- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate Location: Walnut Creek, CA | In- Office Preferred (Hybrid Flex) Compensation: $70,000 - $90,000 DOE + Full Benefits + ... in Walnut Creek that is actively seeking a Client Service Associate to support its growing client...priorities across systems and custodians + Proficiency in Microsoft Office ; experience with CRM or portfolio reporting software is… more
- Public Consulting Group (Sacramento, CA)
- …the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the day-to-day ... to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is responsible...documentation of client configurations, timelines, and deliverables. + Supports customer service and operations for clients: +… more
- IBM (Capitola, CA)
- **Introduction** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team and lead the practice in ... and responsibilities** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect...The required number of days to be in the office is to be determined by your management team.… more
- Dignity Health (Santa Maria, CA)
- …including financial counseling , insurance verification and authorization. + Strong customer service skills. + Communicates effectively and works cooperatively ... In keeping with the PHC philosophy, the Financial Services Associate II serves as the liaison for patients and...pre-authorizations. PHC is committed to excellent patient care and service . We strive to develop cohesive teams where all… more
- HUB International (Newport Beach, CA)
- …success by developing relationships with others **POSITION SUMMARY:** In the **Client Service Associate ** role, the successful candidate thrives in a team ... policies. **FACTORS FOR SUCCESS:** + 1 year of related customer service experience and/or training in health...be a hybrid role (a few days in the office and a few days at home) **SALARY:** The… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking a ... dedicated and personable Client Service Associate to join its growing team....skills and a professional demeanor. + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred). + Highly… more
- 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 ... provide crucial support to the financial advisors and branch office . + Onboards new clients, opens new client accounts...Handle stressful situations and provide a high level of customer service in a calm and professional… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate - Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its high-touch, ... its people-first culture and commitment to long-term relationships. Position Overview The Client Service Associate will be the primary point of contact for… more
- 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 ... rapidly growing investment advisory firm is seeking a Client Service Associate to join its dynamic team....+ Familiarity with Black Diamond, Morningstar, Salesforce, and Microsoft Office (Excel, Word, PowerPoint) Excited about this role? We'd… more
- Google (San Francisco, CA)
- …or Google Ads certified. + Experience in digital sales, client management, customer service , business development, customer outreach, marketing, consulting, ... in English fluently in order to interact in this customer -facing sales role. + Ability to travel to the...-facing sales role. + Ability to travel to the office for client meetings and trainings as needed. **Preferred… more