- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate - Wealth Management Are you passionate about delivering exceptional client service in the financial services industry? A ... well-established and rapidly growing investment advisory firm is seeking a Client Service Associate to join its dynamic team. This is an exciting opportunity for… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with an established multi-family office based in San Francisco is seeking a Client Associate to serve as a key relationship manager and trusted advisor to a select ... individuals and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office… more
- Stryker (Bakersfield, CA)
- …prompting to drive productivity, change, and outcomes. What you will do As a Service Associate , your primary responsibility will be collecting single use devices ... territory. You will also get to engage with hospital staff to provide optimal customer service on training and education around the proper use of Stryker… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …year-demonstrating exceptional investment performance and continued client trust. The Role: The Client Service Associate will play a vital role in delivering a ... for client servicing requests and inquiries + Prepare and process account paperwork, including account openings, transfers, contributions/distributions, and… more
- CompuCom (Sacramento, CA)
- …specific accounts including the executive of product and service contract provisions. The Account Support Rep Associate will act as a focal point and monitor ... The Account Support Rep Associate is an...account interaction and order processing services for the customer . The role manages account operations for… more
- Antech Diagnostics (CA)
- …previous sales experience with a background in telephone, retail sales or customer service preferred + Preference for veterinary industry and/or diagnostics ... **Essential Duties and Responsibilities** + Daily outbound calling to prospects on target account list to identify customer needs and schedule meetings for… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Boutique RIA. This is a full-time permanent ... deepen expertise, and advance your career. Responsibilities + Assist clients with account updates, beneficiary changes, and transactions + Process wire transfers and… more
- HUB International (Oxnard, CA)
- …standards, goals and service commitments. **DUTIES & RESPONSIBILITIES:** + Assists the Account Management team with all aspects of the account - service ... Ability to respond to customer needs, solicit customer feedback to improve service , and handle...are proud of our wonderfully diverse employee population. Department Account Management & Service Required Experience: 1-2… more
- City of Carlsbad (Carlsbad, CA)
- …times, streamline work processes, and work cooperatively to provide seamless and quality customer service . Must be able to work under time constraints and ... GIS Associate Analyst / Analyst Print (https://www.governmentjobs.com/careers/carlsbad/jobs/newprint/5046581) Apply ...apply knowledge of the principles and practices of effective customer service . + Basic project management principles… more
- HUB International (Newport Beach, CA)
- …(Epic preferred) + Required "soft skills": efficient time management, organization, customer service , high initiative, team-oriented and high attention to ... industry's top talent to help guide and support our customer 's needs and provide them with innovative insurance solutions....and start your journey to a better tomorrow. Department Account Management & Service Required Experience: 2-5… more