• Client Support Associate…

    TEKsystems (San Diego, CA)
    Description Seeking a Client Support Associate for a financial services organization in El Segundo or San Diego, CA. This individual will deliver world class ... escalated issued from representatives and customers calling in for support . What you will do: * You will quickly...assigned work schedule. * You will utilize the CRM ( Client Relationship Management) tool to accurately record each call.… more
    TEKsystems (08/20/25)
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  • Customer Service Rep/ Associate…

    ADP (La Palma, CA)
    ADP is hiring customer service professionals for their ** Associate Client Support Consultants** positions. Hybrid position, Monday thru Friday work week. + ... YOU'LL DO:** _Responsibilities_ **What you can expect on a typical day:** ** Client Support .** You will help our clients manage their business using our… more
    ADP (08/13/25)
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  • Client Service Associate

    Robert Half Finance & Accounting (Walnut Creek, CA)
    …Fukumae is partnering with a boutique RIA in Walnut Creek that is actively seeking a Client Service Associate to support its growing client base and ... Description Client Service Associate Location: Walnut Creek,...client records and assist with compliance requirements + Support client onboarding, transfers, and day-to-day operational… more
    Robert Half Finance & Accounting (08/28/25)
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  • Family Office - Sr. Client Service…

    Robert Half Finance & Accounting (San Francisco, CA)
    …firm's culture emphasizes collaboration, customization, and long-term impact. Position Overview The Client Services Associate will support all operational ... onboarding, investment reporting, and financial administration. This role sits between junior support staff and senior client -facing directors, offering a unique… more
    Robert Half Finance & Accounting (08/28/25)
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  • Paraplanner - RIA Firm

    Robert Half Finance & Accounting (Walnut Creek, CA)
    …Robert 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 ... Description Client Service Associate Walnut Creek, CA...ahead of client reviews + Maintain accurate client records and support compliance efforts +… more
    Robert Half Finance & Accounting (08/19/25)
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  • Retail Part Time Store Associate

    The ODP Corporation (Walnut Creek, CA)
    …logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a customer-centric environment, engagement with the ... **Overview** As a Part Time Retail Store Associate at Office Depot, your part-time role is...complete documentation, utilize training tools and process inventory. + Client focused, positive and engaging, action oriented, demonstrates a… more
    The ODP Corporation (08/29/25)
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  • Sr. Client Service Associate…

    Robert Half Finance & Accounting (Walnut Creek, CA)
    Description Client Service Associate - Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its high-touch, ... culture and commitment to long-term relationships. Position Overview The Client Service Associate will be the primary...wire transfers, and rollover requests. + Respond promptly to client inquiries and provide support across financial… more
    Robert Half Finance & Accounting (08/29/25)
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  • WM - Client Service Associate

    Robert Half Finance & Accounting (Walnut Creek, CA)
    Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking a ... dedicated and personable Client Service Associate to join its growing...wire transfers, and rollover requests. + Respond promptly to client inquiries and provide support across a… more
    Robert Half Finance & Accounting (08/20/25)
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  • Sr Client Service Associate

    Public Consulting Group (Sacramento, CA)
    …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the ... Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is...to EDPlan. + Lead onboarding, demos, troubleshooting, and follow-up support for clients. + Plan and lead client… more
    Public Consulting Group (08/28/25)
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  • Client Service Associate - Wealth…

    Robert Half Finance & Accounting (San Jose, CA)
    …openings, transfers, closures, and related documentation + Prepare and process trades and client transactions efficiently + Support client meetings with ... Description Client Service Associate - Wealth Management...technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in… more
    Robert Half Finance & Accounting (08/27/25)
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