- BlackRock (San Francisco, CA)
- …and the enhancement of the client experience. **Role Responsibility** In the role of Client Service Officer (CSO) you will be a dedicated member of the ... purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a...best of BlackRock to clients and provide a differentiated client experience. ** Client Service Officer… more
- VCA Animal Hospitals (Victorville, CA)
- We are seeking a highly experienced Client Service Professional to join our leadership team as Client Service Supervisor. Under direction from the ... Hospital Manager, the Client Service Supervisor performs a wide range...management of finances and accounting, marketing and promotion of services , staffing and human resources, and discretionary activities that… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Posting: Senior Client Service Associate- Multi-Family Office A prestigious and forward-thinking multi-family office headquartered in San ... Francisco is seeking a highly motivated Senior Client Service Associate to join its growing...growing team. This firm is known for delivering bespoke financial services to ultra-high-net-worth individuals and families,… more
- Robert Half Office Team (Pomona, CA)
- …compliance with policies before distributing or filing. * Collect and update client financial information, fees, and related documents, ensuring billing systems ... can efficiently manage records, maintain databases, and deliver excellent customer service . The role involves working independently while adhering to established… more
- Robert Half Accountemps (Poway, CA)
- …Half is seeking a detail-oriented Accounts Receivable Specialist to support our client 's financial operations by ensuring timely payments and reconciling ... monthly AR aging reports for management review. + Provide excellent customer service support to resolve billing inquiries professionally. + Contribute to process… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services . Client ... partnering closely with firm leadership to execute custom strategies. You'll lead client service initiatives, manage complex planning workflows, mentor junior… more
- City National Bank (Los Angeles, CA)
- …for compliance to bank policies and industry regulations. Ensures excellent client service , operational integrity and regulatory compliance. Provides support ... of operational service needs. * Ensures quality client service . Identifies and escalates exception conditions...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- Columbia Bank (Templeton, CA)
- Client Service Specialist Retail Banking Group Templeton, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...the first point of contact for most clients, the Client Service Specialist (Teller) plays a key… more
- Columbia Bank (Lakeport, CA)
- Client Service Specialist I Retail Banking...and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best ... **About the Role:** As the first point of contact for most clients, the Client Service Specialist(Teller)playsa key role in delivering on the bank's Breakthrough… more
- CBRE (Los Angeles, CA)
- Client Services Coordinator - Administrative Job ID 230233 Posted 22-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest ... United States of America **About the Role:** As a Client Services Coordinator, you will be responsible...as percentages, discounts, and commissions and basic knowledge of financial terms and concepts with the ability to conduct… more