- ADP (San Dimas, CA)
- ADP is hiring a ** Client Service - Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities throughout ... Ready to #MakeYourMark? **Apply now!** **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client...from state and federal agencies. + **Be a Trusted Advisor and Problem Solver.** You will use a breadth… more
- Oracle (Sacramento, CA)
- …requirements into elegant, scalable OIPA solutions. + Be the trusted advisor to client stakeholders-guiding decision-making, driving adoption, and ensuring ... for medium to large-scale implementations across insurance and financial services clients. + Collaborate cross-functionally with business, architecture, and… more
- Fiserv (Sacramento, CA)
- …strategic and consultative management for a portfolio of existing clients. As the strategic advisor to the client , this individual is required to have an ... in-depth understanding of the client 's business, goals, strategies, and industry trends and directions. This role is focused on helping clients grow their business,… more
- World Wide Technology (Sacramento, CA)
- …teams? Join WWT today! **Why should you join Global Enterprise Sales?** As a Client Services Executive you will lead WWT Services sales efforts ... doing?** Always curious and with outcomes in mind, the Client Services Executive will grow WWT's ...of awarded engagements from the sales phase to the service delivery phase. WWT's Services business consists… more
- Deloitte (San Francisco, CA)
- …and technical issues. + Serve as a trusted advisor by managing client relationships, delivering consultative services , and consistently exceeding client ... Come join the world's leading professional services firm where you will have the opportunity...and monitoring industry trends. + Prepare clear and compelling client reports, participate in internal and external presentations, and… more
- US Bank (Los Angeles, CA)
- …clear communication regarding requirements, timelines, and next steps. + Deliver exceptional client service to build trust and encourage long-term relationships. ... with internal teams (Trust Officers, Investment Consultants, Operations, Private Wealth Advisor ) to facilitate timely account setup. + ** Client Relationship… more
- Deloitte (San Francisco, CA)
- …Build and nurture executive-level client relationships, serving as a trusted advisor on #managed services and outcome-based solutions that drive operational ... , and a track record of driving complex, outcome-focused sales? If so, Deloitte Services LP is seeking a high-performing client relationship and solutions Sales… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …both professional development and teamwork. The Opportunity The firm is seeking a Manager, Client Service & Operations to lead a team of five professionals ... across Client Service , Operations, and Trading. This individual...with custodians and external data providers to ensure seamless service delivery. + Evaluate Advisor requests across… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the liaison between the advisor and various internal functions including client services , trading, billing, performance, and portfolio management. + Manage ... and professional pursuits. Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now...custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA… more
- EverBank (Santa Monica, CA)
- …+ Provides support to financial center managers or relationship managers as important client service team member and serves as an advisor to the client 's ... Responsibilities and Duties** + Promotes the organization's banking financial services suitable for the client based on...and opening new accounts, with a focus on personalized service . + Proven ability to acquire, retain, and deepen… more