- CVS Health (Sacramento, CA)
- …contributor to join our Digital, Data, Analytics, and Technology (DDAT) Client Services and Operations Division. This role will support the growth and ... to enhance the value of CVS Health through DDAT services . + Support the development and execution...deep knowledge of PBM, healthcare, and technology trends to support client needs. + Assist in contract… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …requests. + Respond promptly to client inquiries regarding financial products and services . + Support client onboarding and ensure a smooth transition ... a key liaison between clients and advisors, ensuring exceptional service and operational support . This role requires...+ Minimum of 2 years of client service experience, preferably in financial services or… more
- Robert Half Finance & Accounting (San Francisco, 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 ... ahead of client reviews + Maintain accurate client records and support compliance efforts +...2-3 years of experience in a client service or operations role within a financial services… more
- JPMorgan Chase (Irvine, CA)
- … client service operations, and building and maintaining strong client relationships to support long-term business success. FEDERAL DEPOSIT INSURANCE ACT: ... Step into the role of a Client Service Senior Associate within our...environment. + Experience engaging in strategic planning to align client services with organizational goals and … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …by understanding client preferences and consistently exceeding expectations. + Guide and support Client Service Associates and Analysts on shared ... Description Job Posting: Senior Client Service Associate- Multi-Family Office A...team. This firm is known for delivering bespoke financial services to ultra-high-net-worth individuals and families, offering a full… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …economics, or related field + 3+ years of experience in client service or operations within the financial services industry + Proficiency in Microsoft ... client -focused financial advisory firm is seeking a Client Services Associate to join its team....alerts + Maintain accurate records in CRM systems and support client meeting scheduling + Collaborate with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … relationships by understanding preferences and consistently exceeding expectations + Guide and support Client Service Associates and Analysts on shared ... Description Job Opportunity: Senior Client Service Associate - Multi-Family Office...and tax planning, lending strategies, and comprehensive family office services . About the Firm Rooted in collaboration, innovation, and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …as the first point of contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process ... info. Our client is recruiting for a Client Service Associate at a growing, ...daily custodian alerts and follow up as needed + Support client onboarding, account setup, and CRM… more
- City National Bank (Studio City, CA)
- …management of the client relationship after the sale to support client success within our SaaS products and services * Active ownership of the ... score * Collaborate with other departments as needed to service client needs or act as SME...technology environment * Minimum of 6 years providing direct client services *Additional Qualifications* * Bachelors degree… more
- Bank of America (Walnut Creek, CA)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive ... balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office… more