- BMO Financial Group (Sacramento, CA)
- **Looking for candidates that have prior Banking / Financial Service Industry experience. Preferably 2-3 years within Wealth Management, Family Office, RIA Firms ... with past operations or support knowledge.** Gathers and analyzes investment performance...to inform requests for proposal, marketing presentations, and other customer -facing documents. + Maintains external consultant databases to monitor… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Associate Walnut Creek, CA |...Bring + 2-3 years of experience in a client service or operations role within a financial ... in Walnut Creek that is actively hiring a Client Service Associate to support their growing client...and internal systems to ensure smooth and accurate client operations . This is a high-impact role with room to… more
- Bellows Plumbing, Heating, Cooling & Electrical (Santa Cruz, CA)
- …and customer resolution outcomes Required Qualifications + 3+ years in customer service , operations , or communications-preferably in a fast-paced or ... seeking an experienced and tech-savvy AI Response Agent with advanced customer service experience to oversee and optimize our AI-driven communication platforms.… more
- Lowe's (Concord, CA)
- **Your Impact at Lowe's** As a Lowe's Merchandising Services Associate , you are a key connection point between Merchandising and Store Operations , allowing us to ... is ready to support your goals. As a Lowe's associate , you'll gain access to many benefits beyond competitive...time will be spent on activities that don't involve customer interaction, you may be expected to engage with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations , client onboarding, ... Description Senior Client Service Associate $90,000-$110,000 base + 15-30%...investment subscriptions + Support philanthropic entities and family office operations with precision + Liaise with custodians, advisors, and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Client Service Associate (CSA) Mountain View, CA -...What We're Looking For + 3+ years in client service or operations at an RIA or financial ... values excellence, precision, and long-term relationships. The Opportunity As a Client Service Associate , you'll be a trusted liaison between clients, advisors,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …finance, accounting, economics, or related field + 3+ years of experience in client service or operations within the financial services industry + Proficiency in ... Description A client-focused financial advisory firm is seeking a Client Services Associate to join its team. This full-time role is ideal for a service -oriented… 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 ... families. The firm integrates wealth strategy, investment management, financial operations , and family office services into a cohesive and customized… more
- St. George Tanaq Corporation (San Diego, CA)
- …and in quality control inspections of building systems and equipment. + Excellent customer service abilities. + Good communication skills - must speak, read, ... Service Manager - Building Maintenance Operations San...join our team to provide onsite management of TGS operations for a federal customer in San Diego,… more
- Public Consulting Group (Sacramento, CA)
- …require up to 20% travel across South Carolina. **Duties and Responsibilities** + Supports customer service and operations for clients: + Responsible for ... (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and...may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position… more