- Robert Half Finance & Accounting (San Francisco, CA)
- …some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client ... environment-fully remote or hybrid from our San Francisco office. Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100% Remote… more
- HUB International (Encino, CA)
- …(Epic preferred) + Required "soft skills": efficient time management, organization, customer service , high initiative, team-oriented and high attention to ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...industry's top talent to help guide and support our customer 's needs and provide them with innovative insurance… 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...provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and… more
- Travelers Insurance Company (Encino, CA)
- …**What Is the Opportunity?** Are you committed to professional growth and exceptional client service ? Imagine a career as a Travelers lawyer where you can be the ... best you. As an Associate Counsel with Travelers you'll be responsible for high...supervision of experienced counsel. + Learn and understand Claim customer 's expectations and key department business goals and assists… more
- City of Carlsbad (Carlsbad, CA)
- …times, streamline work processes, and work cooperatively to provide seamless and quality customer service . Must be able to work under time constraints and ... GIS Associate Analyst / Analyst Print (https://www.governmentjobs.com/careers/carlsbad/jobs/newprint/5046581) Apply ...apply knowledge of the principles and practices of effective customer service . + Basic project management principles… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Wealth Management Firm. This is a full-time ... a thriving wealth management firm known for its rapid growth, exceptional service , and innovative technology. The firm offers great career development opportunities,… more
- HUB International (Newport Beach, CA)
- …(Epic preferred) + Required "soft skills": efficient time management, organization, customer service , high initiative, team-oriented and high attention to ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...industry's top talent to help guide and support our customer 's needs and provide them with innovative insurance… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …year-demonstrating exceptional investment performance and continued client trust. The Role: The Client Service Associate will play a vital role in delivering a ... Candidate: + 3+ years of experience in a client service or operations role within an RIA or financial...accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Boutique RIA. This is a full-time permanent ... info and immediate consideration. Requirements + 2+ years of client service experience, preferably in wealth management + Familiarity with broker-dealer platforms… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Associate will support all operational aspects of client service , including onboarding, investment reporting, and financial administration. This role sits ... client documentation for intuitive team access. + Partner with senior client service leaders to execute strategic initiatives. Excited about this opportunity? Apply… more