- Raymond James Financial, Inc. (San Diego, CA)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... or concerns. + Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze problems and establish… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... or concerns. + Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze problems and establish… 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). ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes in ... opportunity to work alongside a experienced leadership team in delivering a best-in-class service model to an exclusive client base. The ideal candidate will be… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… 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 ... follow up on pending client needs. + Collaborate with advisors to align service with each client's financial plan. + Prepare client-facing materials and provide… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …office headquartered in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team. This firm specializes in serving ... contact for designated client relationships, ensuring timely and precise execution of service requests. This role requires a proactive problem solver who thrives in… more
- Insight Global (Torrance, CA)
- Job Description Insight Global is seeking an Associate Service Technician to sit onsite at an Automotive client in Torrance, CA. This person will focus on ... ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Are you passionate about delivering exceptional service and building trusted relationships? A values-driven financial advisory firm is seeking a Client ... Services Associate to join its collaborative and mission-focused team. This...Build and maintain strong client relationships through thoughtful, personalized service . + Prepare and process account transactions (eg, openings,… more
- Conduent (Mather, CA)
- …and ideas effectively. **Responsibility Statements** + Assesses calls to provide service immediately, be transferred, or require follow-up for client resolution. + ... Identifies customer needs by referring to case notes and examining...disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic… more