- ADP (San Dimas, CA)
- ADP is hiring a **Senior Client Service - Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities ... our clients. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client - service /… more
- Banc of California (Murrieta, CA)
- …regulations, wherein the Company operates. **HOW YOU'LL MAKE A DIFFERENCE** + Front line client service support . + Must exercise independent judgement and ... In addition, the CSR will be responsible for major client relationships from a business and service ...+ Strong knowledge of Bank's services and products for client support and cross-selling. + Provide research… more
- Bank of America (Los Angeles, CA)
- …results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage… more
- Bank of America (Pasadena, CA)
- …make an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage… more
- Bank of America (Walnut Creek, CA)
- …results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage… more
- Bank of America (Newport Beach, CA)
- …for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's ... but are not limited to:** + Managing the branch's Wealth Management Client Associates and Service Support Staff + Overseeing the daily operations of a… more
- Bank of America (San Francisco, CA)
- …ACRM partners with the Market Client Relationship Manager in managing the Client Associates, Service Support Staff, and the Market's Operations functions ... Participate in the management and training & development of the Market's Client Associates and Service Support Staff + Develop an understanding of and… more
- Robert Half Office Team (Rancho Santa Fe, CA)
- …communication. Requirements + 3-5+ years of experience in financial services, ideally in a client service or advisor support role. + Familiarity with wealth ... A prestigious wealth management firm in Rancho Santa Fe is seeking a Senior Client Service Associate to join their close-knit, high-performing team. This is a… more
- HUB International (San Diego, CA)
- …Fosters a positive and mutually supportive working environment, to provide the best possible client service and producer support . + Develops and shares ... order to effectively manage their health and welfare programs. The Employee Benefits Client Service Manager oversees the Account Executives. This position may… more
- Kelly Services (Los Angeles, CA)
- …Requirements: - High school diploma or equivalent required; - Minimum 3 years of customer service or client support experience - Professional email and phone ... Now Hiring: Client Support Analyst Location: Los Angeles,...workflow improvements - Demonstrate deep understanding of our legal service offerings - Ensure all service level… more