- AON (San Francisco, CA)
- …Practice group supporting the Executive Compensation Advisory practice. As a Partner , you will balance multiple client engagements, establish relationships ... Practice group supporting the Executive Compensation Advisory practice. As a Partner , you will balance multiple client engagements, establish relationships… more
- HUB International (Long Beach, CA)
- …collaborator to advance mutual goals and long-term partnerships. + Provide Commercial Lines Insurance and Client Service thought leadership to the broader ... North America and ranked 5th among the world's largest insurance brokers, our focus is dedicated to providing our...a generous 401k plan and more! **THE OPPORTUNITY:** The Client Service Director (CSD) is a critical… more
- CIBC (San Francisco, CA)
- …Marketing), and External Service providers (accountants, attorneys, custodians, insurance providers). + Proactively monitor and address client needs ... (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Family Office Client Service Manager, you will provide customized...in coordination with the CIBC Family Office Team. + Partner with the central CIBC Family Office and SEI… more
- Columbia Bank (Napa, CA)
- Client Service Specialist Retail Banking Group Napa, California **Description** **About Us:** At Columbia, we create a great place to work by offering a unique ... the first point of contact for most clients, the Client Service Specialist (Teller) plays a key...and referring basic bank products to the appropriate business partner . + Provides an extraordinary client experience… more
- Columbia Bank (Atascadero, CA)
- Client Service Specialist I Retail Banking Group Atascadero, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... the first point of contact for most clients, the Client Service Specialist (Teller) plays a key...and referring basic bank products to the appropriate business partner . + Provides an extraordinary client experience… more
- Columbia Bank (Rolling Hills Estates, CA)
- Client Service Specialist II Retail Banking Group Rolling Hills Estates, California **Description** **About Us:** At Columbia, we create a great place to work by ... the first point of contact for most clients, the Client Service Specialist (Teller) play a key...identifying and referring basicbank products to the appropriate business partner . + Provides an extraordinary client experience… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …accuracy (Addepar) + Maintain CRM systems and organize client documentation + Partner with leadership on client service initiatives and process ... Description Senior Client Service Associate or Associate Director...on building something meaningful + Health, dental, and vision insurance (100% employer-paid for employees) + Paid parental leave… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …contributing to firm-wide growth. Key Responsibilities + Serve as the primary contact for client service requests + Execute client transactions and requests ... with accuracy and efficiency + Partner with senior management on bespoke strategies and firm...preferences and exceeding expectations + Guide and support junior client service associates and analysts + Assist… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... and subject matter resource for new team members + Partner with internal investment professionals to assist in cash...firm priorities as needed Requirements + Proven experience in client service with high net-worth individuals, wealth… more
- Ethos Veterinary Health (Concord, CA)
- …paid for any hours worked between 6pm - 6am About the Role: As a Veterinary Client Service Coordinator, you'll partner closely with our doctors to ensure ... Client Service Coordinator- Concord 9:30am-8:00pm, Sun,...wellness programs, including health, dental, vision, disability, and life insurance . + Flex-spending accounts and 401(k). + Employee Assistance… more