- Robert Half Finance & Accounting (Mountain View, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered Investment ... 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)
- …Economics, or related field. + 3+ years of experience in client service or operations within the financial services industry. + Familiarity with custodial ... building trusted relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and mission-focused… more
- Bank of America (San Diego, CA)
- …for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's ... responsibilities include, but are not limited to:** + Managing the branch's Wealth Management Client Associates and Service Support Staff + Overseeing the… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description A client -focused financial services firm is seeking a Client Experience Coordinator to support its advisory team and enhance the overall ... + Coordinate refreshments, mail distribution, and office supplies + Support client engagement activities such as sending...+ 2+ years of experience in an administrative or client service role + Bachelor's degree preferred… more
- BlackRock (San Francisco, CA)
- …and user training + Work closely with the Client and Aladdin Product Managers to support client development needs + Work closely with the Client and key ... **About this role** **Aladdin Client Transformations - Front Office** **What we do**...to do with their money and the products and services they need to secure a better financial future.… more
- City National Bank (Anaheim, CA)
- …Assists the Client Manager in supervising and participates in the operations, client service , and internal sales activities of the branch. * Monitors and ... * Functions as part of a cohesive unit to service client transactions and is responsible for...CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes… more
- BlackRock (San Francisco, CA)
- …enhancements + Work closely with other business units to prepare the Level 1 Aladdin Client Service team for product changes and releases + Develop skills to ... with Aladdin users on product-specific workflows, product, process and service + Drive support initiatives by engaging...in the investment lifecycle + 3+ years in a client or vendor facing support role +… more
- SAP (Palo Alto, CA)
- …to our clients, internal and external stakeholders. We are dedicated to customer centricity, client intimacy and support of client lifecycle management. We ... customer resource capacity for innovation. **THE ROLE** As Senior Client Delivery Manager (CDM) we are looking for an...and engagement model to internal and external stakeholders. . Support the customer or SAP services teams… more
- VCA Animal Hospitals (Los Angeles, CA)
- …**Overview:** At the heart of our hospital is a commitment to delivering an exceptional client experience. As a Client Service Representative (CSR), you are ... . This is an opportunity to help us strengthen client relationships and support the well-being of...+ Make outbound calls for appointment reminders, follow-ups, and client outreach + Present and explain service … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm is ... and reporting + Coordinate wires, funding requests, and daily operations + Support client ‑run foundations and philanthropic initiatives + Track tax workflows… more