- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | RIA | San Francisco | Hybrid | ... a client -focused environment. Responsibilities: + Provide day-to-day client service and support + Assist with...requests with custodians on behalf of clients + Manage account openings, stock option exercises, cost basis research, and… more
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service , banking operations or relationship management support required. * ... business and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively execute on the concepts developed… more
- M&T Bank (Paramus, NJ)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... relationships and the retention and expansion of existing client relationships. + Complete new account opening,...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Neuberger Berman (New York, NY)
- …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of ... and follow-up with custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth management firm.… more
- WTW (Houston, TX)
- …within our Global Natural Resources Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...acquisition due diligence) + Maximizes the profitability of the client account & drives retention of that… more
- City of Carlsbad (Carlsbad, CA)
- …The department is in need of a leading-edge Client Systems Associate Administrator to use their customer service experience and technical expertise ... Client Systems Associate Administrator Print (https://www.governmentjobs.com/careers/carlsbad/jobs/newprint/4499289)...atmosphere combine to create the ideal California experience. A full- service city, Carlsbad has its own police and fire… more
- Zions Bancorporation (La Porte, TX)
- …currently seeking a dynamic and customer-focused individual to join our team as a **Part-time Client Service Associate (Teller)** to service our clients ... to the bank's security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service Manager and/or Branch… more
- Cognizant (Philadelphia, PA)
- …Technology Solutions is currently seeking a highly skilled **Healthcare Payer Client Relationship Manager ( Associate Director)** who will be responsible ... . Understand the customer's specific business needs and apply service / process knowledge to meet those needs, additionally, to...**Required Experience** . 15+ years of experience in a client facing role or account leadership role… more
- Cognizant (Chicago, IL)
- …margin. Cognizant Technology Solutions is currently seeking a highly skilled ** Associate Director** level **Healthcare Provider IT** ** Client Relationship ... . Understand the customer's specific business needs and apply service / process knowledge to meet those needs, additionally, to...**Required Experience** . 15+ years of experience in a client facing role or account leadership role… more