- 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. This firm...We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and… 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). This is ... 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)
- …A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known for delivering highly ... a client base built almost entirely through referrals. Position Overview: The Client Service Associate will serve as a key liaison between clients and advisors,… 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). This is ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… more
- NBC Universal (Universal City, CA)
- … customer service orientation and proficiency in working with multiple Finance and Accounting customer groups across a very large global organization + ... on continuous learning, development, and professional growth. + Provide excellent customer service to business stakeholders, including addressing and resolving… 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)
- …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
- PNC (Los Angeles, CA)
- …and completes related activities and projects. + Supports the internal and external customer experience by providing excellent service at all times; takes ... Exchange, and Structured Products Group + Investment Banking Analyst: Asset Backed Finance , Debt Capital Markets, and Public Finance Capital Markets The… 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
- Vail Resorts (CA)
- …critical cash controls + Establish and maintain excellent relationships with vendors, customer finance teams, shared services teams, accounting and corporate ... 40% retail discounts, the chance to grow through Epic Service - our leading training and development experience, and...Treasury is an integral part of the Vail Resorts Finance team, and is responsible for developing and executing… more