- Cognizant (Sunnyvale, CA)
- … client feedback and implement changes to improve service delivery and client experience. + Support delivery management processes to ensure efficient and ... ** CLIENT RELATIONSHIP MANAGER - ISV & Hi-Tech** **Location:...Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing… more
- VCA Animal Hospitals (Fountain Valley, CA)
- …registered veterinary technician(technologists), and veterinary assistants, with all aspect of client -facing support . Your primary duty will be supporting our ... for the call, communicating with supported department as needed, and support fellow Client Service Representatives, as needed and when able, with clients present… more
- Bank of America (Walnut Creek, CA)
- …a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The ... market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the...the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Respond promptly to client inquiries regarding financial products and services. + Support client onboarding and ensure a smooth transition for new clients. + ... requests to ensure timely resolution. + Uphold confidentiality and security of client information. + Provide administrative support including report and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and warmth + Coordinate refreshments, mail distribution, and office supplies + Support client engagement activities such as sending cards, gifts, and ... A client -focused financial services firm is seeking a Client Experience Coordinator to support its advisory team and enhance the overall client … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half is partnering with a boutique RIA in Walnut Creek that is actively hiring a Client Service Associate to support their growing client base and advisory ... and documentation ahead of client reviews + Maintain accurate client records and support compliance efforts + Assist with client onboarding, transfers,… more
- Bank of America (San Diego, CA)
- …sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations ... are not limited to:** + Managing the branch's Wealth Management Client Associates and Service Support Staff + Overseeing the daily operations of a Merrill branch… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …+ Assist clients with beneficiary updates, wire transfers, and rollover requests + Support client onboarding and ensure a smooth, welcoming experience + Process ... reports, and presentations + Ensure confidentiality and security of client information + Provide general administrative support ...of client information + Provide general administrative support to the advisory team Preferred Skills: + Prior… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …+ Respond to client inquiries across a range of financial services + Support client onboarding and ensure a smooth transition for new clients + Process ... Description Overview: A boutique financial advisory firm is seeking a Client Service Associate to join its close-knit, client -focused team. With a strong… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …+ Assist with account updates, beneficiary changes, wire transfers, and rollovers + Support client onboarding and ensure a smooth, welcoming experience + Process ... client reports and communications + Ensure confidentiality and security of client information + Provide administrative support including report preparation… more