• Client Associate

    Wells Fargo (Seal Beach, CA)
    …and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, ... with customers + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs… more
    Wells Fargo (01/08/26)
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  • Client Services Specialist

    CBRE (El Segundo, CA)
    …- United States of America **About the Role:** As a CBRE Client Service Specialist, you will provide administrative support to an office or group of ... **High school diploma required** + **3 years in an administrative role working with professionals** + **2 years in...education, training, and experience. The minimum salary for the Client Service Coordinator position is $65,000 annually… more
    CBRE (11/01/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Lafayette, CA)
    …in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
    JPMorgan Chase (12/17/25)
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  • Client Coordinator

    Pacific Program Management (Newport Beach, CA)
    … and project requirements in a timely manner. Qualifications * Commitment to exceptional client service * Ability to multitask and maintain high level of ... alternatives, and providing basic financial analyses for multiple scenarios. * Provide administrative support on various client and prospect matters for Managing… more
    Pacific Program Management (12/21/25)
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  • Client Care Specialist, Veterinary Medicine

    Ethos Veterinary Health (San Carlos, CA)
    …leading veterinary ophthalmology practice, is seeking a Part Time Client Service Coordinator to provide exceptional administrative support for our patients ... + Manage emails and relay messages between clients and medical staff Administrative & Client Service + Schedule appointments and procedures; support daily… more
    Ethos Veterinary Health (11/19/25)
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  • JP Morgan Advisors - Senior Client

    JPMorgan Chase (Palo Alto, CA)
    …world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and ... to a team that values strong relationships and exceptional client service will directly impact our clients'...JP Morgan Online and mobile suite + Perform daily administrative and operational duties that support the Financial Advisor(s)… more
    JPMorgan Chase (12/03/25)
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  • Retirement Client Advisor

    UMB Bank (Sacramento, CA)
    …testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled ... **RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client...the job function. **Qualifications:** + Bachelor's degree in Business Administration , Management or Finance or combinations of education &… more
    UMB Bank (11/21/25)
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  • PWM Client Services Team Leader (New…

    US Bank (Los Angeles, CA)
    …clear communication regarding requirements, timelines, and next steps. + Deliver exceptional client service to build trust and encourage long-term relationships. ... The manager ensures operational excellence, compliance, and a superior client experience throughout the account opening process. **Key Responsibilities:**… more
    US Bank (11/20/25)
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  • Workers Compensation Claims Examiner | Dedicated…

    Sedgwick (Sacramento, CA)
    …of claims within service expectations, industry best practices, and specific client service requirements. **PRIMARY PURPOSE OF THE ROLE:** We are looking ... Workplaces in Financial Services & Insurance Workers Compensation Claims Examiner | Dedicated Client | NY Licensing Required | Remote Are you looking for an… more
    Sedgwick (12/17/25)
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  • Client Solution Specialist

    PNC (Irvine, CA)
    …sales, service and execution support for new and ongoing client relationships. + Gathers required documentation. Prepares, reviews and verifies documents and ... + Acts as a point of contact for clients, client teams or service partners and escalates...systems/applications. Provides reports as needed. + May perform general administrative support. PNC Employees take pride in our reputation… more
    PNC (01/09/26)
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