- PNC (Walnut Creek, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's retail organization, you will be ... in this position. **Preferred Skills** Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying… more
- BlackRock (San Francisco, CA)
- …5,500 skilled engineers, financial modelers, and data experts supporting Aladdin The Aladdin Client Experience team is the global client services ... fun, innovative, and inclusive team atmosphere **About this role** Our Aladdin Client Experience team strives to offer outstanding service. Client Success… more
- ADP (San Dimas, CA)
- …creation and accomplishment of financial plans and objectives, operating plan initiatives, client experience , associate engagement, associate retention, ... initiatives in the portfolio by meeting or exceeding established metrics + Responsible for Client Experience and Engagement + NPS focus and goal attainment on… more
- Bank of America (San Jose, CA)
- Advisor Development Program Client Associate San Jose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... Client - Associate \_25045515-1) **Job Description:** **Advisor Development Program Client Associate ** Merrill Wealth Management is a...degree and/or a minimum of one year of work experience + Learns and adapts to new technology or… more
- WTW (San Francisco, CA)
- …Together, we unlock potential. Learn more at **wtwco.com** . **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the ... development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client... Client Advocate is to provide an exceptional client experience , with a primary focus on… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect! Senior Client Associate - Multi-Family Office About the Opportunity Join a highly ... an impact. Why This Role Matters As a Senior Client Associate , you'll be a trusted point...For + Bachelor's degree and 6-8 years of professional experience in client -facing roles (preferably in wealth… more
- Public Consulting Group (Sacramento, CA)
- …Regional Teams, technical staff, and other internal stakeholders to ensure a seamless client experience . + Maintain shared internal documentation of client ... sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is...other duties on projects to meet necessary deadlines. **Required Experience ** + Proven success in client relationship… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Senior Client Associate About the Role We're seeking a Senior Client Associate ... For + Bachelor's degree required + MUST HAVE 6-8 years of experience in client -facing roles within wealth management or family office environments. + Strong… more
- Navient (San Francisco, CA)
- …our mission, read more below, and let's build something great together! **The Client Happiness Servicing Associate position will report to the Servicing Manager, ... Client Happiness.** **As the Client Happiness Servicing Associate , you will:** +...resolution. **About You:** + At least 1 year of experience in customer service, sales, or collections; strong verbal… more