- 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
- Bank of America (San Francisco, CA)
- …the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff + Representing the office ... be highly motivated to drive firm-wide initiatives such as Client Support Enhancer, SQA+, Client ...partners closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- ADP (La Palma, CA)
- ADP is hiring customer service professionals for their bilingual **Associate Client Support Consultants** positions. Hybrid position, Monday thru Friday work ... technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your..._Responsibilities_ **What you can expect on a typical day:** ** Client Support .** You will help our clients… more
- Bank of America (Walnut Creek, CA)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive ... risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill… more
- BrightSpring Health Services (Union City, CA)
- …Care or related industries* Desired: previous experience in a client management, customer service , or client support role; previous experience in a ... performed remotely. Required: 3 or more years' experience in client management (customer service ) or sales in...client support role within a healthcare setting or other business-to-business… more
- CIBC (San Francisco, CA)
- …Promptly research and bring about resolution of all client issues. + Provide integral support for client service teams and special projects + Achieve and ... Hours** 40 **Skills** Analytical Thinking, Cash Flow Analysis, Client Service , Customer Experience (CX), Investment Portfolios, Post-Sales Support , Product… more
- City National Bank (Los Angeles, CA)
- …to bank policies and industry regulations. Ensures excellent client service , operational integrity and regulatory compliance. Provides support to ... of operational service needs. * Ensures quality client service . Identifies and escalates exception conditions...* Minimum 5 years experience in client service , banking operations or relationship management support … more
- Cognizant (Sunnyvale, CA)
- …client feedback and implement changes to improve service delivery and client experience. + Support delivery management processes to ensure efficient and ... management** , **program management** , and **delivery management** , ensuring seamless service execution and exceptional client satisfaction. You will serve as… more