- H&R Block (Elk Grove, CA)
- …tools (ie, video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and services + Understand ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...needs and you'll have the support of an expert team , dedicated to providing you with advanced tax training… more
- H&R Block (Palo Alto, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It...math, accounting, or finance What you'll bring to the team + Assist with the beginning of the tax… more
- EFI Global (Riverside, CA)
- …YOU CARE, THERE'S A PLACE FOR YOU HERE EFI Global is a full- service engineering, fire investigation, environmental, health and safety, and specialty consulting ... services firm serving a variety of industries in both...output of others ensuring all work meets or exceeds client expectations and contractual obligations. + Meets or exceeds… more
- Insight Global (San Francisco, CA)
- Job Description A client of Insight Global is seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated ... providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be...the advice of CFAs, CPAs and JDs into the client relationship. Our target market is high-net-worth Individuals with… more
- 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 ... 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
- 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
- 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
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and...team . + Provide a high level of customer service . **Education/Previous Experience** + High School Diploma or equivalent… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …development and teamwork. The Opportunity The firm is seeking a Manager, Client Service & Operations to lead a team of five professionals across Client ... mentor a team of five professionals across Client Service , Operations, and Trading. + Oversee...to ensure seamless service delivery. + Evaluate Advisor requests across multiple offices and allocate team… more
- Bank of America (Walnut Creek, CA)
- …MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client ...support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and… more