- HUB International (Monterey, CA)
- …excellence throughout the insurance community. **THE OPPORTUNITY:** The Personal Lines Client Service Specialist is responsible for providing exceptional service ... to our clients and their co-workers. They work collectively with assigned account managers to provide support in selling and servicing to our current and new… more
- PNC (Walnut Creek, CA)
- … within PNC's Corporate Banking organization, you will be based in Irvine, CA. Client Solution Specialist (CSS) provides support to Underwriters (UW), Credit ... compliance with policies, procedures, and risk avoidance. As a Client Solution Specialist , you will be responsible...position. **Job Description** + Provides sales, service and execution support for new and ongoing client relationships.… more
- City National Bank (Los Angeles, CA)
- * CLIENT CARE SPECIALIST * WHAT IS THE...account inquiries, product and services suggestions, etc. Informs Client Care Leads and Client Contact Center ... OPPORTUNITY? The Client Care Specialist is responsible for responding to and handling a...and follows established procedures to ensure clients personal and account information is safe and secure. WHAT WILL YOU… more
- PNC (San Francisco, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will ... STEM OPT for this position. **Job Description** + Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is ... primarily back-office and administrative, with some client interaction via email and phone. You'll ...to ensure exceptional service. What You'll Do + Manage client requests such as account openings, transfers,… more
- Banc of California (Escondido, CA)
- …corrections on IBS + Strong knowledge of the Bank's services and products for client support + Provide research assistance and information to customers. + ... groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Service Specialist is a pivotal member...operates. **HOW YOU'LL MAKE A DIFFERENCE** + Front line client service support + Provide phone … more
- Robert Half Office Team (Escondido, CA)
- Description We are looking for an organized HOA Client Services Specialist to join our team in Escondido, California. In this role, you will play a vital part in ... Assist clients with navigating the organization's platform and provide basic technical support when needed. * Accurately process client monetary requests,… more
- Aston Carter (Valencia, CA)
- Job Title: Senior Client Engagement Specialist Job Description The Sr Client Engagement Specialist acts as the primary liaison between the company and ... includes processing purchase orders, coordinating schedule changes, providing post-sale support , preparing price quotes, and resolving billing disputes. The role… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and ... client accounts while ensuring exceptional service delivery. The ideal...Processing: Records third-party expenses and disbursements in expense systems. Account Management: Monitors unapplied cash, reallocates payments when bills… more
- Robert Half Accountemps (San Diego County, CA)
- Description Robert Half is seeking a dedicated Account Specialist for a contract to permanent opportunity with a reputable client . This position offers a ... finance and other departments to ensure seamless accounting and client support processes. + Prepare periodic reports...field preferred. + 1+ year of experience in an account specialist or similar role. + Proficient… more