- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate - Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its high-touch, ... for its people-first culture and commitment to long-term relationships. Position Overview The Client Service Associate will be the primary point of contact for… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …a related field. + Minimum of 3 years of experience in client service or operations within the financial services industry, preferably with an independent ... values-driven financial services firm is seeking a Client Services Associate to join its team....join its team. This role is ideal for a service -oriented professional who thrives in a collaborative… more
- Public Consulting Group (Sacramento, CA)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the ... improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG...Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is… more
- Banfield Pet Hospital (San Diego, CA)
- SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of ... Action Oriented* ListeningFunctional* Preventative care and OWPs* Communication Skills* Client Service Skills* Priority Setting* Time ManagementCAPABILITIES AND… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …a firm that is scaling thoughtfully, prioritizing high-touch client service , operational excellence, and long-term professional development. About the Role ... + 1-3+ years of experience in client service or operations within financial services (RIA,...and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We… more
- Banfield Pet Hospital (Poway, CA)
- CLIENT SERVICE COORDINATOR A career at...the needs of our wellness plan clients. . Provide professional , efficient and exceptional service at all ... growth and learning is your goal. JOB SUMMARY The Client Service Coordinator ("CSC") drives the flow...team. . Actively recruit new clients by promoting hospital services and route the flow of clients and pets… more
- Columbia Bank (Templeton, CA)
- Client Service Specialist Retail Banking Group Templeton, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... the first point of contact for most clients, the Client Service Specialist (Teller) plays a key...and identify opportunities to provide additional bank products and services . + Always performs teller transactions and cash handling… more
- Columbia Bank (Lakeport, CA)
- Client Service Specialist I Retail Banking Group Lakeport, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... **About the Role:** As the first point of contact for most clients, the Client Service Specialist(Teller)playsa key role in delivering on the bank's Breakthrough… more
- CDM Smith (Fresno, CA)
- …this sector. This position leads all business development activities, oversees overall client service , represents CDM Smith as part of environmental associations ... Smith currently has a strategic opportunity for a Environmental Services Business Leader to lead and build our environmental...client teams that include project managers, technical specialists, client service leaders and marketing staff. *… more
- Robert Half Finance & Accounting (San Jose, CA)
- …growth in the financial services industry. Key Responsibilities: + Deliver high-touch service to a diverse and sophisticated client base. + Process account ... Description Job Posting: Client Service Associate - Wealth Management...+ A collaborative team environment with ongoing training and professional development. Excited about this opportunity? Apply today and… more