- Robert Half Finance & Accounting (Marin County, CA)
- …in Marin County with a Hybrid schedule. Our client is a client -first financial services firm dedicated to delivering comprehensive wealth management ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a...well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm's continued growth.… more
- VCA Animal Hospitals (Tustin, CA)
- …patients and providing those pet parents over the phone with a financial update. ESSENTIAL FUNCTIONS: * Customer service functions, including: greeting ... in the back office would be best. As a financial CSR, your duties will include creating an estimate...based on the doctor's recommendations. * Answering questions regarding services and cost * Managing medical records, charts, reports… more
- WTW (San Francisco, CA)
- …to support client decisions + Partners with Global Delivery Centers and Client Service teams to deliver superior project management + Communicates complex ... Role** + Is an active member on multiple employer client teams providing financial analyses, outputs and...quality deliverables on time and within budget + Strong client service orientation and ability to respond… more
- WTW (Irvine, CA)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... varying client complexity by working across different client profiles and roles, including leading clients' financial... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- Raymond James Financial, Inc. (San Diego, CA)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- JPMorgan Chase (San Francisco, CA)
- …conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and ... services to best meet the objectives of each client . The Client Specialist provides high level...wealth management solutions, and delivers a high level of service . As a Client Specialist within JP… more
- JPMorgan Chase (Irvine, CA)
- …**Required qualifications, capabilities, and skills** + Possess 10+ years in Financial Services , including affluent or complex relationship management and ... work collaboratively in a team environment to deliver bespoke solutions and exceptional client service . + The Securities Industry Essential (SIE) exam, FINRA… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Associate - Wealth Management Are you passionate about delivering exceptional client service in the financial services industry? A well-established and ... rapidly growing investment advisory firm is seeking a Client Service Associate to join its dynamic...plus + Minimum of 5 years of experience in financial services , preferably in wealth or asset… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …training Requirements Qualifications + 1-3+ years of experience in client service or operations within financial services (RIA, broker-dealer, custodian, ... Description Client Service Associate Location: Walnut Creek, CA | In-Office Preferred (Hybrid Flex) Compensation: $70,000 - $90,000 DOE + Full Benefits + Career… more
- Charles Schwab (Newport Beach, CA)
- …years' experience with customer service + 3-5 years in a security/ financial services capacity **Preferred** **qualifications** + Notary + 2+ years' ... you can bring your passion for mentorship and developing client service professionals to a firm that...and oral communication skills Previous experience in a direct client -facing role + Strong financial acumen, especially… more