- 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. + Familiarity ... building trusted relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and mission-focused… more
- Public Consulting Group (Sacramento, CA)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... the delivery of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client … more
- HUB International (Newport Beach, CA)
- … team to support a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting ... client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client … 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 ... and additional info. Our client is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a full-time permanent role… more
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * ... the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …A boutique, fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client ... some of the most sophisticated clients in the world. The Role The Senior Client Service Associate will own critical aspects of the client … more
- HUB International (Newport Beach, CA)
- …paid time off, a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account ... preferred) + Required "soft skills": efficient time management, organization, customer service , high initiative, team-oriented and high attention to detail _*This is… more
- City National Bank (Los Angeles, CA)
- *REGULATORY ASSOCIATE , IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS* WHAT IS THE OPPORTUNITY? This position will work directly with the City ... assist in identifying, monitoring and mitigating operational and regulatory risks within Client Service & Operations.The role will support corporate governance… more
- ADP (La Palma, CA)
- ADP is hiring customer service professionals for their ** Associate Client Support Consultants** positions. Hybrid position, Monday thru Friday work week. + ... users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you do every day… more
- Banfield Pet Hospital (Roseville, CA)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide ... professional, efficient and exceptional client service (lead by example), ensuring all...to use a keyboard, operate equipment and read information. Associate is routinely exposed to a variety of pets… more