- Raymond James Financial, Inc. (Walnut Creek, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
- Raymond James Financial, Inc. (San Diego, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
- ADP (La Palma, CA)
- …http://adp.careers/DEI\_Videos Ready to #MakeYourMark? **Apply now!** **To learn more about Client Services at ADP** , watch here: https://adp.careers/ Client ... ADP is hiring an ** Associate Account Manager** . **This is not a...to join a company with_ _award-winning_ _training_ _and_ _world-class service guidelines_ _to help you achieve success,_ _growth, and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and building trusted relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and ... account maintenance including money movements, distributions, and alerts. + Support client onboarding and education, including online...+ 3+ years of experience in client service or operations within the financial services … more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm ... organize client documentation for intuitive team access. + Partner with senior client service leaders to drive strategic initiatives and client … more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …about delivering exceptional client service in a people-first environment? As a Client Service Associate , you'll be the primary point of contact for ... This role blends relationship management with operational expertise. You'll support financial advisors, manage client requests, and...You Bring + Bachelor's degree + 2+ years of client service experience in financial services… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …for immediate consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, client -focused Registered ... first point of contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Client Service Associate (CSA) Mountain View, CA - Onsite 4 days/week (5 days/week for first 3 months) $90,000-$110,000 base (DOE) + ... excellence, precision, and long-term relationships. The Opportunity As a Client Service Associate , you'll be...technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in… more
- City National Bank (Los Angeles, CA)
- …SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * Minimum ... are the primary contact person providing proactive and consultative support to resolve operations issues that may from time...client accounts and utilization of bank products and services . Works with clients to assist in operations areas.… more
- The ODP Corporation (Rohnert Park, CA)
- …logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a customer-centric environment, engagement with the ... Store Associate should be passionate about sales, delivering exceptional service , and driving operational excellence. The essential functions of this position… more