- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate. You will support an exclusive group of ... as the liaison between the advisor and various internal functions including client services , trading, billing, performance, and portfolio management. + Manage… more
- PNC (Walnut Creek, CA)
- …PNC's Corporate Banking organization, you will be based in Los Angeles, CA. Client Solution Advisor (CSS) provides support to Underwriters (UW), Credit Products ... complete the implementation and provide ongoing relationship management. May maintain client -specific procedures. Provides sales or consultative support to… more
- Oracle (Sacramento, CA)
- …Integration deployment strategies, including interdependencies and design impacts + Engage in client support outside of standard business hours as needed + ... targets + Effectively maintain knowledge of CareAware Device Integration products and services + Escalate issues to engineering and support management as… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …firm initiatives. Key Responsibilities + Serve as the primary point of contact for client service needs, ensuring prompt and accurate execution. + Partner with ... wealth management team serving ultra‑high‑net‑worth clients. This role combines client relationship management, strategic planning support , and leadership… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …environment. Key Responsibilities + Serve as the primary point of contact for client service needs, ensuring timely and accurate execution + Partner with ... top‑tier wealth management team serving ultra‑high‑net‑worth clients. This role blends client relationship management, strategic planning support , and leadership… more
- Bank of America (Folsom, CA)
- …previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, ... applies knowledge of borrowing and banking to recommend financial services that best align with the client 's...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
- Ensono (Los Angeles, CA)
- …metrics to ensure project success and profitability. + Strengthen delivery assurance and client support across all engagements. + Accountable for managing and ... delivery capability, approach and responsibility and will foster strong relationships with client leadership to facilitate effective project and service delivery… more
- AON (San Francisco, CA)
- …industries. Apprentices learn the foundations of commercial insurance, risk assessment, and client service , while building the skills, habits, and business ... 3rd, 2026 What the day will look like Business Service Apprentices support our risk management and...learn the foundations of commercial insurance, risk assessment, and client service , while building the skills, habits,… more
- Ventura County (Ventura, CA)
- …This level may also supervise specialized teams or coordinate centralized, department-wide client support services . AGENCY/DEPARTMENT: Health Care Agency - ... this position will include clinical charting and discharge planning, coordinating community support services with the treatment and case management plans,… more
- JPMorgan Chase (San Francisco, CA)
- …Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance… more