- Amazon (CA)
- …in Microsoft Office Suite Experience using electronic health records (EHR) or customer relationship management ( CRM ) systems Knowledge of HIPAA ... & stat patient needs. Key job responsibilities A phone customer service healthcare associate for patient billing...regulations, and accurately document all interactions in the company's customer relationship management system. They… more
- Medtronic (San Francisco, CA)
- …in a more connected, compassionate world. **A Day in the Life** + The Associate TerritoryManager (ATM) 1 will partner with the field sales and clinical teams and ... business. The ATM1 will report directly to the District Manager and support specific territories and business initiatives in...services within an assigned geographic area and /or specific customer accounts to meet or exceed sales targets. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time permanent role based ... Area's most successful families. This multi-family office provides investment management , financial planning, lending strategies, and tailored family office… more
- TEKsystems (San Diego, CA)
- …review scores while adhering to assigned work schedule. * You will utilize the CRM (Client Relationship Management ) tool to accurately record each call. ... Description Seeking a Client Support Associate for a financial services organization in El...San Diego, CA. This individual will deliver world class customer service and handle complex and escalated issued from… more
- United Rentals (South Gate, CA)
- …**_What you'll do:_** + Qualify and quantify the needs of our existing customer base by utilizing our CRM program, SalesForce.com, and persuasive selling ... build your future with United Rentals!** As a Sales Associate , you will have an exciting opportunity to grow...+ Sales Tools: access content through both internal & customer facing programs + Artificial Intelligence: leverage descriptive &… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …financial guidance and exceptional service. We're looking for a Client Service Associate who thrives in a relationship -driven environment and is passionate ... Description Join a people-first, high-touch wealth management firm with over 15 years of advisory...smooth, welcoming experience for new clients. + Maintain accurate records in Salesforce and follow up on pending client… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a ... as needed + Support client onboarding, account setup, and CRM updates + Help coordinate meetings and maintain service...3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft Office; experience… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team. This firm specializes in serving ultra-high-net-worth individuals ... and families, offering a comprehensive suite of services including investment management , financial and retirement planning, lending strategy, and bespoke family… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …onboarding and education, including online access and account setup. + Maintain accurate records in CRM and assist with scheduling and mailings. + Collaborate ... relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and mission-focused team. This is a unique… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes in building and ... and multi-generational families. The firm integrates wealth strategy, investment management , financial operations, and family office services into a cohesive… more