect, sell, and retain advisor relationships through… more
- Aristotle Capital Management (Newport Beach, CA)
- …solutions. + Respond to inbound calls and emails as well as other client service requests. Organization, professionalism and the ability to prioritize multiple ... services work experience: required. + Experience in investment management or client service /sales support within the financial services industry, specifically… more