- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Build and maintain strong client relationships through responsive and thoughtful service + Manage client onboarding, account setup, and education on ... permanent placement solutions for finance and accounting, technology, marketing and creative, legal , and administrative and customer support roles. Robert Half… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …point of contact for clients and play an integral role in onboarding, account maintenance, and ongoing service . You'll partner closely with advisors, custodians, ... for client service needs via phone and email + Coordinate account openings, money movements, and maintenance across custodians (eg, Schwab, Fidelity) + Prepare… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …permanent placement solutions for finance and accounting, technology, marketing and creative, legal , and administrative and customer support roles. Robert Half ... Description Job Posting: Client Service Associate - Wealth Management A boutique wealth...Prepare and process client transactions, including deposits, withdrawals, and account updates. + Collaborate with financial advisors to ensure… more
- ARAMARK (San Francisco, CA)
- …planning, direction, and control to assigned units for a medium-size, defined account normally generating $12-40M+ in revenue. This key leadership role is ... Benefits vary by location and are subject to any legal requirements or limitations, employee eligibility status, and where...and ensure the highest levels of safety, quality and service excellence for employees, clients, and consumers. Coach &… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …permanent placement solutions for finance and accounting, technology, marketing and creative, legal , and administrative and customer support roles. Robert Half ... based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm...clients. + Process client transactions including deposits, withdrawals, and account updates. + Collaborate with financial advisors to align… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …permanent placement solutions for finance and accounting, technology, marketing and creative, legal , and administrative and customer support roles. Robert Half ... 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.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …permanent placement solutions for finance and accounting, technology, marketing and creative, legal , and administrative and customer support roles. Robert Half ... Description Client Service Associate (CSA) Mountain View, CA - Onsite...requests, transactions, and inquiries. + Prepare, process, and track account paperwork (openings, transfers, contributions/distributions, maintenance). + Partner with… more
- Sacramento County (Sacramento, CA)
- …and apply applicable federal, state, and local laws, codes, and regulations + Apply customer service skills, including the identification of customer needs ... + None + Monitor programs and/or projects to improve operational efficiencies (eg, customer service , processes, policies and procedures, etc.) + Participate in… more
- Google (San Bruno, CA)
- …qualifications:** + Experience working with multiple vendors, running sales or account management process, support processes for B2B and managing vendor contracts, ... network. We world with cross-functional partners in Product, Engineering, and Service Design to consistently prioritizes partner and creator needs, whether resolving… more
- Sacramento County (Sacramento, CA)
- …others + Communicate clearly and concisely, both verbally and in writing + Apply customer service skills, including the identification of customer needs and ... currently include: health, dental and life insurance; flexible spending account options for dependent care and unreimbursed dental and/or...05 Select all the boxes that best describe the customer service duties you have experience performing… more