- 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). This is ... team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover,...Fidelity, or TD Ameritrade is helpful + Strong communication skills and a client-first mindset + Organized, detail-oriented, and… more
- Sutter Health (Auburn, CA)
- …established deadlines and multi-task in an atmosphere of frequent interruptions. + SLH: Strong customer service skills . + Requires basic math skills . ... EXPERIENCE AS TYPICALLY ACQUIRED IN:** + Entry-level position. + Previous food service experience desired. + SLH: Experience in cashiering and sanitation is also… more
- TEKsystems (Los Angeles, CA)
- …record - Tracks and obtains insurance verification/authorization information from payers Skills Customer service , insurance verification, Epic Additional ... Century City, CA! Covering for a LOA 4-6+ months M -F 8am-5pm ONSITE Must have + EPIC experience +...experience with insurance verification Description - Schedules patients for service (s) - schedules appointments and modifies patient schedule -… 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 ... + Build and maintain strong client relationships through thoughtful, personalized service . + Prepare and process account transactions (eg, openings, transfers,… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …a proven track record, committed to delivering personalized financial guidance and exceptional service . We're looking for a Client Service Associate who thrives ... 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)
- …SEC-registered RIA managing ~$2 billion in assets, is seeking a Client Service Manager to lead a high-performing team in a collaborative, fast-paced environment. ... a culture of innovation, internal growth, and exceptional client service . Responsibilities: + Lead and mentor a team of...and CRM tools such as Salesforce + Strong communication skills and attention to detail Interested or even just… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …headquartered 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 ... contact for designated client relationships, ensuring timely and precise execution of service requests. This role requires a proactive problem solver who thrives in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100% Remote (Optional SF Office Access) Interested? Let's connect. ... of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding,… more
- Belcan (Simi Valley, CA)
- …requirements and generate a Compliance Matrix. * Maintain the highest degree of customer service , throughput, quality, cost reduction, and people productivity. * ... a systematic, disciplined, and analytical approach to problem-solving. * Strong customer orientation. * Demonstrated analytical skills to proactively identify… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Client Service Associate (CSA) Mountain View, CA - Onsite 4 days/week (5 days/week for first 3 months) $90,000-$110,000 base (DOE) + Discretionary Bonus ... values excellence, precision, and long-term relationships. The Opportunity As a Client Service Associate, you'll be a trusted liaison between clients, advisors, and… more