- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time ... lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …or TD Ameritrade is a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and able to manage multiple ... or email (ren.friedman at roberthalf) for immediate consideration and additional info. Our client is recruiting for a Junior Client Services Associate at a… more
- HUB International (Newport Beach, CA)
- …building success by developing relationships with others **POSITION SUMMARY:** In the ** Client Service Associate** role, the successful candidate thrives in a ... supporting the Account Management Team with a high volume of administrative responsibilities, performing the following duties: + Administrative support… more
- Banfield Pet Hospital (Signal Hill, CA)
- Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the ... hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. . Maximize the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting +… more
- Banfield Pet Hospital (Chula Vista, CA)
- The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in ... hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number… more
- Banfield Pet Hospital (Clovis, CA)
- The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes theproductivity of the veterinary medical team (in ... hospital services and route the flow of clients and pets to ensuresuperior client care and maximum productivity of the veterinary medical team. Maximize the number… more
- City National Bank (Los Angeles, CA)
- …for accuracy and compliance. Overseas the risk associated with the operational and administrative aspects of high net worth client servicing and transaction ... correspondence needed for Program accounts. * Review and approve all periodic administrative reviews in the AAIR application. Review client investment… more
- M&T Bank (Costa Mesa, CA)
- …experience, including a minimum of 1 year relevant work experience with direct client contact Strong focus on customer service and satisfaction Strong verbal ... business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. Maintains daily contact with clients to address… 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 ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more